Portfolio management

TrailMix: Strategizing general ledger mapping layout, the Net Investment components and Lease Types Posted by Tamarack in Perspectives on 9/17/2024 Accurate and efficient month-end reporting hinges on the ability to categorize and manage different types of leases effectively and mapping that to your general ledger for financial reporting purposes. Read More

TrailMix: High-Level Month End Reconciliation Strategy Posted by Tamarack in Perspectives on 8/15/2024 In the fast-paced world of accounting, month-end reporting is a critical process that ensures the accuracy and integrity of financial statements. Read More

Tamarack Trail Mix: Revisiting Customer Exposure Calculations in Originations Posted by Tamarack in Perspectives on 4/23/2024 What if you want to view and configure that information in Solifi’s Originations application (formerly Rapport/ROS)? Read More

AI Fitness Begins with Data Consolidation Posted by Scott Nelson in Perspectives on 3/29/2024 Scott Nelson explores three levels of AI fitness. If you’re a beginner, your AI fitness journey must start with data consolidation before you can move on to data assessment and performance. Read More

Tamarack Trail Mix: Exposure Calculation Changes in Solifi’s Portfolio Management Posted by Tamarack in Perspectives on 9/20/2023 For this Trail Mix installment, we outline how to calculate customer exposure in Solifi’s Lease and Loan Portfolio Management Software (formerly InfoLease). Read More

Safeguarding Solifi’s Portfolio Management (formerly InfoLease) data fields Posted by Tamarack in Perspectives on 8/15/2023 Protecting data is a key priority of all organizations. Portfolio Management provides the ability to safeguard/mask data fields as well to create user-defined fields and designate them as safeguarded/maskable. Read More