Loan Solutions

WSO Software is a leading suite of software for portfolio administration. It provides a single platform with functionality for performance analysis, compliance, accounting, reporting, and system integration. Our software enables streamlined management of transactions and trades, creating a detailed audit trail while minimizing data entry for users. WSO's highly customizable features give it capabilities for a broad range of asset classes, with many powerful features for leveraged and syndicated loans.

Notice Manager enables loan managers to more effectively and securely handle inbound agent notices related to their bank loan holdings. Use our service to streamline your day-to-day operations and take control over research and audit needs using historical information. Take advantage of workflow and collaboration tools to optimize front and back-office operations. The service allows you to efficiently handle changing data dissemination and retrieval requirements and supports FpML, faxes and emails, including attachments in Excel, Word, PDF and other formats.

Find independent bid-offer pricing and liquidity measures for 6,000 leveraged loan facilities worldwide daily. We use contributor-based loan pricing engines and sophisticated parsing technology to provide loan market investors a reliable dataset that includes mapping to over 300,000 industry identifiers. You also receive access to liquidity metrics, such as the number of dealers quoting, with the size and the average size quoted. Our team of dedicated loan pricing specialists is available to provide you with comprehensive support, including more than 10 years of price history that can be used to generate and back-test trade ideas.

Loan reference data that is used to monitor portfolios, risk and market activity often is spread across multiple sources, including public filings, credit agreements and transactions. Market participants typically dedicate countless hours each month on manual processes to capture, aggregate and validate this data.