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Portfolio Manager

Understanding how your customer portfolio is performing overall is a challenge when you’re managing a large portfolio. It is further complicated if your portfolio consists of a number of domestic or pan-market ledgers.

Portfolio Manager provides answers to critical questions like:

What is the distribution of risk across your portfolio?
Who are your 'riskiest' and best customers?
How likely are your customers to pay you within terms?
What is your aggregated exposure across corporate groups?
How does your overall customer portfolio risk change over time?
How much are you likely to lose through commercial risk over the next 12 months?
If there are changes in risk in your portfolio should your credit limit change?
Has your Global Decision Maker decision or customised credit limit changed?

Portfolio Manager is an online analysis tool which merges your customer receivables data with D&B's databases to provide a unique insight into your customer portfolios. It lets you pinpoint the main areas of risk and opportunity leading to better targeting of your credit management resources and a clearer, more informed view of which credit policies are most appropriate for your circumstances.

Learn more about Portfolio Manager:

Decide with confidence today. For more information on D&B's Risk Management Solutions, call 0800 001234 or email.