Portfolio Management
Push the boundaries of portfolio management
Are you a start-up with a new portfolio looking for lease and loan management software to kickstart your business? Or are you an established organization with a legacy system stifling your growth?
Solifi Portfolio Management for lease and loan servicing (formerly CALMS and InfoLease) offers the agility to support you today and the functional depth to futureproof your tomorrow.
Faster data insights, faster answers for your customers
Address client inquiries faster and leverage actionable insights, such as cost-saving opportunities, service level improvements, risk mitigation, and market expansion opportunities with just a click.
Embrace the digital-first revolution – with a robust functional suite of solutions, our lease and loan servicing software brings efficiency to the entire lease and loan management process, including loan management, billing, invoicing, taxation, and end-of-term. We help our clients streamline services and improve customer experiences – all while keeping costs and business risks at a minimum.
Portfolio management for automotive finance
Consumers are frustrated with the traditional auto finance process – and we can’t blame them. With our lease and loan management software (formerly CALMS and InfoLease), you can hone the service and experiences your customers expect, streamline deals, and elevate your back-office efficiency.
Key Features
- Full lifecycle visibility
- Configurable offerings
- Customer self-service portal
- Contract management system
- Maturity and termination support
- API integrations
Portfolio management for equipment finance
Our equipment finance solution offers the agile tools you need to face unpredictable times, and identify and close new deals. We bring speed, compliance, and automation to the most labor-intensive tasks in portfolio management.
Key Features
- Managed services
Manage and track your asset usage with ease – including settle-ups, swaps, multiple meters per asset, annual increases, and recalculation of the last overage amount
- Adjustable variable rates
Leverage fast, precise tracking and management of your various types of contracts and variable interest rates, and make use of various types of floating-rate contracts including fixed payment, principal reduction, or open-ended financial agreements
- Securitizations & syndications
- Vendor dealer channel
- Compliance partnerships
- Inventory overview
Access, manage, and review your inventory information at any point in the asset lifecycle, including inventory levels, assets coming off lease, and new assets
Portfolio management for consumer finance
Secure customer loyalty with exceptional experiences and place the power of information in your hands. With Solifi Consumer Finance software, you can handle the activation and portfolio management process with sophistication, managing and maintaining your lease and loan agreements from start to conclusion.
Key Features
- Vendor dealer channel
Offer extended functionality such as funding, white labeling, configurable invoices, and comprehensive support for dealer and manufacturer programs
- Contract management
From customer service requests to complaints and everything in between, provide the tools to manage and maintain contracts, combine powerful workflow management tools, and support back-office transactions – all while maintaining regulatory and compliance efforts
- Inventory overview
Access, manage, and review your inventory information at any point in the asset lifecycle, including inventory levels, assets coming off lease, and new assets
- Customer self-service
Enable your customers to view and update their account information via the web, online 24/7, improving customer support and reducing business costs
- Compliance partnerships
Simplify your tax compliance processes with the help of our trusted strategic partners
- End-of-contract support
Use configurable workflows through contract maturity to manage asset collection, remarketing, and disposal.
Portfolio management for fleet finance
Agility meets innovation with Solifi Fleet, helping you make the most of your asset values while keeping your fleet managers happy. With smart features, you can measure requirements against capacity and budget, lower your corporate fleet management costs, enhance data insights, and streamline your operations all at once.
Key Features
- Open APIs
Connect with leading industry suppliers through our interfaces to access corporate fleet services and promote a seamless flow of transactions
- Configurable workflows
Configure workflows for outstanding customer service, including Event Case Workflow to manage the flow of contracts and Collections Workflow to manage customers’ arrears
- Full end-to-end capability
Manage the entire fleet process from quote through to disposal, including multi-vehicle transactions, with standard fleet management integrations and complete onboarding management
- Reporting
Obtain in-depth insights for both yourself and your customers with operational reporting and BDM/Data Streaming directly to your data warehouse
- Complex discount structures
Manage customer-specific terms, dealer terms, and additional campaign support terms, with the ability to easily update and switch between them
- Renewals management
Retain full control over your renewals management process and reporting
Ready to unleash your potential?
Contact us to arrange a demo, answer questions, and talk about how Solifi Portfolio Management can help guard, guide, and grow your business.
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