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Loan Agency Services
Work with a unique partner that can handle all of your corporate lending needs by leveraging end-to-end proprietary technology for agency services along with integrated KYC, tax, and origination deal room solutions through our Loan Agency Services.
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CLO Startup Solution
Launch a new CLO investment platform quickly with seamless technology and managed services with our CLO Startup Solution. We help new CLO managers navigate the challenges of starting a fund with an integrated offering of data, workflow, and aggregation tools to help streamline the credit management process.
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Data Management for Credit
Benefit from greater control, ongoing compliance and transparency of your data with our Security Master, Reference Master and Data Management solution. Our configurable EDM platform enables you to acquire, validate, and distribute all types of data.
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Loan Administration
Simplify the complexity of your loan market operations with our WSO Software and Services, providing real-time access to portfolio insights, workflow automation, and deal administration for diversified credit portfolios, CLOs, syndicated and leveraged loans.
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Loan Credit Risk Analysis >
Get a holistic view of risk with Credit Analytics. Access credit scores, models, and tools to ease your workflow when running loan risk analysis and loan exposures on rated and unrated, public and private companies across the globe.
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Loan Reconciliation >
Access accurate information about loan asset ownership through an automated process for validating position data. Agents and lenders in the syndicated loan market can easily retrieve a detailed report about any position differences and take action to ensure they are resolved.
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Loan Trade Settlement >
Streamline, automate and centralize loan trade settlement through our ClearPar platform that helps buyers, sellers, agent banks, custodians, and legal professionals efficiently process trades.
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Managed Services
Configurable service to facilitate the end-to-end lifecycle of each loan. Coverage includes multi-asset servicing, agent administration, cash reconciliation, trade closing, investment accounting services and full P&L reporting with robust front-office and accounting integration capabilities.
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Messaging and Data Services >
Manage incoming bank loan agent notices on a single secure platform through our Notice Manager solution which helps you to maintain accurate portfolio data through the integration of agent bank notices and reconciled position information.
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Onboarding >
Access advanced, integrated document management capabilities through our Counterparty Manager: Onboarding Accelerator solution. Ensure every lender form is completed, validated, and verified for tax and KYC requirements before funding, and refresh entity information automatically.
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Origination & Underwriting >
To balance the risk-return of loan exposures and efficiently price new business, access ratings, credit research, credit-adjust financials, and default, recovery and transitions data from RatingsDirect® to understand the default risk of extending loans or credit to customers on a timely basis.
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Portfolio Monitoring >
Gain transparency and insight into your alternative investment portfolios across private credit, private equity, real estate and venture capital with our iLEVEL solution. Meet the demand for access to real-time, accurate data on alternative investments with help from our flexible managed service offerings.
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Portfolio Modeling, Trading, and Cash Management >
Streamline loan management, CLOs, and diversified credit on a single platform through our thinkFolio solution. Analyze loan instruments, model cash flows, and simulate scenarios to maximize returns, and mitigate reinvestment risk.
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Pricing and Reference Data >
Benefit from our expansive coverage in loan pricing and reference data sets, garnered over 20 years, covering 124,000+ loan facilities, and with 7,500+ loans priced. Our pricing and reference data delivers a comprehensive view of the loan cycle, from deal origination to pricing, settlement and transaction services.
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Private Markets Intelligence
Unlock core data and differentiated analytics on S&P Capital IQ Pro including 9.6M+ companies with recent fundamentals, 52M+ private companies, and 69k+ PE/VC funds supplemented with Preqin data. Our continually expanding coverage can help you raise your next fund, identify investment opportunities, deploy capital, drive value creation strategies, and deliver returns.
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Secure Administrative Details >
Maintain and access up-to-date information securely through our database of standing settlement instructions (SSIs) and administrative details forms via ADFlow to reduce the risk of misdirected payments and the need for callbacks.
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Syndication and Agency Management >
Leverage our secure document sharing and workflow tools through Debtdomain to manage loan and private credit deals at all lending stages: syndication, secondary trading, and agency processes, including both sole and joint bookrunning, pipeline reporting, and secure document distribution.
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Tax Due Diligence >
Access the documentation and data you need to meet regulatory tax requirements. Store, monitor and maintain your data in a central document repository with an audit trail to trace the data back to the source.
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Covenant Monitoring Service >
Benefit from our advanced Covenant Monitoring services to help facilitate early detection of potential covenant breaches, enabling proactive management and remediation to help avoid costly defaults and strengthen the relationship between lenders and borrowers.
