---
description: Learn more about Intelligent Portfolio pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Intelligent Portfolio Pricing, Reviews & Features - Capterra Canada 2026
---

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

# Intelligent Portfolio

Canonical: https://www.capterra.ca/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**.

-----

## 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
- 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.ca/directory/31123/financial-services/software)

## Related Categories

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

## Alternatives

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

## Reviews

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

> **Savino** | *May 1, 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.ca/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> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra Canada","address":{"@type":"PostalAddress","addressLocality":"Toronto","addressRegion":"ON","postalCode":"M2N 7E9","streetAddress":"5000 Yonge Street 14th Floor, Suite 1402 Toronto ON M2N 7E9"},"description":"Capterra Canada helps millions of people find the best business software. With software reviews, ratings, infographics and a comprehensive list of business software.","email":"info@capterra.ca","url":"https://www.capterra.ca/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.ca/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/Capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra/","https://www.instagram.com/capterra/","https://www.youtube.com/channel/UCyUw9-HIkKiYcTqcFDUcxPA"]},{"name":"Intelligent Portfolio","description":"Intelligent Portfolio is the most comprehensive software application for debt and lease management.  Finance officers benefit from a singular record for all outstanding debt obligations simplifying the debt management process from planning potential new borrowings through the post issuance compliance.  Drive efficiencies, collaboration, transparency, and better decision making throughout your organization.  Year end reporting for debt and leases (GASB-87) made simple with a click of a button.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/febd1d13-bf73-49f7-bd8b-7b9c513503ce.png","url":"https://www.capterra.ca/software/1020263/intelligent-portfolio","@id":"https://www.capterra.ca/software/1020263/intelligent-portfolio#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":5.0,"bestRating":5,"ratingCount":1},"operatingSystem":"Cloud, Apple, Windows, Linux, Chrome"},{"@id":"https://www.capterra.ca/software/1020263/intelligent-portfolio#faqs","@type":"FAQPage","mainEntity":[{"name":"What Is Intelligent Portfolio?","@type":"Question","acceptedAnswer":{"text":"Intelligent Portfolio is the most comprehensive software application for debt and lease management.Finance officers benefit from a singular record for all outstanding debt obligations simplifying the debt management process from planning potential new borrowings through the post issuance compliance.Drive efficiencies, collaboration, transparency, and better decision making throughout your organization.Year end reporting for debt and leases (GASB-87) made simple with a click of a button.","@type":"Answer"}},{"name":"Who Uses Intelligent Portfolio?","@type":"Question","acceptedAnswer":{"text":"Finance teams in school districts, local government, utilities, and higher education.","@type":"Answer"}}]},{"@id":"https://www.capterra.ca/software/1020263/intelligent-portfolio#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial Services Software","position":2,"item":"/directory/31123/financial-services/software","@type":"ListItem"},{"name":"Intelligent Portfolio","position":3,"item":"/software/1020263/intelligent-portfolio","@type":"ListItem"}]}]}
</script>