Portfolio Manager 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

Portfolio Manager

5.0

(2)

Pricing

Pricing available upon request

About Portfolio Manager

Portfolio Manager by Blue Sky Capital Strategies is a lease management solution that helps businesses track and manage financial contracts for multiple capital equipment. The application enables organizations to handle bids, maintain audit trails and ensure compliance with industry standards.

It allows managers to gain insights into equipment portfolios and upload and store business documents in a centralized repository. Features of Portfolio Manager include an activity dashboard, document management, access control and more. Additionally, it lets administrators prepare quotes, view cash flow statements for interim rents, extensions or buyouts and track projects.

Portfolio Manager comes with a reporting module, which lets supervisors generate monthly or quarterly reports related to balance sheet financing, auditing and chargeback transactions. Pricing is available on request and support is extended via phone, email and other online measures.

Portfolio Manager Screenshots

Portfolio Manager Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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Portfolio Manager Features

Popular features found in Lease Management
Accounting
Billing & Invoicing
Commercial Leases
Contact Management
Document Storage
Expense Tracking
Lease Origination
Maintenance Management
Property Management
Residential Leases
Retail Leases
More features of Portfolio Manager
Activity Dashboard
API
Audit Trail
Document Management
Portfolio Management

Portfolio Manager User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

5.0

Customer support

5.0

Have you used Portfolio Manager and would like to share your experience with others?

Shirley T.

Used unspecified for unspecified

Review source

Reviewed August 2015

Very easy to use.

This system is very user friendly. We have thousands of pieces of equipment scattered from coast-to-coast (with lease and maintenance schedules for all of them)...this system puts ALL of the related data at your fingertips in an instant. Reports are easily modified and generated to accommodate any and all departmental needs - whether it be for payables, taxes or whatever. Unlike our former database ---I have no issues accessing and working in this program remotely which is a BIG PLUS!

Ratings Breakdown

Ease of use

Customer support

Robin E.

Used unspecified for unspecified

Review source

Reviewed August 2015

User Friendly