INTELLIGENT DESIGN

Focus on the work that matters

Utilizing a web-based design, Intelligent Portfolio provides user access from anywhere anytime and across multiple devices.  Our centralized system provides everything you need from document organization to real-time balance information in one simple-to-use application.  We do the heavy lifting so you can focus on the work that matters. 

STAY ORGANIZED

Peace of mind

Documents are organized by debt instrument or at an issuer level providing users both peace of mind and effortless access to official statements, closing documents, RFPs, resolutions, fee schedules, audits, and more.

SEAMLESS COLLABORATION

Keep everyone up to speed

It takes a team.  Finance officers, administrators, financial advisors, bond counsel, council members, auditors, and more are often involved in planning, debt issuances, and post-issuance compliance.  With user-defined access, team members can access and/or provide relevant information keeping all team members up to speed.

REAL-TIME BALANCES

Save time when it counts

Time is likely the most precious commodity.  Budget officers spend as much time preparing for upcoming budget seasons as they do during budget planning.  With real-time debt balance information, available capacity levels, and payment information at your fingertips, let your data work for you so you can spend time where it matters most.

Implementation 

Our team of professionals collects outstanding debt documentation providing data analysis, format standardization, data import, and testing for a seamless product go-live.

Training

Customer success begins with sound preparation and training.  Our team provides onsite or web-based training to ensure each user's success.

Ongoing

We believe in a partnership that extends beyond a contract.  We strive to be a part of your team from the moment our partnership begins.  Our ongoing support includes everything from technical support to product development enhancements.  Our clients are the heart of our organization and what drives our products and services forward.

SUPPORT

We partner with our clients to create a seamless experience from implementation to support

Storage

Store and manage all debt related documents by debt instrument for quick access.

Access Anywhere

System access anywhere at anytime from any computer or device.

Secure

Have confidence that your documents are stored on a private cloud based server. 

Debt Totals

At-a-glance debt summaries and available borrowing capacity in real-time.

Digital Wallet

Link bank and investment accounts from any of the 11,500+ institutions.

Charts & Reporting

Graphical representations by debt instrument.  View, export, or print debt reports, schedules, and payments.

Share

Secure, role -based user access levels both internally and externally.

Alerts

System alerts notifies about upcoming payment, system changes, and more.

Payments

You and your team can track all upcoming debt payments with real-time notifications.

I'm ready to save time on Public Debt.