Product Information

Description
& Size

Portfolio Manager is an online analysis tool, which merges your customer receivables data from Canada, the U.S. and Europe with D&B's database to provide unique insight into your customer portfolio. The D&B database has information on over 1.50 million Canadian businesses and over 120 million businesses in 200 countries worldwide.

Features & Benefits

Portfolio Manager provides three types of analysis with the ability to drill down to the customer level and even access Business Information Reports online.

1. Portfolio Analysis – provides a breakdown of the overall risk structure according to your own defined risk bands and the common characteristics of your customer portfolio.
2. Risk Accounts – predictive scores allow you to review the total possible bad debt across your portfolio over the next 12 months and identify your most risky customers.
3. Corporate Family Exposure – allows you to analyze your total credit exposure within one corporate family and helps identify potential cross-sell opportunities within the same corporate family.

Access

Web-based platform allows you to enjoy simultaneous access for multiple users within your company.

Format

View a one-screen snapshot of your total risk. Highly customizable, so you can view your portfolio the way you want. You can even request daily alerts on high-risk customers.