When we wrote our article, Why 2023 'Will Be the Year of the Portfolio,' we weren’t thinking that there would need to be a sequel written any time soon. But thanks to all the other surprises from the Silicon Valley Bank failure – a case study of a 2023 portfolio disaster – it made sense to continue the discussion.

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Tamarack Technology, Inc., and Sandhills Global have entered into a strategic partnership designed to help equipment finance companies elevate portfolio management and profitability.

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For this Trail Mix installment, we are sharing a number of knowledge tidbits for users of Solifi’s Lease and Loan Portfolio Management Software (formerly InfoLease).

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The news headline for the recent release of the 2022-2023 US Bank CFO Insights Report declared that “Risk Management Soars Past Revenue Growth as Top Priority for Finance Leaders” – highlighting a major shift in the concerns of financial leaders from financial to operational risk

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The challenges of early 2020 have come full circle in 2023. The boon of originations over the past 30 months combined with rapidly increasing interest rates and a looming recession have made 2023 the Year of the Portfolio.

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This month in our Get to Know series we’re traveling overseas to learn more about Mariana Marchesini. From her home in Barcelona, Spain, Mariana works with Tamarack’s professional services team, specializing in Solifi’s Lease and Loan Portfolio Management Software (formerly InfoLease).

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