Portfolio Manager is an online tool that allows you to match your customer data with information from INFORMA D&B's Global Database to obtain an integral approach to your customer portfolio and reduce the default of payments risk.
Portfolio Manager provides you a new updated image of the risk of your portfolio, allowing you to adapt and revise your credit policies over time, identify current and future risk distribution, improving this way the use of credit management resources and providing a clearer perspective of the most appropriate credit policies in each case.
Portfolio Manager allows you several types of analysis of your portfolio.
You would get a summary of outstanding debt grouped by default risk and failure risk.
It provides a structured view of the risk of your customer portfolio through its particular characteristics: company's size, age, legal form, geographical location, activity sector and D&B Failure Score.
With this report you could estimate your client portfolio risk for a period of 12 months and identify those most likely to default.
Identifies the potential loss of a business group analysing the outstanding balances aggregated by the parent company. Besides, thanks to the information on business family trees, you could identify business opportunities within the same corporate family.
Provides a general overview of the debt in your customer portfolio by age, collection and provisions strategy.
Provides a detailed summary of the changes in your portfolio, grouped by alert type.
If you need to optimize the supply chain management and reduce your company's vulnerability to unexpected changes you do also have a version for purchases management: Portfolio Manager Suppliers.