Reduce the time it takes to prepare for budget and audit seasons. 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. Produce one-click reports saving valuable time.
Compliant with the current GASB-87 standards, Intelligent Portfolio delivers a complete, simple-to-use solution for lease management. Import or calculate amortization schedules schedules, track associated assets, produce year-end reports, manage renewals, lease end dates, and much more with ease. For more details regarding the new GASB-87 standard click here.
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.