ClearPoint Strategy is a strategic planning, management, and reporting solution for managers of SMBs, large enterprises, and local governments. ClearPoint’s core features include strategic planning, project management, and automated reporting. Users can build custom charts, scorecards, and reports.
ClearPoint Strategy is a strategic planning, management, and reporting solution for managers of SMBs, large enterprises, and local governments....

Platforms Supported

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

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 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
  • Chat

Starting from

US$250,00/month

  • Subscription

Starting from

  • Subscription

Overall rating

4,9 /5
(35)
Ease of Use
4,7/5
Features & Functionality
4,6/5
Customer Service
5/5
Value for Money
4,8/5

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 70

  • API
  • Accounting
  • Action Item Tracking
  • Activity Dashboard
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Automated Scheduling
  • Benchmarking
  • Budgeting/Forecasting
  • Business Plan Templates
  • Charting
  • Client Management
  • Collaboration Tools
  • Compliance Tracking
  • Consolidation/Roll-Up
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Database Support
  • Document Templates
  • Drag & Drop
  • Email Alerts
  • Email Invitations & Reminders
  • Financial Analysis
  • Financial Modeling
  • Financial Reporting
  • Forecasting
  • Gantt/Timeline View
  • Goal Setting / Tracking
  • HTML5 Technology
  • Heatmaps
  • Historical Trend Analysis
  • Idea Management
  • Investments Tracking
  • Issue Management
  • Issue Tracking
  • KPI Monitoring
  • Key Performance Indicators
  • Knowledge Base Management
  • Marketing Reports
  • Milestone Tracking
  • Monitoring
  • Multiple Data Sources
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Portfolio Management
  • Process Control
  • Progress Reports
  • Progress Tracking
  • Project Accounting
  • Project Management
  • Project Planning
  • Project Tracking
  • Project Workflow
  • Projections
  • Qualitative Analysis
  • Quantitative Analysis
  • Real Time Monitoring
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Assessment
  • Risk Management
  • Sales Reports
  • Scenario Planning
  • Scheduled / Automated Reports
  • Scorecards
  • Search/Filter
  • Single Sign On
  • Status Tracking
  • Strategic Planning
  • Summary Reports
  • Task Progress Tracking
  • Third Party Integrations
  • Two-Factor Authentication
  • WYSIWYG Editor

Total features 31

  • API
  • Accounting
  • Action Item Tracking
  • Activity Dashboard
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Automated Scheduling
  • Benchmarking
  • Budgeting/Forecasting
  • Business Plan Templates
  • Charting
  • Client Management
  • Collaboration Tools
  • Compliance Tracking
  • Consolidation/Roll-Up
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Database Support
  • Document Templates
  • Drag & Drop
  • Email Alerts
  • Email Invitations & Reminders
  • Financial Analysis
  • Financial Modeling
  • Financial Reporting
  • Forecasting
  • Gantt/Timeline View
  • Goal Setting / Tracking
  • HTML5 Technology
  • Heatmaps
  • Historical Trend Analysis
  • Idea Management
  • Investments Tracking
  • Issue Management
  • Issue Tracking
  • KPI Monitoring
  • Key Performance Indicators
  • Knowledge Base Management
  • Marketing Reports
  • Milestone Tracking
  • Monitoring
  • Multiple Data Sources
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Portfolio Management
  • Process Control
  • Progress Reports
  • Progress Tracking
  • Project Accounting
  • Project Management
  • Project Planning
  • Project Tracking
  • Project Workflow
  • Projections
  • Qualitative Analysis
  • Quantitative Analysis
  • Real Time Monitoring
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Assessment
  • Risk Management
  • Sales Reports
  • Scenario Planning
  • Scheduled / Automated Reports
  • Scorecards
  • Search/Filter
  • Single Sign On
  • Status Tracking
  • Strategic Planning
  • Summary Reports
  • Task Progress Tracking
  • Third Party Integrations
  • Two-Factor Authentication
  • WYSIWYG Editor
  • Microsoft Excel
  • Zapier
  • Microsoft Excel
  • Zapier