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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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Asana Yes 
Basecamp Yes 
Jira Yes 
Microsoft Power BI No 
Smartsheet Yes 
Trello Yes 
Wrike Yes 
Zapier Yes 

Integrations

Asana No 
Basecamp No 
Jira No 
Microsoft Power BI Yes 
Smartsheet No 
Trello No 
Wrike No 
Zapier No 

Pricing Details

$7.99 per use per month
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 No 
Live Rep (24/7) No 
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) No 
In Person No 

Types of Training

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

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

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