WSO Software

The WSO Advanced Reporting solution enables users to create custom reports and extracts with granular scheduling and publishing options. Users can manipulate views for immediate feedback and efficient financial data assessments. Create custom reports in real time and extract data from standard or custom fields and calculations.

The task of bank loan administration is time sensitive. Evolving documentation and correspondence requirements have led many agents to use an ineffective assortment of systems and procedures to administer loan origination. In this increasingly competitive market, reducing operational costs while boosting efficiencies is key to creating a functional front-to-back office operation.

The need for accurate reporting on a timely basis has expanded along with the increasing number of structured vehicles in existence. The WSO Compliance solution automates the compliance tests required by fund or instrument governing documents to help you manage your portfolio more effectively and efficiently, while eliminating the amount of time spent performing analytics and creating in-house reports. Our solution supports cash flow, ABS and market-value CLOs, as well as total return swap, separate managed account and mutual fund structures. Both cash and synthetic deal types are supported. Each Compliance module is custom-tailored to the specific reporting needs of the individual structure, as defined by the offering memorandum, indenture or other governing documents. IHS Markit tailors the compliance solution to the specific reporting needs of the individual entity.

Our Credit Manager portfolio analysis software is a web-based platform purpose-built for loan investors. It centralizes the data needed to select investments and enables monitoring of credit performance monitoring and risk. Credit Manager's powerful research tools are accessible through an easy-to-use interface with intuitive dashboards. Flexible features allow clients to calculate IRR, evaluate risks, quantify portfolio concentrations, evaluate weighted average metrics, and identify relative value.

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.

The WSO Reporting solution puts the information you need at your fingertips. It provides fast and easy generation of reports with up-to-date information and delivers real-time access to more than 160 standard accounting and portfolio analysis reports with dynamic properties and full report descriptions.