Insights

Introducing our new Portfolio Management solution

Written by Wiserfunding | May 10, 2023 12:33:00 PM

Our mission is to empower the entire credit lifecycle for SME lenders. Screening and origination were always just the beginning. 

We’ve seen first-hand how investment managers struggle to maintain real-time insight into portfolio health as market conditions evolve. Without the right technology to effectively manage credit risk, SME lenders are at the mercy of market movements and can only take remedial action when it’s too late.

Pain Points

  • Disorganised storage: Portfolio data spread across a variety of tools, sources, and formats adds hours to every workflow and increases the risk of error.

  • Stale data feeds: Outdated metrics pulled from old company filings reduce analytical accuracy and leave managers little to no time to take interventionist action.

  • Manual processes: Portfolio reviews, regulatory procedures, and reporting require days to weeks of repetitive, Excel-based preparation time.

Now, we’ve built a unified solution for faster, smarter portfolio risk management. The new solution enables SME lenders to optimise portfolio health and improve team efficiency with streamlined analytical tools. 

 

Features

  • Centralised data management: Standardise portfolio metrics with simple uploads and automated re-formatting.
  • Real-time data feeds: Maintain a live view of portfolio health with open finance feeds.
  • Early-warning alerts: Get notified of material changes in portfolio health – and choose only the alerts you need.
  • Proactive remedial actions: Take action faster to prevent unforeseen distress and default.
  • Automated portfolio snapshots: Shortcut manual analytical tasks to focus on the insights that matter.
  • Precision risk analytics: Benefit from our entire suite of tailored risk models and SME credit indicators
 
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