CASH GlobalView – Know your portfolio

As financial and economic conditions change, lenders and credit administrators need a portfolio management tool to help assess the impact of these changes. CASH GlobalView provides the tools you need to effectively measure and manage these impacts- and to better understand the quality of your entire portfolio.

Using CASH GlobalView, you can easily test your portfolio against changes in interest rates, sales, rents, and more. To accomplish the task, CASH GlobalView sits atop the CASH Suite™, consuming financial analysis, risk scores, loan covenant compliance, and documentation compliance statistics for businesses, individuals and real estate properties- all generated in CASH Insight™, CASH CRE™, CASH Reward™, and CASH OnTrack™.

Benefits

Stress Testing

Stress test your portfolio to determine the financial position and capacities of businesses, individuals, and real estate properties. In addition, perform single or multi-variate stress tests on your Commercial and Industrial (C&I) and Real Estate portfolio using historical data entered from CASH Insight & CASH CRE.

Industry Comparisons

Perform industry comparisons for borrowers against your own financial analysis data, or use the data compiled in the RMA Statement Studies Database, including Industry Default Probabilities (IDP) and regional data – all available within CASH Suite.

Loan Covenant and Documentation (Tickler) Compliance

While CASH Insight and CASH CRE provide a powerful opportunity to measure financial covenant compliance for any business or real estate property in the portfolio, CASH GlobalView provides the ability to report on all covenants or those in violation for any period desired. In addition, CASH GlobalView provides a consolidated report including both “financial covenants” and “tickler exceptions” in violation of any given period.

Customize Analyses

CASH GlobalView enables organizations to edit and change CASH Insight calculations on an industry-by-industry basis. Additionally, CASH GlobalView provides the ability to create custom calculations to better assess financial trends and capacities for the businesses and real estate properties managed within CASH Insight and CASH CRE.