Portfolio Management

Mirror your own onboarding and review workflow by searching and adding counterparties or banks of interest to your portfolio. You can manage your credit review schedule, analyse a bank’s latest financials and conduct peer comparisons from a single location.

Efficiently handle your review processes by creating groups of institutions based on your own in-house portfolio, ensuring you can instantly access the data you need each and every time you login to Credit Risk.

Additionally, your portfolio allows you to quickly review the latest annual financial spreads for up-to-date risk analysis. When financial reports are not available Credit Risk will indicate the specific reason on-screen.