Portfolio Manager Reviews & Ratings

Portfolio Manager

5.0 out of 5 stars
Company Website for Portfolio Manager

Ratings and Reviews 3 Ratings

Ratings and Reviews 0 Ratings

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ease 0 out of 5 stars
features 0 out of 5 stars
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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 eQuisition?

eQuisition significantly shortens the duration needed for field land operations, achieving operational cost reductions ranging from 20 to 30%, while also cutting mapping expenses in half through improved productivity. The saying "time is money" perfectly encapsulates this scenario. By implementing eQuisition, businesses can effectively decrease their production expenses. In light of the current high costs linked to oil and gas leasing, it is imperative for landmen to move quickly to secure the best exploration sites. With our innovative system, you can speed up your operations and gain a crucial advantage in the market. Our lease application is designed with precision to enhance every facet of the leasing process, allowing for the efficient management of title research, lease acquisitions, unit and assignment oversight, field mapping, and severances—all within a single cohesive platform. This thorough method empowers agents to optimize their workflows and ensure that essential tasks are completed without delay, leading to greater overall operational effectiveness. Moreover, the integration of these processes fosters collaboration among teams, ensuring that everyone is aligned and working towards common goals.

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

Not specified

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

eQuisition

Company Location

United States

Company Website

www.equisition.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

Oil and Gas

Maintenance Management

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