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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 Peruse Lease?

Peruse Lease Control has been carefully developed and enhanced over 17 years, prioritizing the input and requirements of our clients to make essential modifications. This commitment to client feedback has enabled Peruse to position itself as a frontrunner in creating one of the most robust systems on the market. The platform is equipped with multiple modules designed to meet a wide array of needs, making it versatile for organizations of all sizes. By utilizing Peruse Lease, businesses experience considerable time savings, improved employee efficiency, and effective data management through a unified cloud infrastructure. The system is fortified with extensive security features that allow for the establishment of user roles, which control access to particular data screens based on designated permissions. To ensure your team remains focused on critical happenings, Peruse Alerts provide timely notifications of important events. Managing monthly transactions within Peruse is streamlined, accommodating both recurring and one-off payments with its user-friendly setup and maintenance procedures. Once you compile a transaction batch, Peruse will alert you to any changes since the last month, which is essential for spotting potential errors before finalizing data for accounting. This functionality not only simplifies operations but also decreases the likelihood of financial inaccuracies, promoting a more reliable financial management process. Moreover, the continuous evolution of Peruse reflects our dedication to innovation and responsiveness in meeting the dynamic needs of our clients.

Media

Media

Integrations Supported

Integrations Supported

WinFactor

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

Not specified

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

Peruse Software

Company Location

United States

Company Website

www.perusesoftware.com/lease-control.html

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

Lease Management

Commercial Leases
Lease Classification
Residential Leases
Retail Leases

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