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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 Scientrix?

Scientrix enables business leaders to develop and oversee agile organizations via an enterprise-capable AI digital platform that facilitates the planning and execution of their strategic initiatives. This is achieved through a comprehensive solution that spans from strategy formulation to execution and ultimately to impact. Utilizing AI to enhance portfolio value presents numerous advantages, such as achieving alignment ten times faster, effectively connecting execution with analysis, and simplifying the scaling of lean portfolio management with reduced effort. In addition to this, Scientrix provides award-winning software alongside data management and consulting services. With a distinctive thought architecture, cutting-edge technology, and transformative support services, Scientrix has a proven history of assisting both small and large enterprises in the design and swift implementation of their strategic plans, ensuring that they remain competitive in a rapidly changing marketplace.

Media

Media

Integrations Supported

Asana
Dropbox
Google
Jira Align
Microsoft Excel
Microsoft Office 2021
Microsoft Power BI
Microsoft Teams
SAP CRM
SAP ERP
Salesforce
Slack
Smartsheet
Tableau
Trello
Workday Adaptive Planning
Xero

Integrations Supported

Asana
Dropbox
Google
Jira Align
Microsoft Excel
Microsoft Office 2021
Microsoft Power BI
Microsoft Teams
SAP CRM
SAP ERP
Salesforce
Slack
Smartsheet
Tableau
Trello
Workday Adaptive Planning
Xero

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

Scientrix

Date Founded

2005

Company Location

Ireland

Company Website

www.scientrix.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

OKR

Benchmarking
Feedback Management
Goal Management
KPIs
Prioritization
Progress Tracking
Strategic Planning

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Strategic Planning

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

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