Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Break down your goals into essential results across different levels, along with the corresponding tasks. Develop a comprehensive objective map to tackle even the toughest challenges effectively. Each action aligns with a particular goal, and every goal is accompanied by a detailed action plan. Ensure you have access to all necessary information at the appropriate time and in the right context. Continuously evaluate your team's overall performance as well as that of individual members in relation to your goals. By utilizing quantifiable success metrics, you can achieve your objectives within the designated timeline and budget, all while adhering to specific KPIs. Remain vigilant about your shortcomings and be prepared to modify your current strategies for improved effectiveness. Regularly update your plans to reflect any necessary changes, and leverage the Sprints feature to efficiently manage complex tasks. This iterative approach not only enhances productivity but also fosters a culture of continuous improvement within your team.
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
Integrations
Asana
Basecamp
Jira
Microsoft Power BI
Smartsheet
Trello
Wrike
Zapier
Integrations
Asana
Basecamp
Jira
Microsoft Power BI
Smartsheet
Trello
Wrike
Zapier
Pricing Details
$7.99 per use per month
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
KeepSolid
Country
United States
Website
www.keepsolid.com/goals/
Vendor Details
Company Name
EXM Insight Limited
Founded
2017
Country
United Kingdom
Website
www.exm.cloud/value-creation-and-portfolio-monitoring-software
Product Features
Strategic Planning
Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards
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