Solifi Portfolio Management software is designed to optimize lease and loan management processes. It offers a comprehensive suite of tools for managing portfolios across various sectors, including automotive, equipment, consumer, and fleet finance. The software provides features such as contract management, asset tracking, and workflow automation, helping businesses improve customer service and reduce operational costs.

Key Features

• Contract Management: Manage various types of contracts and variable interest rates, including fixed payment, principal reduction, or open-ended financial agreements.
• Asset Tracking: Track asset usage, including settle-ups, swaps, and multiple meters per asset, and recalculate overage amounts.
• Inventory Management: Access and manage inventory information throughout the asset lifecycle.
• Workflow Automation: Use configurable workflows for contract maturity, asset collection, remarketing, and disposal.
• Customer Portal: Allow customers to view and update their account information online.
• Regulatory Compliance: Support regulatory efforts through comprehensive compliance tools.
• Integration: Connect with industry suppliers for seamless transactions and integrate with fleet management systems.

Benefits

• Efficiency Improvement: Automate labor-intensive tasks to streamline operations.
• Enhanced Customer Experience: Provide fast and accurate responses to client inquiries.
• Risk Mitigation: Leverage actionable insights for risk management and cost-saving opportunities.
• Market Expansion: Identify market expansion opportunities through data insights.