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WSO Services

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Drive efficient multi-asset class operations with our outsourced managed service solutions

Streamline your private debt and multi-asset class operations by using our outsourced portfolio management solutions and accessing our industry experts. Our services provide solutions across the lifecycle of assets in complex portfolio structures, providing real-time access to client and global data.

Leveraging the strength of the S&P Global portfolio management product suite, our team of experienced industry experts provide high quality services to improve your operational efficiency and increase your productivity. 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.

Design processes that maximize efficiency
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Lending Solutions Explore our full range of innovative solutions for the credit markets
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Key benefits of using our outsourced managed service

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Reduced Settlement Times

Benefit from automated trade settlement workflows through native ClearPar integration

Cash & Position Reconciliation

Enjoy active counterparty engagement and discrepancy resolution across cash and position level reconciliations

Access Latest Features

Running on AWS, stay current with industry mandates and enjoy new features and updates every 4-6 weeks

Real-time Processing & Reporting

Mitigate trade risk with real-time processing of data events as they occur. Immediate and online access to run / configure 180+ reports

Increased Productivity

Let us manage your complex processes around multi-asset class operations, so you can focus on your core business

Industry Expertise

Tap into our 20+ years of in-depth industry expertise across the loan lifecycle

Unique Features


Online Document Management Service – For processing, categorizing and storing agent notices related to bank loan holdings

Technologies

Hosted, Centralized Reconciliation Solution – That compares data from multiple data sources to produce a consolidated discrepancy report.

Expertise

Report Building Wizard – To create reports as needed, or modify any of the 180+ standard templates

Expertise

Real-time Web-based Application – For immediate access to position data and reporting needs.

Expertise

Agent services – To help streamline administrative functions between agents, lenders and borrowers.

Expertise

Trade Closing Services – For managing leveraged loan trade settlement processes.

Learn more about our outsourced managed services

We offer a comprehensive selection of outsourced managed services. Clients can pick and choose the services that best suit their needs.
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Loan Administration Services

Access real-time position data and reporting through a web-based service

Compliance Services

Automate the compliance tests required by governing documents
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Investment Accounting Services

Enjoy on-demand and off-cycle insights for a complete Accounting Book of Record

Trade Closing Services

Cost and time-efficient trade settlement outsourcing for leveraged loan trades powered by industry-leading integrations
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Loan Reconciliation

Data comparison between multiple sources to produce a consolidated discrepancy report and resolution management
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Loan Agency Services

Eliminate the burden of on-premise management with our end-to-end solution for agency services with integrated KYC, Tax, and origination deal room capabilities
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Interfaces and Integrations

Robust integrations to Accounting, Risk, Order Management, Data Repository and other systems using APIs, FpML, and customized extracts
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Loan Reference Data

Terms and conditions on a loan, extracted from executed copies of credit agreements
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