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.

What are the minimum workstation requirements?
  • Windows 10
  • 4 GB of memory or more.
  • 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. There are no extra or hidden costs for add-on “modules”. Portfol is all-inclusive. You won’t find another system like it!


475 North 300 West, Suite 5
Kaysville, UT 84037