
Planview Portfolios is a Strategic Portfolio Management product that helps organizations translate strategy into results, managing investment trade-offs against capacity and financials, governing delivery against outcomes, and operating from a connected view of strategy, work, resources, and outcomes.
Forward Planning
• Scenario comparison against priorities, constraints, and dependencies, combining manually built scenarios with AI-generated options
• Investment prioritization, capacity planning, and demand management
• Program and product funding, roadmapping, and financial planning
• Forecast versus actuals tracking
Outcome-Led Governance
• Connected objectives and key results across portfolio, program, and team levels
• Strategic missions translated into specific investments
• Program management, project planning, and resource management
• Process automation, time reporting, and portfolio reporting and dashboards, with out-of-the-box reports and Power BI integration
• A governance and visibility layer across delivery modes, giving a unified strategic view of work happening in other Planview products used for Lean-Agile and collaborative execution
Contextual Intelligence
• A Connected Work Graph mapping relationships between strategy, dependencies, work, resources, and outcomes
• Planview Anvi, the AI built into Portfolios, which generates planning scenarios, surfaces status, risk, and sentiment signals for governance, and identifies patterns across the Connected Work Graph
• Anvi available through in-app intelligence, Anvi Chat, and Anvi Home
• Connections to systems of record across an organization's existing technology stack through Planview Hub
Security and Deployment
• SOC 2, ISO 27001, and ISO 27701 certification
• Data encryption in storage, transit, and backups
• Cloud-hosted or on-premise deployment options
• Customer data is not used to train AI models and is not shared with other customers or third parties
• Planview Anvi operates within the customer's own Planview environment rather than as an external service
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DXcharts is a white-label financial charting library. With 1-day integration, impressive native mobile apps, and an optional data feed, Devexperts has created a charting solution that sets new standards in performance.
Freedom to choose with 4 tailored options:
- Free white-label open source charting library (DXcharts Lite)
- DXcharts financial charting library: a white-label charting library with trading functionality
- DXcharts widget: a quick and easy tool for websites and blogs
- DXcharts source code for full ownership of the product
Why choose DXcharts?
- Fully customizable to match your brand: adjust colors, fonts, icons, and layouts effortlessly
- Access over 100 indicators, 48 drawing tools, and features like trading and news monitoring—all within the chart
- Designed for all devices with seamless mobile-friendly compatibility
- Explore DXcharts with a free trial
- Delivered ready with dxFeed, but you can also integrate any other market data source
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Monarch Money
Monarch Money is a modern personal finance app that simplifies managing your money by connecting all your accounts into one clear dashboard. It helps users track spending, create flexible budgets, plan financial goals, and monitor net worth effortlessly. The platform allows collaboration with partners or financial advisors at no extra cost, making joint money management easy and transparent. Monarch automatically categorizes transactions and detects recurring subscriptions to help control spending. It offers customizable charts and reports to visualize financial trends and progress toward goals. Available on web, iOS, and Android, Monarch keeps your finances synced and accessible anytime, anywhere.
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