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UNTAP by EXM Overview

UNTAP by EXM is a sophisticated investment management software designed to streamline and optimize portfolio management for financial advisors and investment firms. This platform offers tools for portfolio tracking, performance analysis, and risk management, ensuring that your investment strategies are executed efficiently and effectively. With features like real-time data integration, customizable dashboards, and automated reporting, UNTAP by EXM provides comprehensive insights into portfolio performance and market trends. The software also includes client management tools, enabling advisors to deliver personalized investment advice and maintain strong client relationships. Integration with financial data sources and CRM systems ensures seamless data flow and unified investment management. Whether you're managing individual portfolios or institutional investments, UNTAP by EXM empowers you to make informed decisions and achieve your clients' financial goals.

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UNTAP by EXM Screenshot & Video

Contact Details

  • Vendor Name EXM Insight
  • Founded
  • Location United Kingdom

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Investment Management, Real Estate, Venture Capital

UNTAP by EXM Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management
  • Arrow Icon Roadmapping
  • Arrow Icon Scenario Planning
  • Arrow Icon Goal Setting/Tracking
  • Arrow Icon KPI Monitoring
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Scorecards
  • Arrow Icon Milestone Tracking
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Idea Management
  • Arrow Icon Dashboard

UNTAP by EXM Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

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UNTAP by EXM FAQs

UNTAP by EXM is a sophisticated investment management software designed to streamline and optimize portfolio management for financial advisors and investment firms. This platform offers tools for portfolio tracking, performance analysis, and risk management, ensuring that your investment strategies are executed efficiently and effectively. With features like real-time data integration, customizable dashboards, and automated reporting, UNTAP by EXM provides comprehensive insights into portfolio performance and market trends. The software also includes client management tools, enabling advisors to deliver personalized investment advice and maintain strong client relationships. Integration with financial data sources and CRM systems ensures seamless data flow and unified investment management. Whether you're managing individual portfolios or institutional investments, UNTAP by EXM empowers you to make informed decisions and achieve your clients' financial goals.

  • No, UNTAP by EXM does not offer a free version.

  • Yes, UNTAP by EXM offers a free trial.

  • No, Credit Card details are not required for the UNTAP by EXM trial.

  • No, UNTAP by EXM does not offer an API.

  • UNTAP by EXM offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • UNTAP by EXM offers training with the following options:
    • In-person , Live Online , Documentation , Videos

  • UNTAP by EXM supports the following languages:
    • English

  • Following are the typical users of the UNTAP by EXM:
    • Self-Employed , Small-Business , Midsize-Business

  • UNTAP by EXM supports the following deployment:
    • Cloud Hosted

  • UNTAP by EXM supports the following devices and operating systems:
    • Web-Based