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Intelligent Portfolio

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About Intelligent Portfolio

Intelligent Portfolio is a portfolio management software from Intelligent Portfolio that supports financial advisors in managing client investments. It combines data analytics, reporting tools, and risk assessment features so advisors can make informed investment decisions. This platform allows for the customization of investment strategies and provides insights into market trends. Users can track portfolio performance and adjust asset allocations based on client goals and risk tolerance. Key capabilities: data analytics reporting tools risk assessment customizable investment strategies market trend insights Best for: financial advisors that need efficient portfolio management solutions.

Intelligent Portfolio Details

Vendor
Intelligent Portfolio
Year Launched
2018
Location
Charlotte, North Carolina 28271, US
Deployment
cloud
Training Options
videos, demo, account manager, community
Countries Served
All Countries
Languages
English, Spanish, French, German, Chinese (Simplified)
Users
Financial Analysts, Accountants, Financial Managers, Government Officials, Lease Administrators
Industries Served
Financial Management, Financial Reporting, Financial Services, Government, Lease Accounting, Lease Management
Tags
Financial Management, Financial Reporting, Financial Services, Government, Lease Accounting, Lease Management

Intelligent Portfolio's In-App Market Place

Does Intelligent Portfolio have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD ($), CAD ($), JPY (¥), CHF (CHF), CNY (¥), INR (₹), RUB (₽)

Pros & Cons

  • Manages debt obligations centrally, giving clear visibility over all liabilities.
  • Supports lease and subscription tracking, with compliance for GASB-87 and GASB-96.
  • Cash-monitoring integrates with 11,500+ institutions for real-time balances.
  • Allows allocation reporting by fund, department, purpose, improving financial planning.
  • Built-in forecasting tools help with “future planning” and spending projection.
  • Document vault stores debt and lease contracts, improving compliance and audit-readiness.
  • API access is reported not available, limiting integration with other systems.
  • Onboarding and setup might require considerable time for accurate configuration.
  • Users depend on clean data input; poor data quality can compromise forecasts.
  • May be overkill for organisations with very simple debt or lease structures.
  • Training may be needed for non-finance team members to use forecasting and dashboards.
  • Transitioning from legacy tools could involve significant change management.

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