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Aegis Advise was founded in 2021 to bring clarity and accountability into our clients’ planning and reporting system selection process.  We provide guidance and experience in the selection process without a predetermined answer for our clients based on the software providers we partner with, as we seek to get the best outcome for our clients.


As part of this mission, we bring over 25 years within the corporate planning and reporting space both as consultants and practitioners along with over 250 full lifecycle corporate perfomance management (CPM) deployments and optimizations.


In particular, we understand that the happiest client is an informed client. The best way we can assist that customer is by helping them along their decision-making journey by assessing solution capabilities and their fit to our client’s unique needs.  We then put both our systems knowledge and practical know-how to bear for your organization to achieve optimum results.


Dallas Moody is the CEO/Founder of Aegis Advise, which specializes in helping organizations assess the ever-changing performance management landscape and make the right decision on the solution and deployment roadmap for their needs.


His firm has chosen to partner with a range of established and emerging CPM solution providers. Dallas brings over 12 years of experience in the performance management space with expertise across the Software (SaaS / Perpetual), Professional Services, High Tech Manufacturing, Government Contracting, Life Sciences, and Retail/Restaurant industries.


Dallas was Vice President at one of the premier Workday Adaptive Planning partners from its early stages to an organization that served over 700 customers (roughly 10% of their customer base) through its sale to a large Workday partner.  He is a Certified Public Accountant in the State of Massachusetts (License Dormant) and has been in the financial advisory and financial systems consulting space for over 18 years serving clients worldwide in deploying technology, guiding them in data integrations, and assisting with other technical accounting matters in their planning process.


Dallas is a sought-after speaker and has presented thought leadership sessions at numerous CPM conferences, events and webinars over the years.

Connect with Dallas on LinkedIn:


“Aegis” is taken from mythology and is a reference to the shield of Zeus, but may also be defined as the protection, backing, or support of an organization.


At Aegis Advise, we help bring to bear knowledge from over 250 performance management implementations and optimizations to provide confidence and avoid pitfalls in your team’s transition to a collaborative cloud-based planning process.


Oftentimes, we are faced with a Company whose name doesn’t really align with what the Company does or why they exist. Our Company’s mission statement is encompassed in our name and represents our commitment to both our prospective and existing clients, as well as our software partners, in the services we provide.


Our founding promise is to protect our client’s interests in their selection of a performance management solution, as well as making sure that they enjoy long-term value. We want clients to be “raving fans” of our services and the solutions we implement.

Our Services

Design, build and deploy our partner solutions to improve, automate and integrate your FP&A processes.


Analyze your processes and the market for the ideal planning solution that best fits your organization.


Design, build and deploy our partner solutions to improve your process with our cloud CPM partners.


Reassess and enhance your solution to fit with changing business needs / new solution capabilities.


Support post-go-live to address functionality questions, train new members, and ensure success.


We have partnered with the best in the industry so we can share with you the most up-to-date software and best practices for budgeting, planning and reporting.

  • Vena Solutions

    ``UI-unbound`` planning and reporting powered by the cloud, supported by Excel and the most powerful workflow engine in the market.

  • Jirav

    Collaborative cloud planning for the small to mid-size business, keep your goals within view.

  • Other Solutions

    Supporting your design/deployment through thought leadership and knowledge gained across years in the industry.

Schedule a Free Consultation