Intelligent Portfolio
Intelligent Portfolio : Reviews, Pricing, Features & AlternativesIntelligent Portfolio is a Finance Software. Review Intelligent Portfolio : Overview & Pricing
Intelligent Portfolio Overview : Features, Pricing, Reviews & Alternatives
Intelligent Portfolio is a Finance Software intended for businesses. Let’s discover user reviews, features and prices of this business app.
Intelligent Portfolio is listed as a Finance Software and Finance & Accounting Software for companies and is used for Financial Reporting, Financial Management, Government, Financial Services …
Intelligent Portfolio prices are available on demand .
Intelligent Portfolio is designed for local government finance teams to manage debt and leases, including the new GASB-87 standard
What is Intelligent Portfolio ?
Intelligent Portfolio is designed for local government finance teams to manage debt and leases, including the new GASB-87 standard. This easy-to-use, affordable solution offers a single record of all outstanding debt securities to ease the process from planning to post issuance. Benefit from increased collaboration, transparency, and efficiency to help you make better decisions across your organization. Create timelines about funds, goals, departments, etc. Simple year-end reporting at the click of a button, saving you valuable time.
Pros & Cons
When it comes to finding the right Finance tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.
One such familiar name in this arena is Intelligent Portfolio, and as you may have guessed from the title, this review will tell you more about Intelligent Portfolio’s pros and cons.
Weighing the pros & cons is essential before selecting this tool for your business and your team.
Intelligent Portfolio Pros : Key Benefits
– Easily manage all debts.
– Complete library of all data related to debt issues.
– Lease management and reporting for GASB-87 and future 96.
– Debt service schedules and automated financial reports.
– Dashboard KPI for debt and cash balances in real time.
– Commercial banking services to monitor cash flow throughout the organization.
– Critical notifications of payments, renewals, expirations, balances, etc.
– User-defined access levels for internal and external team members.
Intelligent Portfolio Cons
– Con : Custom integrations can come at a price.
Intelligent Portfolio Features
Here is the list of the main features of this computer software :
– What If Scenarios
– Access Controls/Permissions
– Accounting
– Activity Dashboard
– Activity Tracking
– Ad hoc Reporting
– Alerts / Escalation
– Alerts/Notifications
– Amortization Schedule
– Asset Lifecycle Management
– Audit Trail
– Budgeting/Forecasting
– Calendar Management
– Capitalization Reporting
– Cash Flow Management
– Cash Management
– Collaboration Tools
– Compliance Management
– Consolidation/Roll-Up
– Contact Management
Main function & Pro Features
– Critical Date Alerts
– Customizable Fields
– Customizable Reports
– Dashboard Creation
– Data Import/Export
– Data Visualization
– Document Management
– Document Storage
– Expense Tracking
– Financial Analysis
– Invoice Management
– Financial Management
– Mobile Access
– Financial Reporting
– Monitoring
– Fixed Asset Management
– Multi-Company
– For Equipment Leases
– Multi-Location
– For Real Estate
Intelligent Portfolio Integrations
Intelligent Portfolio may integrates with applications & plugins : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !
It also provides a powerful API toolkit that allows developers to build web services and exchange data.
Intelligent Portfolio Pricing
The Intelligent Portfolio pricing plan is available on request, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …
Intelligent Portfolio offers several pricing plans :
– Free Trial : $ 0 per user / per month
– Start : Price on demand
– Professional : Price on demand
– Enterprise : Price on demand
– Premium : Price on demand
Free Trial | Start | Professional | Enterprise | Premium |
$0 | Price on demand | Price on demand | Price on demand | Price on demand |
Per month | Per month | Per month | Per month | Per month |
Per user | Per user | Per user | Per user | Per user |
Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.
Sign up for a trial and start using it right away !
Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.
Screenshot of the Vendor Pricing Page :
Pricing Details
Pricing Model : Subscription
Free trial : No information
Free plan : No information
Freemium : No information
Starting price : Prices can vary depending on your business needs.
Entry-level set up fee : No setup fee
The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.
Deployment & Setup
Intelligent Portfolio is a cloud-based Finance platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).
intelligent-portfolio is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.
It supports desktop operating systems (like Windows …).
Technical Details & Specifications
Deployment : Cloud / SaaS
Desktop Operating Systems : Windows …
Mobile Platforms : –
Native Apps / Mobile Applications : –
GDPR compliance : No information
Supported languages
This application software supports the following languages : English …
Support & Training
Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : Email / Help Desk, Phone Support …
Hotline : Yes
Training options : Documentation, In Person, Live Online, Videos, Webinars …
Industry & Customers
Who use Intelligent Portfolio ?
This software package is tailored to business needs : Public Administration, Non Profit, Entrepreneur …
This web-based application is recommended for trades : Professional …
This cloud software is used in the sectors : Services …
Customer References
Testimonials & Customer References to decide if this is the right business software or service for your company : No reference …
Awards & Recognitions
No information .
Screenshots
This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (SME, Startup, Entrepreneur …)
Intelligent Portfolio Screenshots & Images : UI, dashboard …
Videos
This video is no longer available
Intelligent Portfolio Reviews
Here is our opinion on Intelligent Portfolio : this is a decent finance software to try .
Intelligent Portfolio User Reviews & Ratings
Online and customer reviews of Intelligent Portfolio software are quite plentiful and overall medium :
Overall rating : 3/5
Value for money : 3/5
Functionality : 3/5
Usefulness : 3/5
Ease of use : 3/5
User rating Excellent : 10%
User rating Very Good : 80%
User rating Average : 10%
User rating Poor : 0%
User rating Terrible : 0%
Popularity on social networks :
Your Customer Review on Intelligent Portfolio
What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …
Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend Intelligent Portfolio ? What is your likelihood to renew ?
FAQs
Why use a Finance Software ?
Finance Software can improve business productivity.
Main functions are : High availability, Role-Based Access Control, integrations …
Main characteristics are : Software is available over the Internet, application is maintained by the vendor, license to the software may be subscription based or usage based.
Company details
Developed by INTELLIGENT PORTFOLIO, Inc.
HQ location : USA
Founded :
Total revenue :
Industry : B2B SaaS company
Software Category : Finance & Accounting Software > Finance Software
Schema : SoftwareApplication > FinanceApplication
Tags : …
Website :
About This Article
This page was composed and published by SaaS-Alternatives.
The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.
Our opinion on Intelligent Portfolio is independent in order to highlight the strengths and weaknesses of this Finance Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.
Intelligent Portfolio Alternatives
If you’re understanding the drawbacks and you’re looking for a Intelligent Portfolio alternative, there are more than 5 competitors listed on SaaS-Alternatives !
If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.
Top 10 Alternatives & Competitors to Intelligent Portfolio
– DebtBook
– Sage Intacct
– Soft4Lessee
– flowpilot
– CapEx
You can also take a look at other business apps, like our EchoVera Intelligent OCR review and our Intelligent Contacts review.
Comparison with Similar Software & Contenders
Take an in-depth look at popular Finance & Accounting Software and Finance Software to find out which one is right for your needs. Discover how these Finance Software compare to Intelligent Portfolio when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !