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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 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 enables you to 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.

Helping you see the full picture
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?

Further Information

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