solevant logo
UNTAP by EXM logo

UNTAP by EXM

0(0 reviews)
Software Status:Active

About UNTAP by EXM

UNTAP by EXM is a cloud‑based investment management and portfolio intelligence platform designed primarily for private capital markets, including private equity, private credit, real estate and infrastructure funds.

UNTAP by EXM Details

Vendor
EXM
Year Launched
2020
Location
The Hub Farnborough Business Park, Farnborough, England GU14 7JP, GB
Deployment
cloud, web browser
Training Options
videos, live online, in person
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Japanese, Chinese
Users
Investment Manager, Financial Analyst, Portfolio Manager, Wealth Advisor, Fund Manager, Strategist, Planner.
Industries Served
Investment Management, Strategic Planning
Tags
Investment Management, EXM

UNTAP by EXM's In-App Market Place

Does UNTAP by EXM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

NA

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (CHF), HKD (HK$), CNY (CN¥)

Pros & Cons

  • The platform does the heavy lifting of data collection, saving teams from the nightmare of manual spreadsheets.
  • It turns messy board packs into clear summaries, making it much easier to spot what actually matters.
  • The transition from compliance-heavy ESG to value-driven ESG helps justify sustainability efforts to investors.
  • The customer support team is famously responsive, often acting more like partners than just a help desk.
  • Having a "single source of truth" for the whole portfolio makes quarterly reporting significantly less stressful.
  • New users might find the initial setup a bit steep without taking full advantage of their training sessions.
  • If your team relies on very niche third-party software, you might need custom work for perfect integration.
  • Smaller firms might find the comprehensive feature set more than they actually need for simple tracking.
  • Performance can sometimes feel a bit sluggish when you are trying to crunch massive, complex data sets.
  • While the built-in reports are sharp, they can sometimes lack the deep customization some power users crave.

UNTAP by EXM's Support Options

UNTAP by EXM's Alternatives