2024 Users Conference (virtual)
September 18-19, 2024 from 12-5 EasternWe’re gathering again to review new features, conduct some training, and gather insight from our users. We hope to see you there!
WELCOME
Portfol is a fully-integrated, multi-user portfolio management software to manage economic development transactions throughout the entire project. Portfol includes loan servicing, demographics, T/A monitoring, project information such as job tracking, financial statement or insurance monitoring, contact management, CIIS, SBA, and EDA reporting and much more! All in one comprehensive system.