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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Delivers comprehensive financial analysis through reports like Operating Statements, Balance Sheets, and Trial Balances in various formats, including Current Year, Comparative, Monthly, and Annual Trend, organized by different hierarchies. It provides departmental account holders with targeted financial insights to address inquiries such as “What is my expenditure?” and “What budget remains?”, while enabling users to delve into specific transaction details. Additionally, it presents in-depth financial data by Fund for each grant, encompassing multi-year funding, the actual expenditures, and any commitments associated with the grant. The system is designed to enhance business processes, allowing for streamlined departmental operations and improved information flow, which facilitates quicker decision-making through electronic approval processes. You can count on a dedicated customer support team that genuinely listens to your needs, ensuring you fully capitalize on your investment in FAST. To further ease your workload, Millennium will handle the installation, maintenance, and upgrades of FAST, significantly reducing the maintenance burden on your IT department. This comprehensive approach not only optimizes performance but also fosters a more efficient financial management environment.

Description

PortfolioIQ extracts data from documents (Board decks, Financial statements), data requests (Forms and Emails) as well as models (Forecasts and Valuations), with 100% accuracy. The result: Teams can spend more time analyzing data than organizing it. Effective collection, no overhead PortCos offers automated data requests. No duplication of work when you use Docs and Forms to get metrics Dashboard to track requests status and data gaps Zero manual work No more copying and pasting from Docs into spreadsheets 100% accurate data extraction, no checks required Alerts sent automatically when key metrics change Track everything that Matters PortCo metrics can be captured. Track actuals and estimates Audit trails for tracking metric history and re-statements Create insights, not spreadsheets Standardization across metric names, time periods etc. Create Derived Metrics across your Portfolio Benchmarking effectively with time-shifts

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Millennium

Country

United States

Website

www.mcsl.com

Vendor Details

Company Name

Synaptic

Founded

2006

Country

India

Website

portfolioiq.ai/

Product 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

Product 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

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