Portfolio Manager

Portfolio Manager


Lease Management Software


This is the equivalent of a treasury workstation for your lease portfolio


Comprehensive tracking of all financial and contractual obligations for ALL equipment financing contracts.


Reduce Risk and administrative costs while gaining visibility, controls and compliance


Provides complete tracking for every capital equipment asset class


Extensive tracking of data for any asset class


Tracks and reports in local currency for both U.S. and International leases


Tracks competitive bid process and quotes for each lease transaction


Tracks and reports on software licensing and maintenance contracts


Licensed as a fully hosted secure solution OR as an onsite installation


Provides document repository for all associated documentation


Provides asset level or schedule level detail


Nearly unlimited search and report capability


This system allows you to prepare for the upcoming changes to lease accounting by examining your entire lease portfolio for financial and contractual obligations that may impact the balance sheet and covenants in credit agreements.