Overview

Nakisa Portfolio Management Software is a cloud-native, enterprise-grade solution designed to streamline and optimize the management of organizational portfolios, including assets, real estate, and projects. It enables companies to gain real-time insights into asset performance, financial impact, and risk exposure, supporting better decision-making aligned with business objectives. The platform facilitates strategic planning, budgeting, and forecasting, while offering scalability for complex and global enterprises.

Features and Capabilities

• Cloud-native architecture for scalability and enterprise readiness: Built on a cloud-native platform, Nakisa Portfolio Management ensures high scalability, flexibility, and robust performance, allowing seamless deployment in large global enterprises with complex portfolio demands.
• **Centralized and comprehensive portfolio visibility: **Offers a unified view of all portfolio components including real estate assets, equipment, and projects, enabling stakeholders to monitor status, value, and interdependencies in a single, coherent system.
• **Advanced real-time dashboards and analytics: **Provides dynamic dashboards with real-time data visualization and analytical insights into asset performance, financial KPIs, and portfolio health to support proactive management decisions.
• **Integrated strategic planning and budgeting tools: **Facilitates alignment of portfolio investments with overall business objectives through embedded planning, budgeting, and forecasting features, ensuring optimal allocation of resources.
• **Automated workflows for asset lifecycle and portfolio management: ** Streamlines portfolio governance by automating key processes such as asset acquisition, maintenance, disposal, and portfolio adjustments, reducing manual effort and increasing operational efficiency.
• **Support for multi-currency and multi-GAAP financial compliance: **Ensures accurate financial reporting and compliance across multiple currencies and accounting standards (such as IFRS and ASC 842), supporting multinational organizations’ complex regulatory requirements.
• **Configurable reporting and detailed financial forecasting: **Empowers users to generate customizable reports and conduct granular financial forecasting, enabling better budgeting accuracy and transparent portfolio financial management.
• **Role-based security and access control: **Protects sensitive portfolio data through robust security mechanisms that grant access based on user roles, ensuring compliance with corporate governance and data privacy standards.
• **Seamless integration with ERP and financial systems: **Enables bi-directional data exchange with leading ERP platforms (like SAP, Oracle) and financial systems to synchronize portfolio and financial data, eliminating silos and enhancing data accuracy.
• **Embedded risk management and compliance monito: **Integrates risk assessment and compliance tracking into portfolio management processes, helping organizations identify potential issues early and maintain regulatory adherence.
• **Intuitive user interface with collaboration capabilities: **Designed for ease of use, the platform includes collaboration tools that facilitate communication and joint decision-making among portfolio managers, finance teams, and executives.
• **Scenario modeling and impact analysis tools: **Supports simulation of different portfolio scenarios and analysis of their financial and operational impacts, enabling informed strategic decisions and risk mitigation.
• **Mobile and remote access for workforce flexibility: **Offers secure access to portfolio data and functionalities from any location and device, empowering distributed teams to stay connected and productive.