FAQ
FAQ
 
 
 

Can Portfol help me get my system set up?

 

Absolutely!  We won't leave you stranded. While Portfol is easy to learn, your initial license fee includes training by experienced economic developers. We will work with you so we understand your loan programs and can help you get started.  If you prefer, or have a large portfolio, we can also provide data conversion services. We import your existing loans and your system is ready to start using on day one.

 
 

What kind of reports can be generated?

 

Portfol has more than 70 standard reports available with menu-driven options. And if you are running a full version of MS Access, we provide a write-protected database tool so you can design your own reports.

 
 

What types of agencies use Portfol?

 

Portfol is being used by State agencies, cities / municipalities, CDC's, CDFI's, IDA's, IDC's - the list goes on and on. If you are involved in any type of economic development activity, Portfol is for you!

 
 

What type of interest calculations does Portfol support?

 

Schedules can be built for fixed, mortgage-type amortizations, daily (i.e. "simple") interest, or lines of credit.

 
 

On what platform is Portfol written?

 

Portfol runs under, and is distributed with, a runtime version of Microsoft Access. A SQL Server version is also available.

 
 
Does Portfol have a general ledger interface?
 

Portfol will generate an export file compatible with several accounting packages including USL Financials, Sage MIP, American Fundware or QuickBooks.

 
 

Why is PIDC marketing software?

 

PIDC developed Portfol for its own use. In 1996 PIDC realized that we had the opportunity to help others in our field when other economic development lenders expressed interest in our system.

 
 

What are the minimum workstation requirements?

 

Workstation

  • All 64-bit Windows operating systems: Vista, Windows 7, and Windows 8.
  • 4 GB of memory or more.
  • All 32-bit versions of Microsoft Office.
  • Portfol is best used with a screen resolution of 1280 x 1024. Displays at lesser resolutions will not format properly.
 
 

How much does it cost?

 

Portfol’s pricing is based upon the number of active loans in your portfolio and allows for an unlimited number of users. The complete package, including training and the first year of support, starts at just $3,500. There are no extra or hidden costs for add-on "modules". Portfol is all-inclusive. You won't find another system like it!