Portfolio Intelligence
Optimize Portfolio Profitability
Provides Insightful Analysis of Equipment Lease & Loan Portfolios
Understand Your Portfolio
Manage risk by understanding portfolio concentrations and attributes.
Visualize Profitability
Optimize profitability by utilizing easy-to-use analytics and visual segmentation tools.
Forecast Any Outcome
Accurately prepare for any future eventuality by identifying historical trends and extrapolating insights.
Respond to Global Occurrences
Quickly process portfolio-wide modifications.
Perform Comprehensive Portfolio Analysis
Measure portfolio profitability by segment, customer, financial product, credit, channel, geography or sales professional across all transactions.
Create multiple portfolios for analysis and evaluate individual transactions, segments of a portfolio or an entire portfolio.
Run "What-If" Scenarios
Use “what-if” scenarios to better understand and manage risk factors.
Modify existing transactions by altering assumptions and watch income, tax deferrals and yields dynamically change on the dashboard.
Structure Buy-Sell Transactions
Syndicate all or part of a portfolio for sale or evaluate a portfolio for purchase in a matter of minutes with advanced syndication tools.
Identify deals that meet your buying and selling criteria using extensive analytical options — static pool analyses, sensitivity analyses and “what-if” scenarios — delivered via dashboards and shareable reports.
“Portfolio Intelligence has helped us to manage and analyze profitability and contribution data across segments, regions and verticals. It has become a key tool for management and in making strategic investment decisions.”
- Keith Moore, Senior Vice President, Truist Bank
Portfolio Intelligence Features
| Features | Description |
|---|---|
| Accounting Classification | Define transactions as operating, direct finance, leveraged or simple loans |
| Advanced Yields and Statistics | Accurately calculate the present value of cash flows, tax-affected yields, risk-based yields, book yields |
| Forecast | Create forecasted business and combine with existing business runoff to measure the potential impact on your business |
| Overrides | Replace cost, residual, risk, or any other assumption and see adjusted portfolio yield |
| Profit Views | Measure profitability across an entire portfolio or business segments |
| Portfolio Importing | Import equipment finance portfolios from other systems using an easy-to-use wizard |
| Reports | Generate cash flow, accounting, tax and yields proof reports, and many more |
| Syndication | Sort, price and sell an entire portfolio or segments of a portfolio to bought, sold, or securitized outcomes |
| Tax Classification | Determine what leases are tax-affected and how to measure tax deferral benefit |
| What-If Analysis | Alter assumptions with sophisticated and flexible analysis tools |