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What is UNTAP by EXM?

UNTAP represents the future of portfolio management and value generation within Private Capital Markets. With UNTAP Portfolio Management, you can unify your financial outcomes while also developing value-oriented strategies and tracking ESG metrics effectively. - Enhanced assurance in realizing growth in Earned Value. - Increased confidence in securing sustainable returns. - Improved transparency between shareholders and investors. This innovative platform merges the capabilities of portfolio oversight, value-creation strategy, and ESG performance tracking into a single adaptable solution. By integrating ESG metrics with your portfolio monitoring and Value Creation Plan (VCP), you can assess, compare, and advance your sustainability objectives. This integration not only helps in achieving your sustainability targets but also enables you to demonstrate to your stakeholders the beneficial transformations that contribute to sustainable growth. As a result, UNTAP empowers investors to make informed decisions while fostering a more sustainable future.

What is AppO?

AppO simplifies the process of making intricate decisions by segmenting them into manageable steps. It provides the ability to utilize concrete metrics like cost/benefit analyses, production figures, and business ratios, alongside subjective factors such as reputational advantages and ESG criteria. Frequently employed for the selection and prioritization of project portfolios, AppO enhances the strategic coherence of your collection of initiatives. This tool is capable of evaluating an endless array of investment prospects and organizing them based on their relative business value. Additionally, AppO can pinpoint imbalances within portfolios by revealing potential underspending or overspending across various value metrics. The platform accommodates an unlimited range of perspectives on what constitutes value, facilitating an analysis of opportunities in relation to each stakeholder or group of stakeholders. Furthermore, AppO is adept at inferring a logical consensus among stakeholders, pinpointing areas that may require compromise. By incorporating feedback from investors, customers, and other relevant parties, AppO enriches the strategy development process. Notably, the decisions made through AppO are statistically justifiable, especially when ESG value measures are factored in, thereby aiding in showcasing your organization's commitment to ethical practices. Ultimately, AppO not only streamlines decision-making but also fosters collaboration among diverse stakeholders, ensuring a holistic approach to strategic planning.

Media

Media

Integrations Supported

Microsoft Excel
Microsoft Power BI

Integrations Supported

Microsoft Excel
Microsoft Power BI

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$59 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

EXM Insight Limited

Date Founded

2017

Company Location

United Kingdom

Company Website

www.exm.cloud/value-creation-and-portfolio-monitoring-software

Company Facts

Organization Name

Kepa Software

Date Founded

2020

Company Location

Australia

Company Website

www.kepasoftware.com

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Categories and Features

Decision Support

Application Development
Budgeting & Forecasting
Data Analysis
Decision Tree Analysis
Monte Carlo Simulation
Performance Metrics
Rules-Based Workflow
Sensitivity Analysis
Thematic Mapping
Version Control

ESG

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

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