PortfolioIQ

PortfolioIQ

Synaptic
+
+

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About

PortfolioIQ automates data extraction from Documents (Board Decks, Financial statements), Data requests (Forms, Emails) and Models (Forecasts, Valuations) – with 100% accuracy. The Result: Teams can spend time analyzing data rather than organizing it. Effective collection, no overhead Set up automated data requests from PortCos Get metrics from Docs and Forms, zero duplication Dashboard to track request status and data gaps Zero manual work No more copy-pasting from Docs to spreadsheets 100% accurate data extraction, no checks required Automated alerts when key metrics change Track everything that matters Capture any and every PortCo metric Track Actuals as well as Estimates Audit trails to track re-statements and metric history Generate insights, not spreadsheets Standardization across metric names, time periods etc. Create Derived metrics across your Portfolio Benchmark effectively with time-shifts

About

Easily integrate the metrics you need into your favorite data visualization, analytics, spreadsheet, and database tools! Save time by skipping all the logins and manual data collection. Avoid custom development costs. Use a Power My Analytics data hub to automate the metrics you want. With just a few clicks, your hub can connect to an array of sources allowing you to consolidate your marketing data into integrated dashboards, reports, and sheets. Data is your power! With Power My Analytics as your trusty sidekick, you'll have more time to focus on work and all the metrics you need to create insightful reports that'll impress your clients or boss. Automatically collect data from over 35 popular marketing-related platforms. Easily integrate with the best tools for data visualization, analytics, spreadsheets, and databases. Save time by eliminating manual data collection.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Private Investors, Venture Capital, Growth Equity, Private Equity

Audience

Companies looking for a marketing platform to integrate the metrics they need into their favorite data visualization, analytics, spreadsheet, and database tools

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$9.95 per account per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Synaptic
Founded: 2006
India
portfolioiq.ai/

Company Information

Power My Analytics
Founded: 2010
United States
www.powermyanalytics.com

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Categories

Categories

Business Intelligence Features

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Integration Features

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Marketing Analytics Features

A/B Testing
Campaign Management
Channel Attribution
Customer Journey Mapping
Dashboard
Performance Metrics
Predictive Analytics
ROI Tracking
Social Media Metrics
Website Analytics

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Integrations

AdRoll
CartStack
Facebook Ads
Google Business Profile
Google Cloud BigQuery
Google Search Console
Google Sheets
LinkedIn
Meta Ads
PayPal
Pinterest
QuickBooks Online
Quora
Stripe
Taboola
TikTok
Walmart
X (Twitter)
Yahoo DSP
YouTube

Integrations

AdRoll
CartStack
Facebook Ads
Google Business Profile
Google Cloud BigQuery
Google Search Console
Google Sheets
LinkedIn
Meta Ads
PayPal
Pinterest
QuickBooks Online
Quora
Stripe
Taboola
TikTok
Walmart
X (Twitter)
Yahoo DSP
YouTube
Claim PortfolioIQ and update features and information
Claim PortfolioIQ and update features and information
Claim Power My Analytics and update features and information
Claim Power My Analytics and update features and information