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
Modernize your FP&A process with an online workspace that’s built for collaboration and gives you real-time numbers and deeper strategic insights - all while working with familiar Excel functions.
Modernize your FP&A process with an online workspace that’s built for collaboration and gives you real-time numbers and deeper strategic insights -...

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

Starting from

Overall rating

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

Overall rating

4,5 /5
(19)
Ease of Use
4,6/5
Features & Functionality
4,4/5
Customer Service
4,8/5
Value for Money
4,8/5

Total features 31

  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Query
  • Ad hoc Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Asset Management
  • Assignment Management
  • Audit Trail
  • Automated Scheduling
  • Automatic Formatting
  • Budgeting/Forecasting
  • Built-In Database
  • CRM
  • Calendar Management
  • Cash Management
  • Charting
  • Client Management
  • Collaboration Tools
  • Commenting / Notes
  • Compliance Tracking
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Correlation Analysis
  • Currency Conversion
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Drag & Drop
  • Dynamic Modeling
  • ERP
  • Employee Self Service
  • Financial Analysis
  • Forecasting
  • General Ledger
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • HR Management
  • Historical Reporting
  • Income & Balance Sheet
  • Investments Tracking
  • Issue Management
  • Issue Tracking
  • KPI Monitoring
  • Key Performance Indicators
  • Knowledge Base Management
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multiple Data Sources
  • Multiple Format Support
  • Payroll Management
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Portfolio Management
  • Predictive Analytics
  • Process Control
  • Profit/Loss Statement
  • Profitability Analysis
  • Progress Reports
  • Progress Tracking
  • Project Accounting
  • Purchasing & Receiving
  • Quantitative Analysis
  • Quota Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Revision History
  • Risk Alerts
  • Risk Assessment
  • Risk Management
  • Role-Based Permissions
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Scenario Planning
  • Scorecards
  • Self Service Portal
  • Self-Service Reporting
  • Single Sign On
  • Statistical Analysis
  • Status Tracking
  • Strategic Planning
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Template Management
  • Third Party Integrations
  • Trend Analysis
  • Version Control
  • Visual Analytics
  • Workflow Management

Total features 93

  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Query
  • Ad hoc Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Asset Management
  • Assignment Management
  • Audit Trail
  • Automated Scheduling
  • Automatic Formatting
  • Budgeting/Forecasting
  • Built-In Database
  • CRM
  • Calendar Management
  • Cash Management
  • Charting
  • Client Management
  • Collaboration Tools
  • Commenting / Notes
  • Compliance Tracking
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Correlation Analysis
  • Currency Conversion
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Drag & Drop
  • Dynamic Modeling
  • ERP
  • Employee Self Service
  • Financial Analysis
  • Forecasting
  • General Ledger
  • Goal Setting / Tracking
  • Graphical Data Presentation
  • HR Management
  • Historical Reporting
  • Income & Balance Sheet
  • Investments Tracking
  • Issue Management
  • Issue Tracking
  • KPI Monitoring
  • Key Performance Indicators
  • Knowledge Base Management
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multiple Data Sources
  • Multiple Format Support
  • Payroll Management
  • Performance Management
  • Performance Metrics
  • Planning Tools
  • Portfolio Management
  • Predictive Analytics
  • Process Control
  • Profit/Loss Statement
  • Profitability Analysis
  • Progress Reports
  • Progress Tracking
  • Project Accounting
  • Purchasing & Receiving
  • Quantitative Analysis
  • Quota Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Revision History
  • Risk Alerts
  • Risk Assessment
  • Risk Management
  • Role-Based Permissions
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Scenario Planning
  • Scorecards
  • Self Service Portal
  • Self-Service Reporting
  • Single Sign On
  • Statistical Analysis
  • Status Tracking
  • Strategic Planning
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Template Management
  • Third Party Integrations
  • Trend Analysis
  • Version Control
  • Visual Analytics
  • Workflow Management
  • ADP Globalview Payroll
  • Acumatica Cloud ERP
  • Clearlogin
  • Dayforce HCM
  • Domo
  • Dynamics 365
  • Epicor ERP
  • FinancialForce Accounting
  • IBM Cognos Analytics
  • Infor Cloud ERP
  • JD Edwards EnterpriseOne
  • Microsoft Dynamics GP
  • Microsoft Excel
  • Microsoft Power BI
  • NetSuite
  • Paylocity
  • Qlik Sense
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Sage 300 Construction and Real Estate
  • Sage Intacct
  • Salesforce Sales Cloud
  • Tableau
  • Workato
  • ADP Globalview Payroll
  • Acumatica Cloud ERP
  • Clearlogin
  • Dayforce HCM
  • Domo
  • Dynamics 365
  • Epicor ERP
  • FinancialForce Accounting
  • IBM Cognos Analytics
  • Infor Cloud ERP
  • JD Edwards EnterpriseOne
  • Microsoft Dynamics GP
  • Microsoft Excel
  • Microsoft Power BI
  • NetSuite
  • Paylocity
  • Qlik Sense
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Sage 300 Construction and Real Estate
  • Sage Intacct
  • Salesforce Sales Cloud
  • Tableau
  • Workato