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
Profits tripled in three years
Digital transaction volume
Why organizations switch to Kiplot
No elongated rollout or overconfiguration. Kiplot delivers value in weeks not years, with adoption that lasts.
Unify governance across agile initiatives and waterfall projects without forcing round pegs into square holes.
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
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| 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
ROI increase per initiative
hours saved in manual processing
Resources to drive your transformation
Elevate your approach to Strategic Portfolio Management with key insights, resources, and strategies from our knowledge center.
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FAQs
What sets Kiplot apart from other Portfolio Management solutions?
Kiplot combines execution, governance, and strategic alignment in one platform without the technical debt of legacy tools. It’s built for financial services organizations, supporting investment cases, CapEx, OpEx, regulatory auditability, and steering-committee reporting out of the box.
Unlike rigid legacy systems or generic tools retrofitted for portfolio management, Kiplot delivers enterprise control without sacrificing adaptability. No restructuring, no vendor dependency, no training overhead. Just a responsive, intuitive platform that evolves with your organization.
Who is Kiplot for?
Kiplot is built for enterprise organizations in financial services and technology that demand control, visibility, and adaptability across complex portfolios. It connects decision-makers setting strategic direction with delivery leaders executing change, eliminating the disconnect between planning and execution.
From C-suite executives to PMO leaders, Kiplot equips every layer of the organization with the insight and flexibility needed to prioritize investments, govern outcomes, and deliver sustained portfolio value.
Why does Strategic Portfolio Management matter for financial services organizations?
In regulated, capital-intensive environments, portfolio decisions carry material risk. Strategic Portfolio Management gives financial services organizations the control and insight to allocate capital effectively, govern investments with precision, and adapt delivery to market shifts.
Kiplot delivers the infrastructure for this discipline – unifying financial controls, delivery execution, and real-time portfolio visibility into a single platform. That’s how institutions like TSB Bank saved £100M and increased portfolio ROI by 25%.
How does Kiplot support enterprise transformation at scale?
Kiplot enables enterprise transformation to operate above the constraints of fixed planning cycles. Whether operating within annual funding models or adopting rolling planning, leaders can reallocate investments, adjust delivery, and manage change in real time, without breaking governance.
By connecting strategic intent with live portfolio data and delivery systems, Kiplot equips organizations to steer transformation continuously, with full control and auditability intact.
What business processes does Kiplot support?
What business processes does Kiplot support?
Kiplot supports the entire portfolio lifecycle from strategic planning and investment governance to delivery oversight and transformation tracking. It brings control, visibility, and adaptability to critical enterprise processes:
Strategic Investment Planning: Prioritize initiatives against business objectives, funding limits, and regulatory obligations
Financial Governance and Control: Track CapEx and OpEx, manage budgets across change and run, and reallocate funding with audit-ready transparency
Portfolio Governance: Structure approvals, manage risk, and enforce policy without slowing delivery
Capacity and Resource Management: Align delivery to strategy, resolve constraints, and model resource impact across portfolios
Scenario Modeling and Replanning: Stress-test plans, model trade-offs, and adjust delivery without fragmentation
Delivery Integration and Tracking: Link strategic plans to execution systems like Jira and ADO for real-time oversight
Transformation Oversight: Monitor strategic initiatives, track portfolio performance, and report value to leadership
Kiplot enables organizations to govern change with financial precision without losing speed or control.
Why other systems does Kiplot integrate with?
Kiplot connects with delivery, finance, analytics, and CRM platforms used across complex enterprise environments. This includes Jira, Azure DevOps, GitLab, and Microsoft Project; ERP systems like SAP, Oracle, and Abacus; analytics platforms such as Power BI and Tableau; and CRMs like Salesforce.
Our integration library evolves with customer needs. If you’re looking to connect a specific system, get in touch.
Is Kiplot designed to replace Jira or Microsoft Azure DevOps?
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.
Is Kiplot designed to manage traditional / waterfall projects as well as agile initiatives?
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
