Name: Planview Portfolios & Anvi
Start: 2026-03-12T10:00:00-0500
End: 2026-03-12T10:45:00-0500

AI-Powered Outcomes and the Future of Portfolio Management

Portfolio management is evolving quickly, and AI is at the center of that change. The question is no longer whether to embrace it – it's how AI will shape the future of the discipline and how portfolio leaders can put it to work today.

Most organizations already have access to general AI tools, but general purpose AI wasn't built for the complexity of portfolio decisions. For portfolio managers, the real opportunity lies in purpose-built AI that understands their data, their workflows, and their specific use cases. That's exactly what Planview Anvi is - AI designed specifically to improve how you plan and deliver - turning your portfolio data into faster decisions and better outcomes.

Join Dr. Rich Sonnenblick, Planview's Chief Data Scientist and the mind behind Planview's AI and data science capabilities, alongside Erik Peterson and Eric Chang, for a practical and forward-looking conversation built specifically for Planview Portfolios customers.

In this session, they will cover:

Where portfolio management is headed and how AI fits in
How AI takes on the analytical heavy lifting so portfolio leaders can focus on strategy and decisions
Key use cases of Planview Anvi in Planview Portfolios: portfolio health, resource and financial optimization, and risk and dependency management
A live demo of Anvi within Planview Portfolios

Walk away with a clearer picture of what AI-powered portfolio management looks like today - and where Planview Portfolios and Anvi are headed next.

Planview Portfolios & Anvi

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