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.

Lease Management Software

Portfolio Manager