SMARTportfolio

SMARTportfolio is Birkdale's digital portfolio management system providing a consistent opportunity and asset valuation approach, allowing effective acquisition, retention and disposition of the right assets at the right time.

Applicable in multiple business sectors and resides on MS Office 365 infrastructure.

Sets clear direction for a business by crystallizing a clear strategy.

Provides a consistent opportunity evaluation and ranking methodology.

Provides a consistent portfolio management evaluation to ensure assets meet benchmarks.

Includes a library of guidelines for work phases, analyses and reports.

Integration of thematic analysis with economic analysis provides better portfolio management.

Capability for bespoke, client preferred economic analysis and data analytics

Auditable archive demonstrates compliance with external legislation and internal procedures