Portfolio Management for Banking & Financial Institutions

You are an expert at securing finance/lease agreements. Managing those agreements past the point of funding presents a challenge for many banks and financial institutions. Instead of straining your operations with back-office tasks, partner with JDR Solutions. We specialize in comprehensive portfolio management for banks and financial institutions across the globe.

Since 2001, we’ve carefully curated a management process that can be customized to all types and sizes of equipment financing/leasing portfolios. Our adaptability and dedication to our client’s success have made us a leading choice in the industry for portfolio management and other back-office solutions.

Increase your customer satisfaction with portfolio management solutions from JDR Solutions.

Expert Portfolio Management Services

Portfolio management is not a one-step process. At JDR Solutions, our management team will provide your customers with portfolio maintenance from the point of funding to the end of the transaction.

We understand that a leasing portfolio is not stagnant. That’s why our management team constantly monitors and modifies portfolios to fit the changing needs of your clients. Once you’ve integrated a customer into your system, JDR Solutions provides constant support for all portfolio-related issues.

 Our full range of portfolio management solutions includes:

  • Customer/contract/asset booking
  • Payment application and reconciliation
  • Financial adjustments: modifications, dispositions, and extensions
  • Contract terminations: partial or complete
  • Non-financial contract changes
  • Sales, Use, and property tax compliance and reporting
  • Management and accounting report generation and archival
  • Document generation
  • UCC filings/tracking
  • Insurance verification/tracking
  • Input daily interest rate updates from various sources

At JDR Solutions, our reputation for success is driven by our decades of experience managing equipment financing/leasing software. That’s why our clients choose our management services for their portfolio needs time and time again.

Get the job done right the first time. Contact JDR Solutions today to schedule your consultation and discover how we can optimize your portfolio management.

An Industry Leader Since 2001

Quality portfolio management is the key to building your reputation and generating a loyal customer base for your bank or financial institution. 

Just like your business, JDR Solutions adapts, grows, and flourishes by providing exceptional service on behalf of our clients. At JDR Solutions, our experience in portfolio maintenance provides an invaluable addition to your team’s financing/leasing foundations.

Our array of innovative and adaptable portfolio solutions has made us one of the top-recommended companies for infrastructure outsourcing in the world. But our committed team of professionals is the spark that ignites lasting partnerships with our banking & financial clients.