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Intelligent Portfolio Logo

Public Leases & Debt Management made Simple.

Table of Contents

Intelligent Portfolio - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: March 2026

Intelligent Portfolio overview

What is Intelligent Portfolio?

Intelligent Portfolio is built for finance teams in local government to manage debt and leases including the new GASB-87 standard. This simple to use, the affordable solution offers a singular record for all outstanding debt obligations to help with the process from planning through post-issuance. Benefit from better collaboration, transparency, and efficiencies to help drive better decisions throughout your organization. Build schedules on funds, purposes, departments, and more. Simple year-end reporting with a click of a button saving valuable time.

Starting price


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with better value for money

Intelligent Portfolio’s user interface

Ease of use rating:

Intelligent Portfolio reviews

Overall rating

5.0

/5

1

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1.00/10
Rating distribution

5

4

3

2

1

1

0

0

0

0

Intelligent Portfolio's key features

Most critical features, based on insights from Intelligent Portfolio users:

Expense tracking
Data import/export
Reporting/Analytics
Financial analysis

All Intelligent Portfolio features

Features rating:

Access controls/permissions
Accounting
Activity dashboard
Activity tracking
Ad hoc reporting
Alerts/Escalation
Alerts/Notifications
Amortization schedule
Asset lifecycle management
Audit trail
Budgeting/Forecasting
Calendar management
Capitalization Reporting
Cash flow management
Cash management
Collaboration tools
Compliance management
Consolidation/Roll-Up
Contact management
Critical date alerts
Customizable fields
Customizable reports
Dashboard creation
Data import/export
Data visualization
Document management
Document storage
Expense tracking
Financial analysis
Financial management
Financial reporting
Fixed asset management
Forecasting
For Equipment Leases
For real estate
General ledger
Income & balance sheet
Investment management
Invoice management
Mobile access
Monitoring
Multi-Company
Multi-Location
Payment tracking
Performance metrics
Planning Tools
Portfolio management
Projections
Real-Time analytics
Real-Time data
Real-Time monitoring
Real-Time reporting
Real-Time updates
Records management
Reminders
Reporting/Analytics
Reporting & statistics
Revenue recognition
Risk management
Role-Based permissions
Search/Filter
Secure data storage
Self service portal
Task management
Third-Party integrations
Transaction history
Transaction monitoring
User management
Visual analytics
"What if" scenarios
Workflow management

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Intelligent Portfolio pricing

Value for money rating:

Starting from

Empty state illustration for "No pricing info"

No pricing info

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Intelligent Portfolio price and value

Value for money rating:

Intelligent Portfolio support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Phone Support

Training options

In Person
Live Online
Webinars
Documentation
Videos

Intelligent Portfolio FAQs

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