Portfolio Risk Management

Analyse and evaluate the risk of individual, and groups of businesses

See the big picture with Portfolio

Group, profile and segment businesses to help you to develop effective risk levels for groups of customers and prospects.


Portfolio benefits at a glance:

  • Identify high, low and medium risk accounts
  • Progress from the big picture to the detail at the click of a button 
  • View the detail in one click
  • Assess the profitability of increased or renewed credit facilities
  • Using filters, create cutting edge and timely MI (Management Information) reports at the click of a button
  • Benchmark account performance against industry performance
  • Determine the stability of your customers over the next 12 months and define collections strategies accordingly
  • Carry out detailed Ledger and Portfolio analysis
  • Identify key opportunities and risks within your supply chain

No matter how many accounts you manage, Portfolio allows you to easily track the vital data. With just a few clicks, you can see which businesses are declining, improving and need immediate attention. Portfolio lets you not only protect your business against risk, but it also allows you to quickly identify opportunities for your business.


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