Portfolio Management by Function

Quoting

InfoAnalysis provides the foresight during quoting and bidding to know estimated profit after tax resulting in the best possible pricing for your customers and profit optimization for you. Link it with PortfolioEvaluation for quick and easy full portfolio assessment. Additional quoting assistance is available with Hamlet and TopCalc.

Origination

People do business with people. Rapport is designed to keep your organization informed throughout the origination through booking process to allow for optimum account visibility for superior customer service at every level including vender or dealer views. You set the rules and reap the rewards of more booked deals.

Portfolio Management

Growth, flexibility and compliance are primary considerations when selecting a portfolio management system. We offer a variety of solutions that you can tailor to meet your current needs, set the stage for growth and have the greatest credibility in today’s regulatory environment. Learn more about LeaseEnterprise, InfoLease, ProFinia, FleetWare, CreditLine Plus and DataDirect.