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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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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.

Key benefits of using Intelligent Portfolio

* Easily manage all debt obligations.
* Lease management and reporting for GASB-87 and upcoming 96.
* Comprehensive library of all data related to debt issuances.
* Dashboard KPI's for real-time debt and cash balances.
* Automated debt service schedules and financial reporting.
* User-defined access levels for internal & external team members.
* Enterprise banking to monitor cash across the organization.
* Critical notifications for payments, renewals, expirations, balances, and more.

Starting price


Alternatives

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 recommend9/10
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:

Calendar management
Data import/export
Accounting
Expense tracking
Income & balance sheet
Reporting/Analytics

All Intelligent Portfolio features

Features rating:

"What if" scenarios
Access controls/permissions
Activity dashboard
Activity tracking
Ad hoc reporting
Alerts/Escalation
Alerts/Notifications
Amortization schedule
Asset lifecycle management
Audit trail
Budgeting/Forecasting
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 visualization
Document management
Document storage
Financial analysis
Financial management
Financial reporting
Fixed asset management
For Equipment Leases
For real estate
Forecasting
General ledger
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 & 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
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

Q. What type of pricing plans does Intelligent Portfolio offer?

Intelligent Portfolio has the following pricing plans:
Pricing model: Subscription

These products have better value for money


Q. Who are the typical users of Intelligent Portfolio?

Intelligent Portfolio has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


Q. What languages does Intelligent Portfolio support?

Intelligent Portfolio supports the following languages:
English


Q. Does Intelligent Portfolio offer an API?

No, Intelligent Portfolio does not have an API available.


Q. What level of support does Intelligent Portfolio offer?

Intelligent Portfolio offers the following support options:
Email/Help Desk, Phone Support

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