Lending Solutions
With our powerful combination of specialized software and workflows, world-class reference and pricing data, and managed services, make informed decisions, increase efficiencies, and operate with clarity, confidence, and conviction.
Automate Every Stage of the Loan Lifecycle
Connecting, streamlining, and digitizing the lending community, we are the first to understand the importance of continuously innovating and accelerating progress across the broadly syndicated loans and direct lending markets. Whether you are managing a handful of bilateral deals or many complex, syndicated loans, our solutions, data, and managed services can help you automate every stage of the loan lifecycle.
Broadly Syndicated Loans
Streamline your broadly syndicated loan operations, from origination to completion and everything in-between.
Private Debt
Automate and accelerate new ventures. Nurture existing portfolios across the entire direct lending lifecycle.
Solutions for the Lending Markets
Loan Agency Services
CLO Startup Solution
Launch a new CLO investment platform quickly with seamless technology and managed services with our CLO Startup Solution.
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.
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.
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.
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.
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.
Managed Services
Configurable service to facilitate the end-to-end lifecycle of each loan.
Messaging and Data Services
Manage incoming bank loan agent notices on a single secure platform through our Notice Manager solution. Maintain accurate portfolio data through the integration of agent bank notices and reconciled position information
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.
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.
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.
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.
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.
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.
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.
Syndication and Agency Management
Leverage our secure document sharing and workflow tools through Debtdomain to manage loan and private credit deals at all stages.
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.
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.
Achieve your commercial objectives and address regulatory obligations. Reduce operational costs, save time, and minimize credit and covenant risk
Act with accountability
Whether you are managing a handful of bilateral deals or many complex, syndicated loans, it is essential to have clarity, automated workflows, and an auditable view of all notices, calculations and data – across the entire lifecycle of a loan.
Be the authority
Take control and react confidently in all market conditions with an unparalleled view of market activity. It is the depth and breadth of the data flooding through our automated workflow solutions, and our managed services that makes us invaluable to lenders across the world
Accelerate with agility
Be competitive and collaborative. Grow your loan portfolio using our suite of scalable, configurable, modular solutions and managed services. Our specialist tools – purpose-built for firms of all sizes – are infused with world-class data to help you generate new trade ideas, and identify new investment opportunities.
Navigate with confidence
Have everything in order, in the right format and in the right place with a full front-to-back solution that kicks in at the point of deal origination by centralizing deal and syndication administration. Our processes, data and tools will help you navigate the complexities of the broadly syndicated loans and direct lending market
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