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WSO Interfaces

Save time and reduce risk with an automated data entry and extraction solution

Don’t waste time loading loan transaction information into third-party systems. Reduce the risk of errors and increase efficiency with an automated data integration solution for processing activity in WSO. The WSO Interfaces module automates the import of prices and industry data, including trades, prices, industry codes and ratings. Our solution works through a wide selection of industry-standard sources for prices and ratings.

Key benefits:

  • Cost savings – Reduce operating costs and avoid any upfront investment associated with hosting and maintaining software
  • Efficiency – Outsource complex processes around middle and back office operations, as well as loan administration
  • Dedicated support – Gain support from our team of experienced asset class experts who deliver a wide range of services to support customers through the full loan lifecycle

Customers

  • Money management and investment firms
  • Hedge funds
  • Private equity funds
  • Banks
  • Insurance agencies

Interfaces

  • Loan pricing data – Automate the import of loan prices from IHS Markit at the asset or position level
  • IDC pricing – Automate the import of bond and equity prices from Interactive Data Bond and ABS Auto Payment
  • LPC pricing – Automate the import of loan prices from Thomson Reuters LPC
  • Standard marks – Automate the import of custom marks via XML or CSV
  • BAIP – Automate the posting of the interest and/or principal payments for bonds and ABS
  • S&P Ratings – Schedule and automate the rating import process from Moody's, including rating changes
  • Standard ratings – Automate the import of custom ratings via XML or CSV
  • S&P industry codes – Automate the import of industry information from S&P
  • ID loader – Import issuer and asset identifiers
  • Trade-In – Import trades from a trade order management system via XML formatted files for all asset classes available in WSO
  • Black Mountain extracts – Feed Black Mountain Everest trade order management system with information from WSO
  • Loan liquidity scores from IHS Markit – Automate the import of loan liquidity scores at the asset level
  • Advent Geneva extracts – Feed Advent Geneva with trades, transactions, positions, loan contracts, and activity information from WSO. The Geneva Workflow Manager tool will convert these extracts into postings for Geneva
  • Standard exchange rates – Automate the import of exchange rates via XML or CSV
  • Standard index – Automate the import of interest rates and Treasury curves values via XML or CSV

Events

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Training & User Group 16 August 2018

IHS Markit Compliance Series - The CRS Editio (...)

Join IHS Markit compliance series and understand (...)

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Training & User Group 20 September 2018

Loan Market Conference

Join us for a conference for users of IHS Markit (...)

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Training & User Group 02 August 2018

IHS Markit Compliance Series - The CRS Editio (...)

Join IHS Markit compliance series and understand (...)

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Training & User Group 26 July 2018

IHS Markit Compliance Series - The CRS Editio (...)

Join IHS Markit compliance series and understand (...)

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Training & User Group 11 October 2018

Pricing and Valuation Conference

Join us for a gathering of thought leaders in fin (...)

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