WSO Services

Drive efficient middle and back office loan operations with outsourced solutions

WSO Services from IHS Markit help customers streamline their businesses by providing outsourced best-in-class middle and back office operational services and solutions. Our team of experienced industry experts leverages the strength of the WSO portfolio management product suite to provide high quality services to loan market participants to improve their operational efficiency. Offerings include asset servicing, cash reconciliation and P&L reporting with a website and feeds to managers, loan settlement and agent asset administration.

Key benefits:

  • Cost savings – Experience low operating costs with no upfront investment associated with hosting and maintaining software
  • Operational efficiency – Outsource complex processes around middle and back office operations as well as loan administration
  • Dedicated support – Enjoy support through the full loan cycle from our team of experienced asset class experts

Customers

  • Agents
  • Hedge funds
  • Insurance companies
  • Broker-dealers
  • Asset managers
  • Private equity firms
  • CLO managers
  • Mutual funds
  • Underwriters
  • Investment managers

Products and Solutions

  • WSOWeb

    The WSOWeb application from IHS Markit allows access to real-time position data and reporting from a web-based service so you can improve your operational efficiency. Our loan portfolio software provides a unified platform for reporting, CLO, compliance, integration, performance analysis and agent syndication across the complete trading lifecycle. WSOWeb also serves as a convenient delivery portal for many of WSO’s outsourced services for the loan market. Our software provides a complete loan management solution with connections to Loan Settlement, Loan Pricing, and other solutions from IHS Markit.

  • WSO Trade Closing Services

    When in-house loan settlement occurs mostly through a manual, paper-driven process, it requires the constant attention of loan managers and their interaction with multiple counterparties. This time-consuming process can be complex to manage, decrease liquidity and increase counterparty risk. The average trade settlement time in the market remains high due to lengthy administrative processes.

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