UNTAP by EXM 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.
UNTAP by EXM Alternatives
Sharesight
Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place.
Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time.
Track your investments across multiple exchanges, currencies and brokers.
This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money.
Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.
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Planview Portfolios
Planview Enterprise One™, which integrates business and technology planning, optimizes all resources, and delivers breakthrough products, services and customer experiences, enables strategic execution to be accelerated. Manage and deliver across all types and technology of work and application portfolios. Transform business requirements into standards that meet strategic objectives. This will reduce cost and mitigate risk. A complete approach to all types of work, including agile, iterative, traditional, and collaborative. Keep teams productive by balancing work and resources. Maximize your use of resources. A scalable user experience ensures that everyone is focused on the right priorities in order to achieve the desired outcomes. Ensure on-time, on-budget project delivery. Projects and people can stay on track with milestones and schedules. Dashboards provide performance insight.
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Ethic
We empower both wealth advisors and investors to build portfolios that align personal values with their financial aspirations. Ethic offers customized investment solutions designed to resonate with unique sustainability and financial preferences. Our aim is to inspire enthusiasm around sustainability discussions, whether you are an investor or a wealth advisor. Our offerings span a wide range, including sustainability training and education, financial analysis, portfolio development and management, as well as continuous insights into your or your client's investments. Presently, Ethic collaborates with some of the largest wealth advisors, custodians, and investment banks across the United States. Our diverse team merges extensive expertise in institutional investing, technology, data, and design. For over five years, we have been committed to our mission and currently manage over $1 billion in sustainable investments. Remarkably, the collective carbon reduction achieved by our clients so far is akin to removing 5,657 cars from the road. This significant impact demonstrates our dedication to creating a sustainable future while meeting financial goals.
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Uppwise SPM
Defining a strategy is a crucial step in establishing effective alignment between strategy and execution capabilities. Uppwise SPM features a specialized strategy module that aids in formulating enterprise strategies by identifying and mapping essential elements that contribute to value creation. This module enables the connection of Strategic Themes (or Pillars) and Key Goals to Objectives & Key Results (OKR), thereby linking the overarching enterprise vision with the execution teams. Furthermore, the Uppwise SPM strategy module integrates seamlessly with the portfolio module, facilitating both top-down funding and bottom-up updates regarding the performance of strategy execution. Additionally, Uppwise SPM provides a robust, user-configurable, and role-based dashboarding module, empowering users to create analytical pages that illuminate the underlying causes of both successes and failures. This comprehensive approach not only enhances strategic oversight but also fosters a culture of accountability throughout the organization.
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Pricing
Pricing Information:
Price on request
Company Details
Company:
EXM Insight Limited
Year Founded:
2017
Headquarters:
United Kingdom
Website:
www.exm.cloud/value-creation-and-portfolio-monitoring-software
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Product Details
Platforms
Web-Based
iPhone App
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
In Person
Customer Support
Business Hours
Online Support
UNTAP by EXM Features and Options
Investment Management Software
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 Software
Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards
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