CASHGlobalView is designed to help manage portfolio position and risk. As conditions change, organizations need tools to assess the impact of those changes on the risk profiles of all clients within the portfolio.
GlobalView provides a flexible and powerful platform upon which an organization can measure and manage risk at the portfolio level. To accomplish the task, GlobalView sits atop the CASH Suite, consuming financial, risk and pricing data and analysis generated in Insight, Reward and Profit.
Features
GlobalView enables organizations to edit and change CASH Insight’s calculations on an industry-by-industry basis. Additionally, GlobalView provides the ability to create custom calculations to better assess financial trends and capacities for the businesses managed within Insight.
GlobalView users can easily create industry peer comparative data from their own database. Use the data to compare to borrowers within portfolio, or compare the portfolio to RMA Statement Studies data® available within the CASH Suite.
Data mine the CASH Suite enterprise database to determine the financial position and capacities of businesses and individuals. Report last year’s, two and three year average and projected next year performance for businesses and individuals on any standard and/or customized analysis available within Insight.
Insight provides a powerful opportunity to measure financial covenant compliance for any business in portfolio. GlobalView provides the ability to report on all covenants or those in violation for any period desired.
Report on risk positions by lender, industry and more. Manage portfolio composition. Maintain organizational goals. Achieve success with GlobalView.
CASHGlobalView. Balance successfully!
