Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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