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features
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support

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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.

Description

Venn, developed by Two Sigma, empowers investors to adopt a contemporary, data-driven methodology for managing multi-asset portfolio risks and making informed investment choices. Enhance your investment assessment workflow while fostering collaboration among your team members. Venn features a user-friendly interface and an intuitive factor-based risk framework designed to assist investors in identifying potential risks within their portfolios and adjusting their strategies to align with future goals. By comparing managers against your specific objectives, you can utilize conventional risk metrics alongside factor analysis, requiring only a set of returns to begin. Gain deeper insights into the risk factors influencing your portfolio through the Two Sigma Factor Lens™️, and perform optimization analyses tailored to your organization's unique constraints and objectives. Venn not only enables you to proactively mitigate undesired or unremunerated risks but also provides clarity on how variations in your strategic asset allocation can impact anticipated performance and allows for the optimization of your current investment positions. Ultimately, Venn serves as a crucial tool in refining your investment strategy and enhancing overall portfolio performance.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Power BI Yes 

Integrations

Microsoft Power BI No 

Pricing Details

Price on request
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

Business Hours No 
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 No 

Vendor Details

Company Name

EXM Insight Limited

Founded

2017

Country

United Kingdom

Website

www.exm.cloud/value-creation-and-portfolio-monitoring-software

Vendor Details

Company Name

Two Sigma

Founded

2019

Country

United States

Website

www.venn.twosigma.com

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 

Product Features

Investment Management

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

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