Average Ratings 3 Ratings
Average Ratings 0 Ratings
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
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