OVERVIEW

CreditQuest® Portfolio Manager provides credit professionals with metrics pertaining to credit risk, profitability and the level of banking activity, from the portfolio level down to the single customer. By leveraging all of the available data, CreditQuest Portfolio Manager highlights changes in real time to facilitate a timely response.

CreditQuest Portfolio Manager helps you leverage risk-related information to identify credit concentrations, predict losses, measure portfolio profitability and analyze individual credits. Click here to view the CreditQuest Portfolio Manager workflow chart.

CreditQuest Portfolio Manager provides your financial institution with:

• Powerful tools that allow for a thorough and consistent analysis of the entire credit portfolio. View and report on data from the portfolio level down to single accounts.
• Flexible data segmentation to enable users to drill down into the portfolio. to continuously monitor concentration levels by exposure, industry segment and geography.
• Predefined routine reports in a gallery for easy access and use.
• Automatically generated periodic reports.

CreditQuest Portfolio Manager enables your financial institution to:

• Perform credit portfolio management and risk analysis effectively.
• Identify asset concentrations, relationship profitability, industry sector exposures and trends, credit risk at the portfolio or customer level and business volume changes.
• View historical banking activity levels, perform trend analysis, highlight irregular trends or sub-par performance and drill down to uncover the causes.
• Create detailed and summary business intelligence reports in minutes, providing real-time data, graphs and comments in a clear and actionable format. Select from over 100 standard reports on subjects, such as defined peer groups for comparative analysis or expiring credits, or create custom reports from templates provided.

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