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Average Ratings 4 Ratings

Total
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features
design
support

Description

We assist financial institutions in managing an almost limitless array of pertinent structured and unstructured data to streamline processes like customer onboarding, decision-making, risk pricing, and fulfillment. By extracting, categorizing, and analyzing data from numerous financial entities, we enable lenders to make automated, data-driven decisions regarding risk and pricing. Since 2018, Perfios has maintained a positive cash flow and EBITDA, bolstered by prominent investors including Bessemer Venture Partners and Warburg Pincus. Our data platform leverages a unique blend of proprietary machine learning methods to provide thorough data analysis tailored to individual customer needs, producing bespoke reports for each client. We have successfully scaled operations from handling thousands of transactions monthly to processing millions daily, all while maintaining optimal performance levels. Our team of engineers brings unique thinking styles and innovative problem-solving skills, ensuring a level of professionalism rarely found in other organizations. This distinctive approach sets us apart in the competitive landscape of financial technology services.

Description

Creating exceptional product experiences that drive the business forward requires a dedicated space for product inspiration, strategy, planning, and collaboration. Productboard’s customer-centric product management platform provides a central, integrated system that helps product teams understand what each core segment of customers needs, prioritize what to build next, and align everyone around the roadmap. It’s where modern product teams spark their next big ideas and how they get the right products to market, faster.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

5X No 
Boost.space No 
Desktop.com No 
Fibery No 
Fullstory No 
Hatica No 
InboxCRM by AppEQ No 
Jira No 
Jira Work Management No 
Matia No 
Micromerce No 
Microsoft Teams No 
Pliik No 
Revo No 
Stackreaction No 
Supaboard No 
Surfsite No 
Workers by Delos No 
Zendesk No 

Integrations

5X Yes 
Boost.space Yes 
Desktop.com Yes 
Fibery Yes 
Fullstory Yes 
Hatica Yes 
InboxCRM by AppEQ Yes 
Jira Yes 
Jira Work Management Yes 
Matia Yes 
Micromerce Yes 
Microsoft Teams Yes 
Pliik Yes 
Revo Yes 
Stackreaction Yes 
Supaboard Yes 
Surfsite Yes 
Workers by Delos Yes 
Zendesk Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$19.00/maker/month
Productboard offers plans starting at $19.00/maker/month for Essentials, billed annually. Free 15 day trials are available for all plans. Pro, Enterprise, and AI pricing details can be found on the Productboard website.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App Yes 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Perfios Software Solutions

Founded

2008

Country

India

Website

www.perfios.com

Vendor Details

Company Name

Productboard

Founded

2014

Country

San Francisco

Website

www.productboard.com

Product Features

Financial Management

Budgeting & Forecasting No 
Cash Management No 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting No 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Product Features

Agile Project Management Tools

Backlog Management Yes 
Feedback Management Yes 
Gantt/Timeline View Yes 
Kanban Board Yes 
Prioritization Yes 
Request Management Yes 
Resource Management Yes 
Retrospectives Management Yes 
Status Tracking Yes 
Supports Scrum Yes 
Team Management Yes 
Template Management No 
Workflow Management Yes 

Business Plan

Business Plan Templates Yes 
Collaboration Yes 
Dashboard Yes 
Financial Projections No 
Financial Templates No 
Fundraising Management No 
Investor Management No 
Pitch Presentation No 
Social Sharing Yes 
Step-by-Step Wizard Yes 

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation No 
Business Rules Management No 
Collaboration Yes 
Process Change Tracking No 
Process Mapping Yes 
Process Modeling & Design No 
Visual Workflow Management Yes 

Gantt Chart

Alerts/Notifications Yes 
Capacity Monitoring Yes 
Color Coding Yes 
Dependency Tracking Yes 
Drag & Drop Yes 
Milestone Tracking Yes 
Progress Tracking Yes 
Task Management Yes 
Templates Yes 

IT Project Management

Bug Tracking Yes 
Issue Management Yes 
Milestone Tracking Yes 
Percent-Complete Tracking No 
Portfolio Management No 
Prioritization Yes 
Product Roadmapping Yes 
Requirements Management Yes 
Resource Management Yes 
Status Tracking Yes 
Supports Agile Yes 
Supports Scrum Yes 
Task Management Yes 
Testing / QA Management Yes 
Time & Expense Tracking Yes 

Kanban

Collaboration Tools Yes 
Dependency Tracking Yes 
KPI Monitoring Yes 
Milestone Tracking Yes 
Multi-Board Yes 
Prioritization Yes 
Project Planning Yes 
Roadmapping Yes 
Supports Scrum Yes 
Task Management Yes 
Time Tracking Yes 

OKR

Benchmarking Yes 
Feedback Management Yes 
Goal Management Yes 
KPIs Yes 
Prioritization Yes 
Progress Tracking Yes 
Strategic Planning Yes 

Product Management

Collaboration Yes 
Feedback Collection Yes 
Idea Management Yes 
Milestone Tracking Yes 
Prioritization Yes 
Product Roadmapping Yes 
Release Management Yes 
Requirements Management Yes 
Resource Management Yes 
Workflow Management Yes 

Product Roadmap

Collaboration Yes 
Content Import / Export Yes 
Diagramming No 
Drag & Drop Yes 
Feature Management Yes 
Milestone Tracking Yes 
Prioritization Yes 
Requirements Management Yes 
Workflow Management Yes 

Production Scheduling

"What If" Scenarios Yes 
Automated Scheduling No 
Bottleneck Optimization No 
Capacity Planning Yes 
Constraint Scheduling Yes 
Job Scheduling Yes 
Material Planning No 
Priority-Based Scheduling Yes 
Quality Control Yes 

Project Management

Agile Methodologies Yes 
Budget Management No 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking No 
Traditional Methodologies Yes 

Project Portfolio Management

Budget Management No 
Collaboration No 
Dashboard No 
Issue Management No 
Milestone Tracking No 
Portfolio Management No 
Project Planning No 
Requirements Management No 
Resource Management No 
Status Tracking No 
Task Management No 
Time & Expense Tracking No 

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