We’re delighted to announce that PortF has been chosen as the portfolio management platform for a UK-based fund providing innovative funding solutions to help businesses grow.

With a rapidly expanding portfolio, the organisation needed a technology solution that could handle the unique and flexible nature of its loan structures. PortF’s workflow automation, integrations with accounting software, and AI-powered tools now give the team the ability to:

• Automate portfolio monitoring

• Streamline loan and interest calculations & reconciliations

• Track the impact of investments more effectively

Alex Lu, CEO at PortF, commented:

“As a leader in portfolio management technology, PortF’s team has deep expertise in developing tools that meet the diverse needs of funding organisations. This partnership will provide a seamless, scalable solution that integrates loan calculations and impact tracking—driving efficiency and enabling our client to focus on delivering its mission to support ambitious entrepreneurs across the UK.”

If you’re tired of being disconnected from your data, book a test drive with PortF today and see how we can transform your portfolio management.