Portfolio Manager - Comprehensive Lease
Management Software

Many companies rely on fragmented systems or homegrown applications to manage their lease portfolio. This results in a lack of timely, accurate information that challenges internal controls, compliance, and decision-making capabilities.

That’s why we have developed a comprehensive software tool that helps deliver a complete audit trail with the ability to track, manage, and report on your entire lease portfolio.

A dramatic upward view of several tall skyscrapers against a clear blue sky with a few clouds. The buildings have reflective glass facades, casting reflections of the sky and each other, creating a sense of architectural grandeur and urban scale, available for lease to elevate your business.

What Is Portfolio Manager?

  • A secure solution to your leases (either cloud based or hosted on your servers)
  • A tool for comprehensive tracking and reporting on any of your assets
  • A complete, accurate history of any changes made to any asset
  • A system for detailed cash flows for progress payments, interim rents, contract rents, extensions, and buyouts

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.

Don’t struggle trying to manage your portfolio the old fashioned way, contact us today to learn more about Portfolio Manager and how it can make your life easier.

  • An illustration of a calendar icon featuring two clasped rings in the center, symbolizing a wedding or commitment ceremony. The top of the calendar, much like a lease agreement header, has two horizontal lines representing its binding.

    Reduce Risk & Administrative Cost

    By utilizing Portfolio Manager, you’ll reduce risk while saving on administrative costs.

  • A simple line drawing of two hands shaking, representing a handshake. The hands are depicted with minimal detail, emphasizing the gesture of agreement or partnership, akin to sealing a lease agreement or finalizing a forklift rental contract.

    Follow The Bidding & Quote Process

    Portfolio Manager allows you to follow the bidding and quoting process from beginning to end.

  • A grey icon of a basic calculator with four large buttons arranged in a two-by-two grid. The buttons display a plus sign, a minus sign, a multiplication sign, and a division sign, reminiscent of tallying numbers for lease agreements or forklift operations.

    Track, Monitor, Measure

    Comprehensive tracking, monitoring, measuring, and reporting for any and all assets in your leasing portfolio.

Lease Management Software

A dashboard displays financial metrics including total revenue, gross profit, and expenses. It features bar charts, a pie chart, and line graphs illustrating product performance, sales trends, revenue breakdowns by month, cumulative earnings, and top-selling products under lease agreements.

Screenshot of a web form titled "Schedule ASA" with fields for user input, including contact details, location, date and time, reporting options, notifications, and identifier information. Tabs for different sections are visible at the top with a sidebar menu on the left. Ideal for scheduling forklift lease appointments.

A report creation interface features three main sections: Available Columns on the left, Selected Columns in the center, and Column Info on the right. Just like configuring a forklift lease, users can choose, organize, and group data columns for custom report generation.

Ready For The Lease Accounting Standards?

If you’re worried about being able to comply with the new lease accounting standards, Portfolio Manager can help your company make a smooth transition to the new FASB and IFRS standards.

While companies will need to comply with FASB ASU 2016-02 and IFRS 16 rules beginning in 2019, the SEC has stated that companies must provide three years of comparative reporting. What does that mean? It means that you’ll be required to have three years of reporting utilizing the new standards (2017, 2018, and 2019).

This means that during the transition period, if you’re not using a software like Portfolio Manager, you’ll have to keep two different sets of records: one for the old standards, one for the new standards. By using a lease management software, you’ll lessen the burden of making that transition.