---
description: Get information about Intelligent Portfolio price, usability & features from verified user experiences. Read reviews from Indian business users & discover similar tools.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Intelligent Portfolio Price, Features, Reviews & Ratings - Capterra India
---

Breadcrumb: [Home](/) > [Financial Services Software](/directory/31123/financial-services/software) > [Intelligent Portfolio](/software/1020263/intelligent-portfolio)

# Intelligent Portfolio

Canonical: https://www.capterra.in/software/1020263/intelligent-portfolio

> Debt and lease management software serving K-12, Local Government, Utilities, and Higher Education.
> 
> Verdict: Rated **5.0/5** by 1 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses Intelligent Portfolio?

Finance teams in school districts, local government, utilities, and higher education.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 1 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support Software | 5.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Navigator Solutions Group

## Commercial Context

- **Pricing model**: Flat Rate
- **Pricing Details**: Upon request
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Accounting Software
- Amortization Schedule
- Asset Lifecycle Management
- Audit Trail
- Budgeting/Forecasting
- Cash Management
- Compliance Management
- Consolidation/Roll-Up
- Contact Management Software
- Dashboard Creation
- Data Import/Export
- Data Visualization Software
- Document Management Software
- Financial Analysis
- Financial Management Software
- Financial Reporting Software
- Forecasting
- General Ledger Software
- Income & Balance Sheet
- Portfolio Management
- Real-Time Data
- Reminders
- Reporting/Analytics
- Risk Management Software
- Self Service Portal
- Task Management Software
- Transaction Monitoring

## Support Options

- Email/Help Desk
- Phone Support

## Category

- [Financial Services Software](https://www.capterra.in/directory/31123/financial-services/software)

## Related Categories

- [Financial Services Software](https://www.capterra.in/directory/31123/financial-services/software)
- [Lease Accounting Software](https://www.capterra.in/directory/31198/lease-accounting/software)
- [Government Software](https://www.capterra.in/directory/20048/government/software)
- [Financial Management Software](https://www.capterra.in/directory/31136/financial-management/software)
- [Lease Management Software](https://www.capterra.in/directory/30219/lease-management/software)

## Alternatives

1. [PayPal](https://www.capterra.in/software/179251/paypal) — 4.6/5 (26301 reviews)
2. [AppNomu SalesQ](https://www.capterra.in/software/1036493/appnomu) — 4.6/5 (95 reviews)
3. [Sage Intacct](https://www.capterra.in/software/76/intacct) — 4.3/5 (608 reviews)
4. [DebtBook](https://www.capterra.in/software/1015125/debtbook) — 4.9/5 (16 reviews)
5. [Plaid](https://www.capterra.in/software/174384/plaid) — 4.4/5 (95 reviews)

## Reviews

### "Aggressive Acccounting Solution for Businesses" — 5.0/5

> **Savino** | *1 May 2024* | Chemicals | Recommendation rating: 9.0/10
> 
> **Pros**: Intelligent Portfolio manages all costs, and it ensure all the accounting solutions are well meet.
> 
> **Cons**: Intelligent Portfolio has an impressive support, with no accounting challenges.

## Links

- [View on Capterra](https://www.capterra.in/software/1020263/intelligent-portfolio)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/237846/Intelligent-Portfolio/> |
| en-AE | <https://www.capterra.ae/software/1020263/intelligent-portfolio> |
| en-AU | <https://www.capterra.com.au/software/1020263/intelligent-portfolio> |
| en-CA | <https://www.capterra.ca/software/1020263/intelligent-portfolio> |
| en-GB | <https://www.capterra.co.uk/software/1020263/intelligent-portfolio> |
| en-IE | <https://www.capterra.ie/software/1020263/intelligent-portfolio> |
| en-IL | <https://www.capterra.co.il/software/1020263/intelligent-portfolio> |
| en-IN | <https://www.capterra.in/software/1020263/intelligent-portfolio> |
| en-NZ | <https://www.capterra.co.nz/software/1020263/intelligent-portfolio> |
| en-SG | <https://www.capterra.com.sg/software/1020263/intelligent-portfolio> |
| en-ZA | <https://www.capterra.co.za/software/1020263/intelligent-portfolio> |

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