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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Intelfolio provides insights into the performance metrics of your competitors, allowing you to enhance your own business strategies. How can you assess if your company ranks within the top quartile of efficient private firms in your sector? The answer lies in Intelfolio! This tool helps you spot avenues for boosting productivity, cutting down on inefficiencies, diversifying your offerings, consolidating operations, and even deciding when to liquidate assets. By comparing your sales figures with those of your industry peers, you can gauge whether you are truly unlocking your growth potential. Don't squander resources; identify the areas where your company falls short compared to high-performing peers, and strategically channel your efforts towards improvements that will yield the greatest benefits. Whether you are considering an acquisition or planning to attract buyers, Intelfolio equips you with valuable comparative data on similar enterprises. With this benchmarking information in hand, you'll be better prepared to flag any concerns regarding potential acquisitions or to optimize the value you receive for your own business. Ultimately, Intelfolio empowers you to make informed decisions that drive success.

Description

Investment management software designed for fund managers enables the evaluation and creation of genuinely sustainable investment portfolios. It provides insights on Sustainable Development Goals and Climate Alignment applicable to individual companies and overall portfolios, assisting Chief Investment Officers and institutional investors in benchmarking, peer analysis, and identifying new investment avenues while effectively communicating findings to clients. This tool is utilized by quantitative funds, global equity firms, micro-equity investors, rating agencies, and research organizations to enhance their alignment with critical ESG and SDG metrics, facilitating a more intuitive approach that meets fiduciary responsibilities and supports portfolio construction, performance assessment, and comprehensive reporting. Ultimately, the software serves as a bridge between sustainability goals and informed investment decision-making.

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

Intelfolio

Founded

2015

Country

Canada

Website

www.intelfolio.com

Vendor Details

Company Name

Sustainable Platform

Founded

2017

Country

Australia

Website

www.sustainableplatform.com

Product Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Product Features

ESG

Activity Dashboard
Analytics/Reporting
Audit Management
Benchmarking
Compliance Management
Data Visualization
Document Management
Performance Metrics
Risk Assessment

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Sustainability

Audit Management
Benchmarking
Compliance Management
Corrective Actions (CAPA)
Emissions Management
Employee Training
Energy Management
Incident Management
KPIs
Performance Metrics
Stakeholder Engagement
Supplier Management
Waste Management

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Alternatives

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