Track the progress of your strategic plan with Balanced Scorecard Software, Strategy Maps, dashboards, and instantly generated exports in PDF, PPT, and Excel.
Track the progress of your strategic plan with Balanced Scorecard Software, Strategy Maps, dashboards, and instantly generated exports in PDF, PPT,...

Platforms Supported

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

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
EXM is designed to assist fund and portfolio managers with creating business strategies and collaborating with stakeholders. Key features include risk management, performance tracking, monitoring, reporting and analytics
EXM is designed to assist fund and portfolio managers with creating business strategies and collaborating with stakeholders. Key features include...

Platforms Supported

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

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

US$880,00/month

  • Free
  • Subscription

Starting from

  • Free
  • Subscription

Overall rating

4,7 /5
(32)
Ease of Use
4,8/5
Features & Functionality
5/5
Customer Service
4,9/5
Value for Money
5/5

Overall rating

0 /5
(0)
Ease of Use
0/5
Features & Functionality
0/5
Customer Service
0/5
Value for Money
0/5

Total features 93

  • API
  • Accounting
  • Activity Dashboard
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Agile Methodologies
  • Alerts/Notifications
  • Benchmarking
  • Budgeting/Forecasting
  • Business Process Control
  • Change Planning
  • Client Management
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Consolidation/Roll-Up
  • Corrective and Preventive Actions (CAPA)
  • Customizable Dashboard
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Analysis Tools
  • Data Capture and Transfer
  • Data Connectors
  • Data Import/Export
  • Data Integration
  • Data Management
  • Data Quality Control
  • Data Synchronization
  • Data Visualization
  • Drag & Drop
  • Exceptions Management
  • File Sharing
  • Financial Analysis
  • Financial Reporting
  • Forecasting
  • Gantt/Timeline View
  • Goal Management
  • Goal Setting / Tracking
  • Idea Management
  • Incident Management
  • Individual Development Plans
  • Information Governance
  • Internal Controls Management
  • Investments Tracking
  • Issue Management
  • Issue Tracking
  • KPI Monitoring
  • Key Performance Indicators
  • Knowledge Base Management
  • Learning Management
  • Legal Risk Management
  • Master Data Management
  • Metadata Management
  • Milestone Tracking
  • Mind Maps
  • Mobile Access
  • Mobile Dashboards
  • Monitoring
  • Negative Feedback Management
  • Operational Risk Management
  • Percent-Complete Tracking
  • Performance Appraisal
  • Performance Management
  • Performance Metrics
  • Performance Review Management
  • Portfolio Management
  • Predictive Analytics
  • Prioritization
  • Process Control
  • Progress Reports
  • Progress Tracking
  • Project Planning/Scheduling
  • Projections
  • Qualitative Analysis
  • Quantitative Analysis
  • Real Time Analytics
  • Real Time Monitoring
  • Real Time Reporting
  • Real-time Updates
  • Reporting/Analytics
  • Reputational Risk Management
  • Response Management
  • Review Cycle Tracking
  • Risk Assessment
  • Risk Management
  • Risk Reporting
  • Risk Scoring
  • Roadmapping
  • Scheduled / Automated Reports
  • Scorecards
  • Search/Filter
  • Self Assessment
  • Self Service Portal
  • Single Page View
  • Skills Assessment
  • Status Tracking
  • Step-by-Step Wizard
  • Strategic Planning
  • Summary Reports
  • Task Management
  • Task Planning
  • Third Party Integrations
  • Traditional Methodologies
  • Trend / Problem Indicators
  • Visual Analytics
  • Weighted Performance Measures

Total features 31

  • API
  • Accounting
  • Activity Dashboard
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Agile Methodologies
  • Alerts/Notifications
  • Benchmarking
  • Budgeting/Forecasting
  • Business Process Control
  • Change Planning
  • Client Management
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Consolidation/Roll-Up
  • Corrective and Preventive Actions (CAPA)
  • Customizable Dashboard
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Analysis Tools
  • Data Capture and Transfer
  • Data Connectors
  • Data Import/Export
  • Data Integration
  • Data Management
  • Data Quality Control
  • Data Synchronization
  • Data Visualization
  • Drag & Drop
  • Exceptions Management
  • File Sharing
  • Financial Analysis
  • Financial Reporting
  • Forecasting
  • Gantt/Timeline View
  • Goal Management
  • Goal Setting / Tracking
  • Idea Management
  • Incident Management
  • Individual Development Plans
  • Information Governance
  • Internal Controls Management
  • Investments Tracking
  • Issue Management
  • Issue Tracking
  • KPI Monitoring
  • Key Performance Indicators
  • Knowledge Base Management
  • Learning Management
  • Legal Risk Management
  • Master Data Management
  • Metadata Management
  • Milestone Tracking
  • Mind Maps
  • Mobile Access
  • Mobile Dashboards
  • Monitoring
  • Negative Feedback Management
  • Operational Risk Management
  • Percent-Complete Tracking
  • Performance Appraisal
  • Performance Management
  • Performance Metrics
  • Performance Review Management
  • Portfolio Management
  • Predictive Analytics
  • Prioritization
  • Process Control
  • Progress Reports
  • Progress Tracking
  • Project Planning/Scheduling
  • Projections
  • Qualitative Analysis
  • Quantitative Analysis
  • Real Time Analytics
  • Real Time Monitoring
  • Real Time Reporting
  • Real-time Updates
  • Reporting/Analytics
  • Reputational Risk Management
  • Response Management
  • Review Cycle Tracking
  • Risk Assessment
  • Risk Management
  • Risk Reporting
  • Risk Scoring
  • Roadmapping
  • Scheduled / Automated Reports
  • Scorecards
  • Search/Filter
  • Self Assessment
  • Self Service Portal
  • Single Page View
  • Skills Assessment
  • Status Tracking
  • Step-by-Step Wizard
  • Strategic Planning
  • Summary Reports
  • Task Management
  • Task Planning
  • Third Party Integrations
  • Traditional Methodologies
  • Trend / Problem Indicators
  • Visual Analytics
  • Weighted Performance Measures
  • Microsoft Excel
  • Zapier
  • Microsoft Excel
  • Zapier