Case Study: Alliance Trust achieves streamlined budgeting and faster scenario planning with Jedox Suite

Alliance Trust - Customer Case Study

Alliance Trust PLC, a major UK investment trust listed on the London Stock Exchange with a long track record of dividend growth, needed to streamline its budgeting, forecasting and reporting. The finance team was bogged down by large volumes of linked Excel workbooks, version-control issues, inflexible designs and long lead times, which limited scenario planning and reduced time for value‑add activities while preventing non‑finance users from being fully empowered.

Alliance Trust implemented the Jedox Suite to centralize data, build consistent budgeting and forecasting models, and use Jedox’s ETL and rule editor for fast deployment. The solution enabled side‑by‑side scenario comparisons, role-based access to relevant information, quicker model building and significant resource time savings—delivering greater flexibility, consistency and business‑led planning.

Alliance Trust