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Description
EquBot AI, in collaboration with Watson, equips asset managers to effectively deal with the rapid expansion of data by offering explainable, tailored AI-powered portfolios as a service (PaaS), along with indexes and signals. By utilizing EquBot AI with Watson, insurance companies and various asset owners can convert raw data into enhanced investment results through these customizable AI solutions. By leveraging EquBot’s innovative PaaS, indexes, and signals, investors can not only stay abreast of the complexities of the data landscape but also excel in it. This powerful combination allows for the construction, monitoring, and adjustment of client portfolios, ensuring alignment with their financial aspirations. Furthermore, individual investors can take advantage of EquBot AI with Watson to revolutionize their investment strategies through AI-Powered ETFs, making informed decisions that lead to superior outcomes. With these advanced tools, both institutional and personal investors can gain a competitive edge in a data-driven market.
Description
UNTAP is the next generation of portfolio management and value creation for Private Capital Markets.
UNTAP Portfolio Management allows you to consolidate your financial results, create value planning and ESG metrics.
- Greater confidence in achieving growth in Earned Value
- Greater confidence in achieving sustainable returns.
- Increased transparency between shareholders and investors
It combines the power of portfolio monitoring, value-creation planning, and ESG tracking into one flexible solution.
You can combine ESG metrics with portfolio monitoring and your VCP to measure, benchmark and improve sustainability goals. This will allow you to clearly show your stakeholders the positive changes that have been made to drive sustainable growth.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
EquBot
Founded
2017
Country
United States
Website
equbot.com
Vendor Details
Company Name
EXM Insight Limited
Founded
2017
Country
United Kingdom
Website
www.exm.cloud/value-creation-and-portfolio-monitoring-software
Product 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
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
Product 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