Why Kiplot? Strategic Portfolio Management Software - Kiplot

Built for the future of enterprise organizations

Kiplot is the strategic portfolio management platform that brings together financial planning, delivery governance, capacity management, and execution tracking – in one integrated platform.

Our customers

Kiplot powers enterprise transformation – from the 30,000-foot view to the detail that determines success

"Kiplot gives us a 30,000-foot view but also lets us move away from manual processes and dive instantly into the details. We used to spend weeks preparing PowerPoint decks just to report progress. Now, it's live, always on, and actionable."
Anthony Burrows | Rakbank
Head of Digital Transformation and EPMO
Fintech Strategy Issue 2
3x

Profits tripled in three years

98%

Digital transaction volume

Why organizations switch to Kiplot

Built to deliver value from day one

No elongated rollout or overconfiguration. Kiplot delivers value in weeks not years, with adoption that lasts.

One portfolio, built for hybrid delivery

Unify governance across agile initiatives and waterfall projects without forcing round pegs into square holes.

Control transformation before it controls you

Visualize the real cost of change, on teams, timelines, and funding before it becomes risk you can't track.

The complete operating system for strategic portfolio management in financial services

Stuck between spreadsheets and bloated PPM tools?

See how enterprise teams deliver with Kiplot.

Go beyond legacy PPM software

Specifically built for hybrid portfolios × × × ×
Enterprise grade financial governance × ×
Fully customisable, industry leading reporting out of the box × × × ×
Specialised for financial services organizations × × × ×
Fast to adopt, easy to scale × ×
Built-in portfolio planning and capacity management with time tracking × ×
Bi-directional, no code, real-time integration with Jira and Azure DevOps × ×
Partnership-led delivery and long term support model × × × ×

£100M in cost savings: TSB's transformation story

We adopted Kiplot’s agile portfolio management platform and integrated it with our delivery tools (Jira) and finance systems (SAP). Kiplot has been a key enabler to our agile transformation agenda, driving efficiency, productivity and speed. We returned our initial investment in less than 1 year.”
Samil Salim | TSB Bank
Head of EPMO
Fintech Strategy Issue 2
24%

ROI increase per initiative

10,000+

hours saved in manual processing

Transformation fails when your tools fight you

Let us show you what control looks like.

Resources to drive your transformation

Elevate your approach to Strategic Portfolio Management with key insights, resources, and strategies from our knowledge center.

FAQs

What sets Kiplot apart from other Agile Portfolio Management solutions?

Traditional APM solutions force enterprises to choose between flexibility and control. Kiplot eliminates this compromise – unifying real-time funding, execution, and strategic clarity in one intuitive platform.

Enterprises can now scale with true agility, harnessing quick implementation, seamless adoption, and built for ongoing transformation.

Kiplot powers Agile Portfolio Management for financial services and technology enterprise organizations. We connect C-suite leaders shaping investment strategy with PMO directors and program managers executing delivery – bridging the strategy-execution gap.

The result: strategic alignment, optimized resources, and maximized portfolio ROI.

Kiplot’s Agile Portfolio Management software gives you complete portfolio control through real-time visibility, financial governance, and execution alignment. We help financial services enterprises fund strategic priorities, optimize resources, and accelerate delivery – all from a unified command center that connects portfolio data, financials, and capacity planning.

Organizations such as TSB Bank saved £100M and saw a 25% increase in ROI with Kiplot.

Kiplot empowers enterprises to scale Agile with speed, precision, and control – without the constraints of traditional PPM tools. By seamlessly connecting strategic funding, governance, and execution, Kiplot delivers continuous, adaptable, and outcome-driven Agile planning.

While legacy systems falter in the face of change, Kiplot enables dynamic investment shifts, real-time resource optimization, and effortless integration with Agile delivery tools like Jira and ADO. Leaders gain comprehensive visibility and control over execution while preserving team autonomy, ensuring Agile transformation delivers measurable business impact at scale.

Kiplot empowers enterprises to orchestrate, fund, and scale Agile Portfolio Management (APM) with unparalleled speed and precision. It delivers robust governance that aligns investments with strategy while preserving the adaptability essential for successful Agile execution.

Lean Portfolio Governance – Continuously fund, track, and adjust investments in real-time to match evolving business priorities.

Adaptive Prioritization – Enable dynamic backlog management, powerful scenario modeling, and data-driven value-based decision-making.

Agile Resource Optimization – Strategically align capacity to high-priority work, optimize value streams, and proactively resolve bottlenecks.

Incremental Financial Control – Implement lean budgeting practices, forecast funding requirements with precision, and measure tangible outcomes without restrictive constraints.

Enterprise Agile Execution – Seamlessly scale Agile frameworks across teams, integrate PI planning effortlessly, and ensure synchronized value streams.

Change & Transformation Agility – Navigate enterprise-wide transformation with actionable insights and adaptive planning cycles.

With Kiplot, organizations achieve the optimal balance between governance and agility – transforming strategy into execution without compromise.

Kiplot integrates with a wide range of enterprise-grade systems across the delivery, finance, analytics, and CRM landscape. This includes work and delivery platforms like Jira, Azure DevOps, GitLab, and Microsoft Project; ERP systems such as SAP, Oracle, and Abacus; analytics tools like Power BI and Tableau; and CRM platforms like Salesforce.

Our integration library is continually expanding to meet the evolving needs of enterprise environments. If you’re unsure whether we support a specific system, please get in touch, we’re happy to advise.

In most cases, no. Tools like Jira and Azure DevOps are powerful delivery and execution platforms that teams rely on to manage day-to-day work. Kiplot is not designed to replace them, it’s designed to wrap around them.

Kiplot provides the Strategic Portfolio Management (SPM) layer that integrates with your existing delivery tools to give your organization a single, consolidated view across initiatives. This enables you to orchestrate portfolios, align delivery with strategic objectives, plan and manage financials, resolve resource constraints, and track progress without disrupting how delivery teams work.

Absolutely, this is one of Kiplot’s key differentiators.

Most modern enterprises run a mix of traditional, waterfall-style projects and agile initiatives, often side by side as part of a broader transformation. Kiplot is uniquely designed to support both, offering a flexible framework and powerful underlying technology that enables unified governance, visibility, and control across all types of work.

Rather than forcing agile and traditional delivery into the same mould, Kiplot respects their differences while giving you a consistent view of progress, risk, financials, and resourcing – all in one place.

Explore more Kiplot features:

Portfolio Planning

Plan, execute and track your way to success

Reporting & Analytics

Enable your data driven organization

Financial Control

Forecast, budget, track and realize value

Technology

The cutting edge technology that underpins Kiplot

Portfolio Planning

Plan, execute and track your way to success

Reporting & Analytics

Enable your data driven organization

Financial Control

Forecast, budget, track and realize your route to value

Technology

The cutting edge technology that underpins Kiplot

Book demo!

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Orchestrate change and drive value across your organization

Discover how Kiplot empowers organizations to align strategy and execution while staying agile at scale