Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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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 STRATWs ONE?
Take control of your metrics to achieve results with impressive speed. Our strategic management software not only streamlines planning but also organizes daily tasks, enhances team collaboration, and nurtures a results-oriented culture! We go beyond mere workflow efficiency. Uncover the revolutionary potential of our strategic management software, crafted to uplift your business performance and energize your team towards common goals. This tool for performance indicators significantly cuts down on the time invested in gathering, verifying, and unifying KPIs, allowing you to pinpoint obstacles and formulate effective solutions. It also enables thorough reporting of outcomes across every level of the organization. By engaging your entire workforce in a results-focused environment, you can more effectively achieve your goals and enhance overall business performance. Cultivate a workspace where every team member is equipped with the necessary tools to meet their targets and manage the execution of strategic projects, while also promoting involvement in these efforts. In the end, elevate your team's efficiency and make well-informed decisions at a quicker pace, setting the stage for enduring success in your organization, while also creating a culture of continuous improvement and innovation.
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
Siteware
Date Founded
2001
Company Location
Brazil
Company Website
www.siteware.com.br
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
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Business Performance Management
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Business Plan
Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard
CAPA
Audit Management
CAPA Planning
Change Management
Complaint Management
Incident Management
Nonconformance Tracking
Quality Control
Risk Management
Root Cause Analysis
Training Management
Change Management
Approval Workflow
Audit Trail
Automated Notifications
Change Calendar
Change Planning
Compliance Management
Prioritization
Release Management
Task Management
Tracking & Reporting
Training Management
Compensation Management
Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning
Dashboard
Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets
Data Analysis
Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics
Data Visualization
Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery
Data Warehouse
Ad hoc Query
Analytics
Data Integration
Data Migration
Data Quality Control
ETL - Extract / Transfer / Load
In-Memory Processing
Match & Merge
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
Employee Recognition
Goals
Leaderboards / Activity Tracking
Manager-to-Peer Recognition
Mention Management
Nominations
Peer-to-Peer Recognition
Performance Management
Rewards Catalog
Rewards Points
Social Recognition
eCards
OKR
Benchmarking
Feedback Management
Goal Management
KPIs
Prioritization
Progress Tracking
Strategic Planning
Performance Management
360 Degree Feedback
Compensation Management
Custom Rating Scales
Customizable Templates
Individual Development Plans
On-going Performance Tracking
Peer Appraisals
Review Cycle Tracking
Self Service Portal
Self-Appraisals
Skills Assessments
Weighted Performance Measures
Project Planning
Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies
Strategic Planning
Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards
Succession Planning
"What If" Scenarios
360 Degree Feedback
Career Development
Competency Scale
Employee Profile
Goal Management
Organizational Charting
Performance Management
Recruiting Management
Succession Management
Talent Management
Career Development Planning
Compensation Management
Competency Management
Employee Lifecycle Management
Goal Setting / Tracking
Job Description Management
Onboarding
Performance Appraisal
Recruiting Management
Succession Planning
Training Management