Intelligent Portfolio

Intelligent Portfolio is a debt and cash management software application serving the K-12, local government, utilities, and higher ed sectors. Managing debt and planning for future needs can be overwhelming. 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.