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Investment Hub

A Microsoft Power App solution to manage your financial and investment portfolio’s across all your projects and programs of work.

Take control of your entire investment portfolio

Microsoft Preferred Solution

Investment Management

Stay focused on spend across the entire organisation with an investment strategy that us designed to drive performance and improve delivery and insights.

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Key Features

Investment Budgeting

Plan and set budgets against departments, portfolio's broken into funding sources and categories

Investment Planning

Plan investment spend across budget and cost categories aligned to funding sources and departments

Cost Estimations

Estimate your spend on major works across each department ready for cost tracking and actual spend management

Actual Expenditure

Track actual expenditure across your departments with integration ready to your financial system

Portfolio Management

Create and set up portfolio's to manage your spend across business units, and major programs

Project Management

Create and set up projects, aligned to programs, and portfolio's tracking investment spend and cost analysis

Investment Reporting

Leverage built in dashboards, and Power BI reports for further interrogation and analytical insights

Program Management

Create and set up programs aligned to portfolio's displaying aggregated project spend


  • Set budgets at the portfolio level for your programs and project teams to forecast against and track.
  • Monitor and manage budget categories against funding sources for your business.
  • Leverage built in grids for high performing excel drag-and-drop functionality.
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  • Plan your program budget against each project part of each portfolio.
  • Estimate , forecast and track spend against each project within a program.
  • Leverage built in filters and functionality to improve the estimation process for your investment team.


  • Manage and track the forecast costs, variances associated with the delivery of your project.
  • Gain insight into actual costs, across each month, quarter and year planned for each project.
  • Manage your project across each stage gate throughout the lifecycle.


Perform analysis with beautiful rich intuitive Power BI & HTML reports. Track resource performance across all your team's capacity, demand and actuals with 100% visibility.


Plans and Pricing


Get in touch with us today to learn more about a free trial, migration options and custom plans.


Budget Categories
Cost Categories
Cost Sub Categories
Project Management
5 Investment Dashboards
10 Financial Power BI Dashboards
10 Resource Power BI Reports
Help Centre Guides and Videos

Flat fee for up to 500 users


All Investment Hub Ent Features
Innovation Management
Strategy & Investment
Objectives Key Results
Workforce Management
Help Centre Guides and Videos
10 Custom Support Days
24 / hr SLA Unlimited Ticketing

Flat fee for up to 2000 users


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