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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 Infor Integrated Business Planning?

Infor Integrated Business Planning (IBP) is crucial for managing risks and driving sustainable growth. To successfully execute the integrated business planning approach, it is imperative to gather various perspectives from operations, sales, marketing, and trading partners. Leveraging a cohesive platform, a centralized data repository for planning, and essential key performance indicators (KPIs) allows Infor IBP to improve the assessment of trade-offs, support informed decision-making, and ensure that the organization stays aligned in formulating strategic responses to market changes. This comprehensive solution is tailored to provide essential analytics, boost visibility, foster collaboration, and enhance execution capabilities, enabling organizations in diverse industries to create a more coordinated supply chain while effectively managing costs and service levels. Moreover, Infor IBP facilitates effortless cooperation among multiple enterprises in a cloud-based environment, which not only enhances efficiency but also sparks innovation across the board, paving the way for future advancements. As a result, organizations can better adapt to changing market dynamics and optimize their overall performance.

Media

Media

Integrations Supported

Microsoft Power BI

Integrations Supported

Microsoft Power BI

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Infor

Date Founded

2002

Company Location

United States

Company Website

www.infor.com/products/integrated-business-planning

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

Strategic Planning

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

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