IN ONE PLACE.
Tired of multiple banking logins across different institutions? Easily monitor account balances and transactions with Intelligent Portfolio. User-defined notifications alert users of balance threshold exceptions and transactions as they occur.
View cash positions from the dashboard grouped by your banking institution. When adding a bank decide which accounts to add that are of most importance. Balances are updated daily.
Drill down inside each account for a quick look at recent transactions. See when transactions have cleared. Export transactions from one centralized platform.
Set up system and email alerts for banking thresholds. Let the system monitor if an account goes above or below your pre-determined amounts.
SECURE, CLOUD-BASED ACCESSIBILITY
Our 3rd party provider is ISO27001 and ISO27701 certified. Both are internationally recognized standards; these certifications are part of their security and privacy assurance program, which also includes an annual SOC 2 Type II report.
A SOLUTION FOR MONITORING YOUR CASH.
Imagine the benefits of a web-based solution that allows you to connect to any of the 11,000 supported banks and monitor from one location. Intelligent Portfolio is a web-based, secure, hosted software that does just that.