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Financial ServicesLoan Solutions

WSO Services

Drive efficient multi-asset class operations with our outsourced managed service solutions

Streamline your private debt and multi-asset class operations by using our outsourced portfolio management solutions and accessing our industry experts. Our services provide solutions across the lifecycle of assets in complex portfolio structures, providing real-time access to client and global data.

Leveraging the strength of the IHS Markit portfolio management product suite, our team of experienced industry experts provide high quality services to improve your operational efficiency and increase your productivity. Coverage includes multi-asset servicing, agent administration, cash reconciliation, trade closing, investment accounting services and full P&L reporting with robust front-office and accounting integration capabilities.
Design processes that maximize efficiency
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IBOR Transition: Try Our Risk Free Rates Calculator For Loans
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Key benefits of using our outsourced managed service:

Reduced Settlement Times
Reduced Settlement Times
Benefit from automated trade settlement workflows through native ClearPar integration
Cash & Position Reconciliation
Cash & Position Reconciliation
Enjoy active counterparty engagement and discrepancy resolution across cash and position level reconciliations
Access Latest Features
Access Latest Features
Running on AWS, stay current with industry mandates and enjoy new features and updates every 4-6 weeks
Real-time Processing & Reporting
Real-time Processing & Reporting
Mitigate trade risk with real-time processing of data events as they occur. Immediate and online access to run / configure 180+ reports
Increased Productivity
Increased Productivity
Let us manage your complex processes around multi-asset class operations, so you can focus on your core business
Industry Expertise
Industry Expertise
Tap into our 20+ years of in-depth industry expertise across the loan lifecycle

Unique features

  • Real-time web-based application for immediate access to position data and reporting needs
  • Agent services to help streamline administrative functions between agents, lenders and borrowers
  • Trade closing services for managing leveraged loan trade settlement processes
  • Online document management service for processing, categorizing and storing agent notices related to bank loan holdings
  • Hosted, centralized reconciliation solution that compares data from multiple data sources to produce a consolidated discrepancy report
  • Report building wizard to create reports as needed, or modify any of the 180+ standard templates

Learn more about our outsourced managed services

We offer a comprehensive selection of outsourced managed services. Clients can pick and choose the services that best suit their needs.
Loan Administration Services
Loan Administration Services

Access real-time position data and reporting through a web-based service

Compliance Services
Compliance Services
Automate the compliance tests required by governing documents
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Investment Accounting Services
Investment Accounting Services
Enjoy on-demand and off-cycle insights for a complete Accounting Book of Record
Trade Closing Services
Trade Closing Services
Cost and time-efficient trade settlement outsourcing for leveraged loan trades powered by industry-leading integrations
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Loan Reconciliation
Loan Reconciliation
Data comparison between multiple sources to produce a consolidated discrepancy report and resolution management
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Agent Services
Agent Services
Streamlined communications with borrowers and lenders with outsourced back office operations for administrative agent responsibilities
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Interfaces and Integrations
Interfaces and Integrations
Robust integrations to Accounting, Risk, Order Management, Data Repository and other systems using APIs, FpML, and customized extracts
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Loan Reference Data
Loan Reference Data
Terms and conditions on a loan, extracted from executed copies of credit agreements

Experts

Elina Gokh

Mrs. Gokh is responsible for the commercial strategy of multi-asset class capabilities and technology innovation of WSO and more broadly within the Credit and Asset Servicer Market segments. Prior to leading our software business, she co-headed client management and led product strategy within WSO Services. In 2004, She joined J.P. Morgan FCS Corp (now part of IHS Markit). Mrs. Gokh holds both the Master of Science in Business Administration and a Bachelor of Science in economics and finance from the University of Texas, United States.

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Robert Moeller

Mr. Moeller leads integration and reporting product strategy for WSO. He is also head of WSO Professional Services overseeing implementation, consulting, compliance and upgrades. Robert is also leading integration and development efforts around LIBOR cessation. In 2005, he joined J.P. Morgan FCS Corp (now part of IHS Markit) as a loan analyst. He held previous roles as an equity trader with Zone Trading Partners and financial analyst with XTO Energy. Mr. Moeller received his Bachelor of Business Administration in Finance from Texas A&M University, College Station, TX. He has held the Financial Risk Manager (FRM) designation since 2010

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