Portfolio Manager

Visibility. Control. Confidence. From award setup to final reconciliation, manage every financial aspect of your sponsored research with clarity.

Comprehensive Award Oversight

View and manage your entire award portfolio in one place. Track current, past, and upcoming funding activities with flexible views that roll up to the portfolio level or drill down to individual projects or transactions. Maintain transparency across teams and ensure nothing slips through the cracks.

Powerful Forecasting & “What-If” Tools

Model future scenarios and plan with precision. Whether you're projecting salary distributions, encumbered expenses, or indirect costs, Portfolio Manager equips your teams with interactive forecasting tools to evaluate “what-if” impacts and plan for sustainability.

Track Spend-Down in Real Time

Monitor burn rates, accrued costs, and spending trends as they happen. Automated alerts and dashboards help identify overspending risks or underutilized funds—so financial stewardship and compliance stay aligned with sponsor expectations.

Core Capabilities

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