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Portfolio Manager

Portfolio Manager

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.

Business Risk Management

With Portfolio Manager, you could:

  • Know business risk distribution in your client portfolio.
  • Get the non-fulfilment probability on your clients payment delays using the D&B Paydex indicator.
  • Detect risk exposure within a business group using global family trees.
  • Know the risk evolution of your client portfolio.
  • Identify sectors with greatest risk in your portfolio and the best sectors to concentrate prospects.
  • Plan your credit strategy, customize your policy by business line, age, or legal form.
  • Maintain a permanent monitoring of changes taking place in your portfolio thanks to the customizable alerts.

Analyse your client portfolio

Portfolio Manager allows you several types of analysis of your portfolio

See Summary:

You would get a summary of outstanding debt grouped by default risk and failure risk.

Portfolio Distribution:

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.

Bad debt Forecast

With this report you could estimate your client portfolio risk for a period of 12 months and identify those most likely to default.

Corporate Risk

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.

Debt Analysis

Provides a general overview of the debt in your customer portfolio by age, collection and provisions strategy.

Alerts Report

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.

Analyse your client portfolio

Extracting essential insights for your business

ESSENTIAL DATA MANAGEMENT

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