Effective Concentration and Portfolio Management

Portfolio Analytics and Reporting solution allows effective concentration and portfolio management while reducing your bank’s cost and effort.
Portfolio analytics and Reporting solution enhances your credit risk management at a controlled cost while easily producing portfolio-specific, best practice risk management analysis and reporting. Along with the solution, our clients benefit from our unique blend of credit knowledge and bank loan data expertise to ensure successful integration into your bank’s credit processes. Proven one-on-one credit consulting on best practices included with every engagement at no additional cost.

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Comprehensive Coverage

Loan Portfolio

Loan Portfolio Activity Management Reporting and Analysis

Pre-built industry best practice credit portfolio reporting and analysis of trends, changes and growth patterns.

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Loan Concentration Management Reporting and Analysis

Automate concentration management and satisfying regulatory, board and management concerns.

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Migration Analysis and Management Process

Instantly track, analyze & report key risk indicators and loan migration activities including risk ratings, credit scores & delinquency.

Features

Reduce Reporting Time

Reduce Reporting Time

Eliminate hours of building and maintaining numerous spreadsheets, reducing quarterly reporting time by up to 50%.

Analysis and Reporting

Analysis and Reporting

Board ready loan portfolio activity tracking, concentration analysis and reporting.

Regulatory Requirements

Regulatory Requirements

Evidence Increased risk control, best practices to meet or exceed regulatory requirements for portfolio, concentration and risk management.

Enable Time for Portfolio

Enable Time for Portfolio

Adds control and auditability to your reporting and analytics while enabling more time for valuable portfolio analysis.

Add Features and Functions

Add Features and Functions

The architecture of our platform allows you to easily add features and functions as your business needs evolve.

Our Knowledge Hub

Whitepaper 14 Sep 2018

CECL Estimation Techniques - Vintage Analysis

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Regulatory Updates 19 Nov 2018

Codification Improvements to Topic 326, Finan...

Whitepaper 5 Mar 2018

CECL Estimation Techniques - Cohort Analysis

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