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TAO Solutions
600 B Street, Suite 300
San Diego, CA 92101
Main Phone: 619-730-8159
Web Site: www.taosolutions.com

LinkedIn: company page on LinkedIn
Twitter: follow on Twitter



Contacts
Ryan Pereira  |  President & Head of Business Development
phone: 619-730-8159
e-mail: ryan.pereira@taosolutions.com


Company Information
Company Type: 
  • Credit / Risk Management
  • Portfolio Management
  • Professional Services
  • Software
In Business Since: 2009
Geographic Coverage: 
  • National
  • Northeast
  • Southeast
  • Midwest
  • Southwest
  • West
  • Canada
  • International
Association Memberships: 
  • National Equipment Finance Association

Profile
With offices in San Diego, Toronto, and Sydney, trusted by leading global banks and financial institutions of varying sizes, TAO Solutions is a leading provider of software designed to empower the financial services industry with operational agility and robust capabilities.

For over a decade, TAO Solutions has worked with financial industry leaders globally to drive growth, save costs, and increase efficiency by leveraging cutting-edge technology, deep-rooted industry expertise, and exceptional customer service. Representing a solution provider to 10% of the top global banks with more than $1 trillion in assets administered by our technologies, TAO Solutions is SOC II Type II accredited and a Gold Microsoft Certified Partner.

LeaseSpark by TAO Solutions is a cloud SaaS application that improves the efficiency of your daily operations, making it easier to secure and manage deals throughout their lifecycle.

LeaseSpark is the essential asset to asset finance.

Included features:

Origination Parter Portal
CRM, Data Analytics and Dashboard Reporting
Origination and Credit Decisioning
Documentation Center with included eSignatures
Funding and Booking
Loan and Lease Administration
Securitization and Asset Portfolio Valuation
End-to-end Lease and Loan Accounting
Automated Workflow Task Manager
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Industry Resources
Equipment Leasing
and Finance Association 		National Equipment
Finance Association 		American Association
of Commercial Finance Brokers 		Turnaround Management
Association 		ABL Advisor