Monitor the risk, not the company
Give your analysts time to analyse
Don't let your analysts drown in data. Our solution automates the monitoring of your portfolio, freeing up valuable time for your skilled teams to focus on analysing trends, identifying opportunities, and proactively planning for potential threats.
Time Efficiency and Real-Time Insights
Automated monitoring is more than just a feature; it's about reclaiming precious time that your analysts can now invest in making smarter decisions. Instead of hours wasted on data collection and processing, our solution swiftly sources and processes real-time data, instantly unveiling your portfolio's full risk profile.
This means you can respond swiftly to emerging risks and seize opportunities, all while maintaining an up-to-date understanding of your portfolio's health.
Custom risk alerts
Precision and Focus
Custom risk alerts cut through the clutter, ensuring your analysts aren't overwhelmed by unnecessary information. By tailoring alerts to notify you only when the risk profile changes, you stay informed without the distracting noise.
This precision allows your team to focus on critical changes that genuinely impact your portfolio, empowering you to take proactive actions and make timely, well-informed decisions. It's about clarity in a sea of data.
Targeted Insights and Informed Strategy
Segmentation recognises that one size doesn't fit all in portfolio management. By creating multiple portfolios segmented by industry, region, product, or risk, you gain the targeted insights that matter most to you.
Experience the strategic advantage our solution provides by allowing you to tailor your approach and make data-driven decisions that align precisely with your goals, maximising the impact of your portfolio management efforts.
Key features of our Portfolio Solution:
Tired of wading through financial data to compile the next quarterly review?
Your current monitoring processes may be riddled with inefficiencies, consuming valuable time and resources.
Our solution simplifies and streamlines these processes, liberating your team to focus on what truly matters – making well-informed decisions that unlock the full potential of your portfolio.
Say goodbye to the pain of cumbersome and time-consuming monitoring procedures, and embrace the efficiency and confidence that comes with our streamlined solution.
Everyone loves Excel, but there is a faster way to produce portfolio reports
Generating detailed portfolio reports can be a time-consuming task, diverting your skilled teams from more strategic endeavours.
Our solution changes this dynamic by producing comprehensive portfolio reports quickly. This time-saving feature enables your analysts to invest more time in understanding trends, identifying new opportunities, and proactively planning against potential threats.
Get a consolidated view of the entire risk profile of your portfolio, with key risk metrics like Probability of Default (PD), Loss Given Default (LGD), SME Z Scores and Bond-Rating-Equivalent (BRE).
Can you send me your latest management accounts, please?
Dealing with raw data can be overwhelming, especially when it's not presented in a digestible format.
Our solution transforms this raw data into consumable reports, presented in a format that identifies key focus areas. This shift from data overload to insightful reporting enables your analysts to make smarter, faster decisions, without the headaches of deciphering complex data sets.
It's about simplifying the data landscape, making it more actionable and less daunting.
Drowning in company alerts, updates and notifications?
Waiting for issues to become critical before taking action can lead to reactive risk management, resulting in missed opportunities and increased exposure.
With our solution, you can configure alerts tailored to your risk appetite for different portfolios. This empowers you to spot deterioration or negative trends before they become critical, allowing you to take proactive steps to mitigate risks. Moreover, it helps you seize positive trends promptly, opening up opportunities for your sales team. It's about shifting from reactive to proactive risk management, minimizing pain points associated with unexpected challenges.
How our solution resolves your pain points and delivers value:
Assessing global company risk profiles can be a daunting task, particularly when dealing with multiple regions, diverse data formats, and varying economic conditions. Our solution ensures uniformity. Your entire portfolio is assessed by the same metrics, with risk models segmented by size, industry, and region. This consistency minimises the complexity of risk assessment. It's about standardising your approach for clarity and efficiency.
While we primarily operate in the UK and Europe, we don't confine our expertise to these regions. If you have data from other regions, we have the models and expertise to turn that data into actionable insights. It's about expanding your geographic reach and gaining insights from diverse markets.
Choose Wiserfunding to transform your portfolio management, addressing pain points and unlocking the full potential of your portfolio.