PORTFOLIO AND ASSET MANAGEMENT

As the number of assets in a portfolio grows, so do the benefits of using technology and analytics to enable asset management. This is especially true for portfolios that have inherently complex monitoring requirements such as integrating data across multiple sources, analytics, custom reporting based on user type, tracking of servicing actions, and collaboration between various individuals and groups.

FI develops technology solutions that help our clients more effectively manage their portfolios. Our applications are used by real estate investors to manage CRE loans and properties, by government agencies to monitor the soundness and lending performance of bank counterparties, and by loan portfolio managers to track their origination pipeline, set prices, and pool assets into securities. Our approach recognizes that financial institutions and regulators often have requirements unique to their business goals, and that these requirements evolve over time.

VIEW PORTFOLIO MANAGEMENT CASE STUDIES