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Portfolio solution facilitates growth with streamlined private debt process, from origination to administration and reporting.
Replace an outdated credit solution that was clunky, outdated, and required a lot of manual work to update. Lacked a user-friendly portfolio management system for loan tracking, reporting and dashboarding. The inefficiency of the solution was an impediment to the growth of the firm.
Simplify and unite the front, middle and back offices with one integrated system. The client wanted our core loan tracking capabilities and notices/invoicing functionality. Ease of use was an important factor in their decision.
Portfolio Management for Private Debt
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