YOU CAN TRUST.
Are you aware of the risk using multiple spreadsheets to track your outstanding debt? A study by Ray Panko, a University of Hawaii professor, discovered that, on average, 88% of excel spreadsheets have at least one error in their formulas, and just one error could be very costly.
Intelligent Portfolio was designed to reduce time and errors needed to prepare for budget and audit seasons with accurate and up-to-data. Track historical debt service payments and model accurate future payments for the life of the loan. Seamlessly track, manipulate, and analyze your debt portfolio across multiple categories, filters, and allocation types from a single source you can trust.
SECURE, CLOUD-BASED ACCESSIBILITY
Manage outstanding debt and compliance from anywhere. All you need is a web browser and an internet connection.
SHARE WITH YOUR TEAM
It takes a team to manage debt (auditors, bond counsel, financial advisors, etc). Invite unlimited users internally and externally.
Ability to track and manipulate debt obligations across categories, filters, and allocations (debt type, source or repayment, purpose, and more).
System and email alerts for critical dates including upcoming payments, rates, system changes, and more.
Keep all information and documentation related to your debt portfolio in a single, secure space.
SAVE TIME REPORTING
Robust reporting saves valuable time throughout the year. Quickly produce reports with data you can trust.
No need to invest in and maintain server hardware. Information is stored securely in the cloud with redundant backups.
SIMPLIFY ADMINISTRATION CHANGES
Hand off the keys to your debt portfolio to a new administration or new employee in an easy, clean transition.
A COMPLETE SOLUTION FOR MANAGING YOUR PUBLIC DEBT.
Imagine the benefits of a web-based solutions that allows you to keep everything debt related in one location. Intelligent Portfolio is a web-based, secure, hosted software that does just that.