Transform Portfolio Management with Intelligent Risk Detection & Growth Insights
Our portfolio management solution integrates machine learning for proactive risk detection, revenue identification, and automated credit monitoring. A dynamic dashboard-driven approach ensures real-time insights into financial health, enabling strategic decision-making. Customizable alerts, scenario analysis, and threshold-based triggers empower organizations to anticipate risks and capitalize on opportunities.
Early Warning Signals
Automate the monitoring of financial and non-financial early warning signals (EWS) by employing proprietary machine learning algorithms. Create custom EWS dashboards comprising a dynamic interface that presents all parameters and their underlying variables on a single screen.
Revenue Opportunities
Leverage machine learning to identify revenue opportunities from financial statement disclosures. Financial statement line items can be intelligently categorized to gain insights on potential revenue streams. These opportunities, when aggregated at a portfolio level, can be used to design custom sales strategies.
Covenant Monitoring
Conduct annual credit reviews and rating faster with automated covenant monitoring. Design custom dashboards with a variety of indicators categorized into profitability, liquidity, solvency, and efficiency metrics. Each metric can be judged through customizable thresholds that indicate breach or near-breach status.
Alerts & Triggers
Adjust forecast assumptions to evaluate multiple scenarios. The financial projections module provides flexibility to modify forecast assumptions so that multiple scenarios can be evaluated. The assumption can be changed for a particular year, or the change can be applied to all years.