EXM

Strategic planning and collaboration for fund managers
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Overview

Overview

Platforms Supported

Platforms Supported

Web Based Web Based
iPhone App iPhone App
Android App Android App
Windows App Windows App

Support Options

Support Options

FAQs FAQs
Knowledge Base Knowledge Base
Online Support Online Support
Phone Support Phone Support
Video Tutorials Video Tutorials

Pricing

Pricing

Starting From

Starting From

N/A
Subscription Subscription

Reviews

Reviews

Overall rating Overall rating
Ease of use Ease of use
Value for money Value for money
Customer support Customer support

Features

Features

API API
Accounting Management Accounting Management
Activity Dashboard Activity Dashboard
Client Management Client Management
Collaboration Tools Collaboration Tools
Customizable Reporting Customizable Reporting
Data Synchronization Data Synchronization
Financial Analysis Financial Analysis
Goal Setting / Tracking Goal Setting / Tracking
Issue Management Issue Management
Issue Tracking Issue Tracking
Knowledge Base Management Knowledge Base Management
Monitoring Monitoring
Performance Management Performance Management
Performance Metrics Performance Metrics
Portfolio Management Portfolio Management
Process Control Process Control
Progress Reports Progress Reports
Progress Tracking Progress Tracking
Real Time Monitoring Real Time Monitoring
Real Time Updates Real Time Updates
Risk Assessment Risk Assessment
Status Reporting Status Reporting
Status Tracking Status Tracking
Strategic Planning Strategic Planning
Summary Reports Summary Reports

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