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WSO Software

Streamline loan portfolio operations with one platform

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.

WSO is available as an installed version or a hosted solution, providing maximum operational flexibility for clients. An extensive range of integrations with other solutions from IHS Markit, as well as data and software from third-party providers, simplify operations and reduce the complexity of portfolio administration.

Key benefits:

  • Cost savings – Achieve significant scalability and create operational efficiency for future growth
  • Risk reduction – Minimize counterparty, trading and settlement risk with integrated electronic loan settlement
  • Operational efficiency – Integrate solution with inbound data feeds and internal systems
  • Managed cash flows – Mitigate uncertainty in cash flows with efficient processing of interest, principal and fee payments


  • Asset managers
  • Private equity
  • Hedge funds
  • Banks
  • Insurance agencies

Products and Solutions

  • WSO Administrator

    WSO Administrator is the core of the WSO software system. WSO allows managers to optimize operations and contain costs when providing asset-specific functionality for bank loans, ABS, bonds, CDS, equities, TRS and universal assets. The platform’s transaction processing includes interest rate rollover, principal amortization, spread changes, pay-in-kind and restructure. It can automate the complete data entry process and create an audit trail of all processed transactions, including trade capture, transaction processing, and income reporting and portfolio reconciliation. The system is tailored for front-to-back office operations services.

  • WSO Accounting

    Capturing the correct accounting transactions for investment assets is challenging, particularly with the large number of financial reporting standards that exist, including IFRS, US GAAP, IRS, SEC and others. Firms must ensure consistent historical reporting and adapt to evolving accounting standards.

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