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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 UMT360?

UMT360's Strategic Portfolio Management Solution delivers essential portfolio management functionalities that numerous organizations currently lack. By implementing UMT360, businesses can ensure they have appropriate planning and governance mechanisms in place to effectively model and analyze various dimensions, align investments with strategic goals, expedite business transformation, and drive growth. Our distinct methodology enables clients to gradually adopt the necessary capabilities, enhancing visibility, generating insights, and fostering enterprise connections to speed up transformation and refine decision-making processes. Key features of our solution include: * Governance Controls for All Portfolios * Demand & Innovation Management * Forecasting and Budgeting * Resource Utilization & Management * Outcome Management * Strategic Portfolio Analysis * Roadmapping and Release Management * Business Intelligence & Metrics These capabilities collectively empower organizations to achieve greater alignment between their strategies and operational execution, ensuring they remain competitive in a rapidly changing market.

Media

Media

Integrations Supported

Microsoft Power BI

Integrations Supported

Microsoft Power BI
Azure Boards
Jira
Microsoft 365
Microsoft Dynamics 365 Project Operations
Microsoft PPM
Microsoft Planner
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power Platform
Microsoft Project
ServiceNow

API Availability

Has API

API Availability

Has API

Pricing Information

Price on request

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
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

UMT360

Date Founded

2010

Company Location

United States

Company Website

www.umt360.com/products/strategic-portfolio-management-software/

Categories and Features

Investment Management

Accounting Management
Client Management
Compliance Reporting
Data Import / Export
Performance Metrics
Portfolio Management

Strategic Planning

Dashboard
Goal Setting / Tracking
KPIs
Scorecards

Categories and Features

Change Management

Not specified

Demand Planning

Not specified

Enterprise Architecture

Application Portfolio Management
Architecture Governance
Capability Mapping
Diagramming
Modeling & Simulation
Risk Assessment
Transformation Roadmapping

Innovation

Not specified

IT Project Management

Not specified

OKR

Not specified

Product Management

Not specified

Product Roadmap

Not specified

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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

Resource Management

Not specified

Strategic Planning

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

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