Intelligent Portfolio 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Intelligent Portfolio

5.0

(1)

Pricing

Pricing available upon request

About Intelligent Portfolio

Serving governments, school districts, utilities, and higher education, Intelligent Portfolio is a cloud-based application built for finance professionals. Intelligent Portfolio enables better decisions throughout the organization by providing a singular record to work from. Quickly calculate and/or build custom debt schedules by fund, purpose, etc., as well as track leases and stay compliant with the new leases accounting standards such as GASB-87.

Intelligent Portfolio Screenshots

Intelligent Portfolio Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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Intelligent Portfolio Features

Popular features found in Financial Reporting
Bank Reconciliation
Billing & Invoicing
Cash Management
Consolidation/Roll-Up
Data Import/Export
Expense Tracking
Financial Analysis
Multi-Currency
Reporting/Analytics
More features of Intelligent Portfolio
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
Collaboration Tools
Compliance Management
Contact Management
Critical Date Alerts
Customizable Fields
Customizable Reports
Dashboard Creation
Data Visualization
Document Management
Document Storage
Financial Management
Financial Reporting
Fixed Asset Management
Forecasting
For Equipment Leases
For Real Estate
General Ledger
Income & Balance Sheet
Investment Management
Invoice Management
Mobile Access
Monitoring
Multi-Company
Multi-Location
Payment Tracking
Performance Metrics
Planning Tools
Portfolio Management
Projections
Real-Time Analytics
Real-Time Data
Real-Time Monitoring
Real-Time Reporting
Real-Time Updates
Records Management
Reminders
Reporting & Statistics
Revenue Recognition
Risk Management
Role-Based Permissions
Search/Filter
Secure Data Storage
Self Service Portal
Task Management
Third-Party Integrations
Transaction History
Transaction Monitoring
User Management
Visual Analytics
"What If" Scenarios
Workflow Management