Portfolio Analysis Software

Facts & Figures

Data-based portfolio analyses in credit risk management are an important tool for making strategic decisions. Depending on their design and objectives, they provide information on very specific questions that will help you in your planning.

With an appropriate portfolio analysis software, existing data and information can be compiled and evaluated according to various criteria and displayed visually.

At a Glance: Reporting in CAM

The portfolio analysis software provides you with comprehensive analysis options for the data available in CAM.
Easily create individual evaluations with the report editor.
The reports can be created automatically and mailed at your defined times.

Quick Answers to Important Questions

Which customers have exceeded limits by the most?
How are your customers distributed across the rating classes?
Which customers have the highest limits, exposure, open positions and/or outstanding orders?
By how much has your average DSO (average time taken to pay) improved?
How are open positions and credit defaults distributed across your branches?
For how many and which customers are trade credit insurance lines available, and in what amount?
Which totals do I need to report to the credit insurance company?

Features in CAM

Evaluation of the entire portfolio
Wide range of standard reports included (e.g. rating distribution in the entire portfolio)
Generation of individual reports with the help of an integrated editor
Visual preparation of evaluations
Definition of evaluation and dispatch intervals for the reports
Authorisation concept
Various export options

Product Information