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.
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.
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.
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.
Simplify how you work
Managing debt and planning for future needs can be time consuming. Bond documents, payment schedules, current debt balances, policies, and contracts are often stored in paper files or kept outside of your organization. Intelligent Portfolio offers a centralized platform to maintain and calculate live data, provide more efficient planning tools, and ensure institutional knowledge is preserved and transferable despite turn-over or retirement.
Our team of professionals collects outstanding debt documentation providing data analysis, format standardization, data import, and testing for a seamless product go-live.
Customer success begins with sound preparation and training. Our team provides onsite or web-based training to ensure each user's success.
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.
We partner with our clients to create a seamless experience from implementation to support
Debt Portfolio Totals
At-a-glance debt summaries and available borrowing capacity in real-time.
Store and manage all debt related documents by debt instrument for quick access.
Track all upcoming debt payments with real-time notifications.
Secure, role-based user access levels both internally and externally.
Link bank and investment accounts from any of the 11,500+ institutions.
Graphical representations by debt instrument for all outstanding debt.
View, export, or print debt reports, schedules, and payments.
System alerts notifies about upcoming payment, system changes, and more.
System access anywhere at anytime from any computer or device.