Portfolio Analytics & Reporting

/Portfolio Analytics & Reporting


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.

Loan Portfolio Activity Management Reporting and Analysis

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

Loan Concentration Management Reporting and Analysis

Automate concentration management and satisfing regulatory, board and management concerns

Migration Analysis and Management Process

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


  • Eliminate hours of building and maintaining numerous spreadsheets, reducing quarterly reporting time by up to 50%
  • Board Ready Loan Portfolio Activity Tracking, Concentration Analysis and Reporting
  • Evidence Increased risk control, best practices to meet or exceed regulatory requirements for portfolio, concentration and risk management
  • Adds control and auditability to your reporting and analytics while enabling more time for valuable portfolio analysis
  • The architecture of our platform allows you to easily add features and functions as your business needs evolve


484 – 417 – 2099