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Description
Investment management software designed for fund managers enables the evaluation and creation of genuinely sustainable investment portfolios. It provides insights on Sustainable Development Goals and Climate Alignment applicable to individual companies and overall portfolios, assisting Chief Investment Officers and institutional investors in benchmarking, peer analysis, and identifying new investment avenues while effectively communicating findings to clients. This tool is utilized by quantitative funds, global equity firms, micro-equity investors, rating agencies, and research organizations to enhance their alignment with critical ESG and SDG metrics, facilitating a more intuitive approach that meets fiduciary responsibilities and supports portfolio construction, performance assessment, and comprehensive reporting. Ultimately, the software serves as a bridge between sustainability goals and informed investment decision-making.
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
Screenshots View All
No images available
Integrations
Microsoft Power BI
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
Sustainable Platform
Founded
2017
Country
Australia
Website
www.sustainableplatform.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
ESG
Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Sustainability
Audit Management
Benchmarking
Compliance Management
Corrective Actions (CAPA)
Emissions Management
Employee Training
Energy Management
Incident Management
KPIs
Performance Metrics
Stakeholder Engagement
Supplier Management
Waste Management
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