Ratings and Reviews 3 Ratings
Ratings and Reviews 0 Ratings
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 Leasepath?
Leasepath emerges as the premier software solution designed specifically for the equipment leasing sector, addressing the unique requirements of equipment finance and leasing operations. By prioritizing efficient onboarding and the effective management of software use, Leasepath enables clients to optimize their investment returns. This cutting-edge platform functions as an all-encompassing solution for Customer Relationship Management (CRM) and Loan Origination Systems (LOS) tailored to the asset finance industry, which includes banks, independent finance firms, captive finance divisions, and brokers. Leveraging the powerful Microsoft Power Platform, Leasepath provides a rapid, cloud-based solution packed with features like ready-to-implement automation, pricing tools, amortization functions, asset management capabilities, and smooth integration with credit agencies alongside other vital applications. With a wide-ranging client base across North America and the UK, Leasepath is the preferred choice for equipment finance organizations that aspire to boost their profitability while minimizing associated risks. Additionally, its intuitive interface and sophisticated capabilities empower businesses to enhance their operational efficiency and streamline workflows effectively. This commitment to innovation and user experience solidifies Leasepath's position in the market as an indispensable ally for companies in the equipment finance sector.
Integrations Supported
Additional information not provided
Integrations Supported
Additional information not provided
API Availability
Has API
API Availability
Has API
Pricing Information
$300.00/month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site 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
Turnford Systems
Company Website
www.leasepath.com
Categories and Features
Lease Accounting
Amortization Schedule
Asset Management
Billing & Invoicing
Budgeting & Forecasting
Capitalization Reporting
Critical Date Alerts
Expense Tracking
For Equipment Leases
For Real Estate
Payment Tracking
Portfolio Management
Tax Management
Lease Management
Billing & Invoicing
Commercial Leases
Contact Management
Landlord Database
Lease Classification
Portfolio Management
Property Management
Residential Leases
Retail Leases
Sublease Management
Tenant Database
Categories and Features
Lease Management
Billing & Invoicing
Commercial Leases
Contact Management
Landlord Database
Lease Classification
Portfolio Management
Property Management
Residential Leases
Retail Leases
Sublease Management
Tenant Database