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Ratings and Reviews 0 Ratings
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What is PortfolioIQ?
PortfolioIQ efficiently gathers information from various sources, including Board presentations, financial documents, data requests via forms and emails, as well as models for forecasts and valuations, all with flawless accuracy. This streamlining allows teams to focus predominantly on analyzing the data rather than sorting through it.
With a robust automated system for data requests, PortCos eliminates redundant efforts by utilizing both documents and forms to obtain key metrics. A dedicated dashboard facilitates the monitoring of request statuses and identifies data discrepancies without causing any delays.
Moreover, the process is entirely free from manual intervention. Gone are the days of transferring information from documents to spreadsheets, as the data extraction is performed with unwavering precision, negating the need for additional verification. Notifications are automatically dispatched whenever there are changes in essential metrics, ensuring that teams remain informed.
In addition, PortCo metrics can be comprehensively monitored, allowing for the tracking of both actual figures and projections while maintaining audit trails for historical metric data and any necessary re-statements.
This system promotes the generation of insights rather than just spreadsheets, ensuring consistency in metric names and timeframes. It also enables the creation of derived metrics across the entire portfolio, facilitating effective benchmarking with time adjustments to better analyze performance over time. By harnessing these capabilities, organizations can transform their data management practices into a strategic advantage.
What is Markitsoft Control Panel?
Our business intelligence software is fundamentally built around a design that prioritizes user-friendliness. By leveraging Microsoft Excel, it provides a familiar and easy-to-navigate interface that incorporates a well-organized digital dashboard along with distinctive income statements, balance sheets, and cash-flow reports, which together form a comprehensive management reporting system. This functionality allows managers to assess their monthly performance in relation to budgets, forecasts, and historical data, making it easy to pinpoint areas needing adjustments. The dashboard employs a traffic light system—red, amber, and green—to effectively illustrate key performance indicators, helping managers to clearly visualize their financial positions. By utilizing Excel’s features and capitalizing on existing spreadsheet knowledge, our business intelligence software presents a highly economical and straightforward approach to performance management. Additionally, this method not only improves decision-making but also cultivates a deeper understanding of financial health throughout the entire organization, ultimately leading to more informed strategic planning. Such capabilities ensure that managers are always equipped with the necessary tools to drive the business forward effectively.
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Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$30 one-time payment
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Synaptic
Date Founded
2006
Company Location
India
Company Website
portfolioiq.ai/
Company Facts
Organization Name
Markitsoft
Date Founded
2002
Company Location
United Kingdom
Company Website
www.markitsoft.com/control-panel/default.htm
Categories and Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Categories and Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement