# Portfolio Manager Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Portfolio Manager Software - reviews, pricing plans, popular comparisons to other Lease Management products and more.

Source: https://www.capterra.com/p/144123/Portfolio-Manager

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# 

 Portfolio Manager Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Portfolio Manager

## What is Portfolio Manager?

Cloud based solution designed to track financial and contractual obligations for capital equipment finance contracts. Blue Sky's Lease Management Software is unparalleled in capability and can be customized to fit your company's needs. This system is designed to track, manage and report on the financial and contractual obligations for all equipment leases. They system includes a custom report writer and unlimited attached documents. We customize the software for individual company requirements.

## What is Portfolio Manager used for?

[Lease Management](https://www.capterra.com/lease-management-software/)

Top alternative

Featured

Overall rating

Based on 2 user reviews

Reviews sentiment

Positive

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Neutral

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Negative

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### Starting price

Free trial not available

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Do you work for Portfolio Manager?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.leasemgt.com&name=Portfolio Manager)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Portfolio Manager

5.0 (2)

VS.

[4.9 (521)](https://www.capterra.com/p/166893/Innago/reviews/)

Starting Price

Contact vendor

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (2)

Ease Of Use

4.8 (521)

Value For Money

0.0 (0)

Value For Money

5.0 (502)

Customer Service

5.0 (2)

Customer Service

4.9 (497)

## Portfolio Manager alternatives

[4.6 (444)](https://www.capterra.com/p/20372/Entrata/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.8 (705)](https://www.capterra.com/p/211768/DoorLoop/reviews/)

Starting price

$69.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.3 (451)](https://www.capterra.com/p/133029/TenantCloud/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[4.5 (2,232)](https://www.capterra.com/p/47428/Buildium-Property-Management-Software/reviews/)

Starting price

$62.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

## FAQs about Portfolio Manager

Overview

### What company size and specific industries is Portfolio Manager built for?

Portfolio Manager is designed for corporate clients of any size that need to track, manage, and report on portfolios of capital equipment lease contracts. It is suited to organizations handling leased equipment, particularly in finance, asset management, and other business sectors that manage large contract portfolios.

Features and Usability

### What are the key features of Portfolio Manager?

Portfolio Manager offers portfolio management, commercial leases, and maintenance management for overseeing property operations. Core features include accounting, billing & invoicing, contact management, document storage, and document management, plus an activity dashboard for status tracking, an audit trail for record history, and an API for system integration.

Getting Started and Support

### What training and onboarding options does Portfolio Manager offer?

Portfolio Manager provides in-person training, live online sessions, and documentation to help teams get started. In-person training supports direct instruction, live online sessions allow guided remote setup, and documentation offers written reference material for self-paced learning and review.

Getting Started and Support

### What customer support options does Portfolio Manager offer?

Portfolio Manager provides email/help desk support and phone support. No reviewer feedback about support experience is available, so customer satisfaction, response speed, and agent helpfulness cannot be assessed from user comments.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

API

Application programming interface that allows for integration with other systems/databases

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Commercial Leases

For commercial leases

Portfolio Manager 11 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Application programming interface that allows for integration with other systems/databases

A record of all activities within the system, including user access, changes made, etc.

Create, manage, and send invoices or bills to customers

For commercial leases

Manage, organize, and store contact information

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Manage, maintain and track the performance of assets and equipment

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

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## Pricing

### Starting price

Free trial not available

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## Support, customer service and training options

Customer Service

5.0 (2)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (2)

5.0

Based on 2 reviews

## User reviews

Overall rating

5.0

Based on 2 reviews

Filter by rating

5(2)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

RE

Robin E.

Fleet Tax Analyst I

### "User Friendly"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

August 10, 2015

Blue Sky is a much faster system than we used before.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

ST

Shirley T.

Fleet Compliance Analyst II

### "Very easy to use."

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

August 10, 2015

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!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

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