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What is Portfolio Manager?

Blue Sky's "Portfolio Manager" Lease Management Software offers a user-friendly SaaS solution for the centralized oversight of lease agreements. This platform enhances the management of lease and maintenance contracts throughout their entire lifecycle, thereby bolstering the audit process, lowering expenses, boosting cash flow, and reducing risk through a unified view that enhances enterprise value. Furthermore, Portfolio Manager facilitates comprehensive status management for ongoing leasing RFPs, enabling users to track statuses, notes, documents, and subsequent actions for each active project. The software supports efficient data entry through flat file data imports and is highly customizable, featuring extensive reporting functions. Users can export any data field to Excel via the report writer, and pre-built templates are designed to integrate with most ASC842 lease accounting software. Additionally, the automated management of end-of-lease terms includes customizable parameters and alerts, ensuring that users never overlook a lease expiration. For those with specific needs, custom programming options are also available, making it a versatile choice for lease management. Overall, Portfolio Manager stands out as a comprehensive tool for organizations looking to optimize their lease management processes effectively.

What is DebtBook?

DebtBook offers finance teams in industries like local government, higher education, and healthcare a cloud-based solution for effectively managing their debt and lease portfolios. The management of debt and leases necessitates cooperation among a wide array of participants, such as managers, advisors, legal experts, bankers, accountants, and consultants. Each individual relies on accurate and up-to-date debt data to fulfill their responsibilities successfully. With DebtBook, you can have confidence in the data that your team uses. The ability to project future payments is essential for various activities, including budgeting, financial planning, disclosures, audits, and meetings with rating agencies. This task can become increasingly intricate when loans or leases are financed through multiple sources or associated with different projects. DebtBook streamlines this effort, enabling you to produce precise and customized schedules rapidly while reducing the likelihood of human error. Furthermore, this enhanced efficiency guarantees that all participants can promptly access the necessary information, which promotes improved decision-making throughout the organization. By fostering collaboration and information sharing, DebtBook ultimately elevates the financial management process to new heights.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Pricing Information

$300.00/month
Starts at $300 per month for up to 10 concurrent users.
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
On-Prem

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Blue Sky Capital Strategies

Date Founded

2007

Company Location

United States

Company Website

blue-sky.capital/portfolio-manager/

Company Facts

Organization Name

DebtBook

Date Founded

2019

Company Location

United States

Company Website

www.debtbook.com

Categories and Features

Lease Accounting

Budgeting & Forecasting
Expense Tracking
For Equipment Leases
Payment Tracking
Portfolio Management

Lease Management

Billing & Invoicing
Commercial Leases
Contact Management
Lease Classification
Portfolio Management

Categories and Features

Financial Management

Budgeting & Forecasting
Consolidation / Roll-Up
Financial Reporting
Investment Management
Revenue Recognition
Risk Management

Government

Budgeting & Forecasting
Compliance Management
Fixed Asset Management
Self Service Portal

Lease Accounting

Amortization Schedule
Asset Management
Budgeting & Forecasting
Capitalization Reporting
Critical Date Alerts
Expense Tracking
For Equipment Leases
For Real Estate
Payment Tracking
Portfolio Management

Lease Management

Contact Management
Portfolio Management

Reporting

Forecasting

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