
Portfolio Insights monitors small-business loan portfolios for lenders with risk scoring, migration tracking and alerts.
Portfolio Insights assesses risk across a small-business loan portfolio through portfolio-wide scoring, segmentation and migration tracking. It provides probability of default, expected loss, concentration analysis, trend reports and early-warning alerts.
The offering serves lenders managing credit risk after loan origination. Its portfolio-level and segment-level views help financial institutions monitor changing risks and identify potential problem loans.


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Banker-facing analytics that turn small-business accounting data into deposit, lending, and treasury opportunity signals with next-best-action prompts.


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Dun & Bradstreet's credit risk platform combining business data with AI-powered guidance and portfolio monitoring.

Banker-facing analytics that turn small-business accounting data into deposit, lending, and treasury opportunity signals with next-best-action prompts.

Proprietary portfolio risk scoring engine rating portfolios 1 to 10 across four risk dimensions.

Kwanti Portfolio Analytics gives independent advisers prospect diagnostics, risk profiling with IPS generation, branded proposals, and PDF statement extraction.

Allvue Portfolio Monitoring tracks private capital portfolio company performance, valuations, and reporting for fund managers.

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Transaction-data intelligence for bankers that surfaces wallet-share gaps, outside loans, and product opportunities from core bank data.

Bank-embedded financial assistant delivering cash flow forecasting, profitability tracking, scenario planning, and benchmarking for small-business clients.

Analytics dashboard delivering financial data insights and reporting for institutions and fintechs.

AltData delivers investment analytics, reporting, and risk metrics for alternative asset portfolios.

Entity and cryptoasset trend analysis platform.

Rocket Intelligence is a competitive intelligence capability that continuously tracks watchlisted companies and turns market signals into interpreted briefs.

Gather's AI connector unifies a private investor's portfolio data, founder metrics, and reporting workflows across existing tools.

Transaction analytics that give banks wallet-share, spend, and next-best-action insights on business customers.

Nitrogen Risk Center gives advisers risk questionnaires, Risk Number scoring, portfolio analysis, proposals, and compliance documentation in one workflow.

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