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Description
PortfolioIQ extracts data from documents (Board decks, Financial statements), data requests (Forms and Emails) as well as models (Forecasts and Valuations), with 100% accuracy.
The result: Teams can spend more time analyzing data than organizing it.
Effective collection, no overhead
PortCos offers automated data requests.
No duplication of work when you use Docs and Forms to get metrics
Dashboard to track requests status and data gaps
Zero manual work
No more copying and pasting from Docs into spreadsheets
100% accurate data extraction, no checks required
Alerts sent automatically when key metrics change
Track everything that Matters
PortCo metrics can be captured.
Track actuals and estimates
Audit trails for tracking metric history and re-statements
Create insights, not spreadsheets
Standardization across metric names, time periods etc.
Create Derived Metrics across your Portfolio
Benchmarking effectively with time-shifts
Description
Seamlessly incorporate the metrics essential for your needs into your preferred data visualization, analytics, spreadsheet, and database applications! By bypassing tedious logins and the need for manual data gathering, you can save valuable time and avoid the expenses associated with custom development. Utilize a Power My Analytics data hub to streamline the automation of your desired metrics. With just a few clicks, this hub can connect to a variety of sources, enabling you to unify your marketing data into cohesive dashboards, reports, and sheets. Data empowers you, and with Power My Analytics as your reliable partner, you will have more opportunity to concentrate on your tasks while effortlessly generating the metrics necessary for producing insightful reports that are sure to impress your clients or superiors. Effortlessly gather information from over 35 widely-used marketing platforms, and integrate seamlessly with top-tier tools for data visualization, analytics, spreadsheets, and databases. Enjoy the efficiency of automating your data collection process and watch your productivity soar!
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
AdRoll
No
Criteo
No
Google Business Profile
No
Google Data Studio
No
Google Search Console
No
Mailchimp
No
Outbrain
No
PayPal
No
QuickBooks Online
No
Quora
No
Integrations
AdRoll
Yes
Criteo
Yes
Google Business Profile
Yes
Google Data Studio
Yes
Google Search Console
Yes
Mailchimp
Yes
Outbrain
Yes
PayPal
Yes
QuickBooks Online
Yes
Quora
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$9.95 per account per month
Free Trial
Yes
Free Version
No
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
No
Android App
No
Windows
No
Mac
No
Linux
No
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)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Synaptic
Founded
2006
Country
India
Website
portfolioiq.ai/
Vendor Details
Company Name
Power My Analytics
Founded
2010
Country
United States
Website
www.powermyanalytics.com
Product Features
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Product Features
Business Intelligence
Ad Hoc Reports
No
Benchmarking
No
Budgeting & Forecasting
No
Dashboard
Yes
Data Analysis
No
Key Performance Indicators
No
Natural Language Generation (NLG)
No
Performance Metrics
No
Predictive Analytics
No
Profitability Analysis
No
Strategic Planning
No
Trend / Problem Indicators
No
Visual Analytics
No
Data Visualization
Analytics
No
Content Management
No
Dashboard Creation
No
Filtered Views
No
OLAP
No
Relational Display
No
Simulation Models
No
Visual Discovery
No
ETL
Data Analysis
No
Data Filtering
No
Data Quality Control
No
Job Scheduling
No
Match & Merge
No
Metadata Management
No
Non-Relational Transformations
No
Version Control
No
Integration
Dashboard
Yes
ETL - Extract / Transform / Load
No
Metadata Management
No
Multiple Data Sources
Yes
Web Services
No
Marketing Analytics
A/B Testing
No
Campaign Management
No
Channel Attribution
No
Customer Journey Mapping
No
Dashboard
Yes
Performance Metrics
No
Predictive Analytics
No
ROI Tracking
No
Social Media Metrics
No
Website Analytics
Yes
Reporting
Customizable Dashboard
Yes
Data Source Connectors
No
Drag & Drop
No
Drill Down
No
Email Reports
No
Financial Reports
No
Forecasting
Yes
Marketing Reports
Yes
OLAP
No
Report Export
No
Sales Reports
Yes
Scheduled / Automated Reports
Yes
