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Features

Packed full of great stuff

Debt Portfolio

Debt Summaries, borrowing capacity, account balances and more.

Digital Wallet

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

Allocations

Allocate by debt type, fund, department, purpose, and more.

Future Planning

Built in planning tools offer clearer forecasting for more efficient spending.

Payments

Track all upcoming debt payments and receive real-time transaction alerts.

Storage

Store and manage all debt related documents and contracts.

Alerts

Set alerts for payments, banking, documents, rates, and system changes.

Share

Share internally or externally to your team with secure, role-based user access.

Features & Benefits

A Collaboration Platform That Moves You Forward

Intelligently Designed

Utilizing a user friendly, web-based design, Intelligent Portfolio provides user access from anywhere anytime across multiple devices providing you everything you need in the moment.  We do the heavy lifting so you can focus on the work that matters. 

Stay Organized

Documents are organized by debt instrument providing users both peace of mind and effortless access to official statements, closing documents, RFPs, resolutions, fee schedules, audits, and more.  Access anywhere at anytime from any computer or device.

Real-Time Balances

Budget offices spend as much time preparing for upcoming budget seasons as they do during budget planning.  Real-time debt balance information, available capacity levels, and payment information at your fingertips, let your data work for you to save valuable time.

Seamless Collaboration

It takes a team for planning, debt issuances, and post issuance compliance.  With user defined access, both internal and external team members can access and/or provide relevant information keeping your team up to speed.

Optimizing the Process

Once siloed information is now accessible and readily available to financial team members optimizing your debt management process.

Projections

Improve planning accuracy with allocations reporting and potential future borrowings.  Quickly produce charts to help visualize borrowing capacity levels for capital project needs.

Move your debt forward with

Intelligent Portfolio

Let our specialist show you how to get started.

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

Our clients are the heart of our organization.  We believe in a partnership beyond a contract and strive to be part of your team from the beginning. Our ongoing commitment includes technical support to product development enhancements.

The unoffical member of your finance team

There is no one-size-fits-all.  We are committed to understanding our clients' needs and work hard to ensure your success.

 
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