Portfolio Management Application
A sophisticated digital platform for managing asset-based loans with real-time data and analytics for portfolio managers.
Technology Stack
Digital TransformationAPI IntegrationAgile DevelopmentCloud Platform
Challenges
- To create a digital platform and provide a view of the portfolio to a portfolio manager
- Portal to specifically deal with asset-based loans
- A Platform to get near real time information from other internal applications to provide
- Real time integrations with the loan origination, servicing and other applications
- Implement real-time borrowing base calculation based on feeds from multiple applications
Our Solution
- Created a portfolio management portal to provide a new real time view of the portfolios
- Ability to view, edit, refreshing information on the deals and facilities from the source systems.
- Seamless integration and flow of data and documents from origination and processing applications.
- Real time charting to provide an analytics view of the loans/portfolios
- Single Sign on Integrations
- On-Prem OCP hosted Solution
- Automation of infrastructure deployment and policy as a code implementation for streamlining migration of code.
Results & Benefits
Streamlined view of portfolios for the PM
MVP with all the critical features and additional features being rolled out as part of MVP+ and MVP++
Deal and facility level view and ability to view analytics and performance in a single view.
Cost Efficiency: The automated infrastructure deployment and policy-as-code implementation have significantly reduced operational overhead, leading to long-term cost savings.