Average Ratings 3 Ratings

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Average Ratings 0 Ratings

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Description

AppO helps make complex decisions by breaking it down into consumable steps. AppO allows you to use tangible measures such as cost/benefit, production statistics and business ratios mixed with any intangible criteria such as reputational benefit, ESG measures etc. Commonly used to select and prioritise portfolios of projects AppO can increase the strategic alignment of your portfolio. AppO can analyse an unlimited number of investment opportunities and prioritize them in order of relative business value. It can also identify unbalanced portfolios by highlighting apparent underspend or overspend on any value measures. AppO allows you to include an unlimited number of opinions of what constitutes value, which will allow you to analyse the opportunities relative to each stakeholder or stakeholder group. AppO can infer the logical consensus position among stakeholders and highlight areas where compromise may be necessary. Thus, you could include investors, customers, and other stakeholders in your strategy development process. Because decisions taken with AppO are statistically defendable if you include ESG value measures AppO will assist in demonstrating how serious your organisation is about ethical behaviour.

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 Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel Yes 
Microsoft Power BI No 

Integrations

Microsoft Excel No 
Microsoft Power BI Yes 

Pricing Details

$59 per user per month
Range of plans available that will suit your requirements and budget
Free Trial Yes 
Free Version No 

Pricing Details

Price on request
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Kepa Software

Founded

2020

Country

Australia

Website

www.kepasoftware.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

Decision Support

Application Development Yes 
Budgeting & Forecasting Yes 
Data Analysis Yes 
Decision Tree Analysis No 
Monte Carlo Simulation No 
Performance Metrics Yes 
Rules-Based Workflow No 
Sensitivity Analysis Yes 
Thematic Mapping No 
Version Control No 

ESG

Activity Dashboard No 
Analytics/Reporting No 
Audit Management No 
Benchmarking No 
Compliance Management No 
Data Visualization No 
Document Management No 
Performance Metrics No 
Risk Assessment No 

Product Features

Investment Management

Accounting Management Yes 
Benchmarking No 
Bonds / Stocks No 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management No 

Strategic Planning

Budgeting & Forecasting No 
Dashboard Yes 
Goal Setting / Tracking Yes 
Idea Management No 
KPIs Yes 
Modeling & Simulation No 
Roadmapping No 
Scenario Planning No 
Scorecards Yes 

Alternatives

Alternatives

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