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Portfolio Manager Logo

Lease management software for managing equipment contracts

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Portfolio Manager - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: June 2021

Portfolio Manager overview

What is Portfolio Manager?

Portfolio Manager by Blue Sky Capital Strategies is a lease management software designed to help businesses manage financial and contractual workflows for equipment financing agreements. It enables managers to gain visibility into organizations’ overall financial processes and ensure compliance with industry standards.

Employees can use the application to track capital assets, capture and store equipment data in a centralized repository, and generate custom reports. The application allows organizations to handle bids, prepare quotes for lease transactions, and create software licenses and maintenance agreements via a unified platform. Portfolio Manager offers a variety of features such as billing, contact management, document storage, automated notifications, maintenance management, an activity dashboard, access control, analytics, and more.

Portfolio Manager lets administrators examine the entire lease portfolio for financial obligations, modify changes in lease accounting transactions, and conduct audits. It also enables professionals to manage open credit facilities, evaluate lessors’ performances, and track projects.

Starting price

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Portfolio Manager’s user interface

Ease of use rating:

Portfolio Manager reviews

Overall rating

5.0

/5

2

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
Rating distribution

5

4

3

2

1

2

0

0

0

0

Portfolio Manager's features

Features rating:

Accounting
Activity dashboard
API
Audit trail
Billing & invoicing
Commercial leases
Contact management
Document management
Document storage
Maintenance management
Portfolio management

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Portfolio Manager integrations (1)

Top integrations

Portfolio Manager support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Phone Support
Email/Help Desk

Training options

In Person
Documentation
Live Online

Portfolio Manager FAQs

Q. Who are the typical users of Portfolio Manager?

Portfolio Manager has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does Portfolio Manager support?

Portfolio Manager supports the following languages:
English


Q. Does Portfolio Manager offer an API?

No, Portfolio Manager does not have an API available.


Q. What level of support does Portfolio Manager offer?

Portfolio Manager offers the following support options:
Phone Support, Email/Help Desk

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