WSO Software and Services
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WSO Software, originated from IHS Markit, is an integrated managed service and technology platform designed to simplify operations and reduce complexity across the credit lifecycle.
WSO gives you real-time access to portfolio insights, workflow automation, and deal administration for diversified credit portfolios, CLOs, syndicated and leveraged loans. WSO's highly customizable features provide capabilities from trade capture, asset and deal administration to reconciliation, robust reporting, compliance and accounting.
WSO is available as a hosted software solution or a fully outsourced managed service powered by Amazon Web Services (AWS).
Service Provider Information
At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
Key Information
Use Cases
- Get comprehensive software and services for portfolio administration across a broad range of credit investments.
- Translate transactions to and from accounting systems, order management systems, and more through extensive integrations and APIs.
- Monitor CLO compliance with comprehensive compliance modelling services.
- Manage loan agency for broadly syndicated loans and direct lending.
Benefits
- Automate data flows: Save time and reduce risk with extensive integrations for market data, ratings, identifiers, and more.
- Get expert help: Tap into our 20+ years of in-depth industry expertise in loan market operations to scale your portfolio.
- Improve visibility: Get real-time insights into your investments with tools for monitoring trades, restructures, amendments, and prepayments.
- Reduce operational cost: Work seamlessly to settle trades, collaborate with trustees, and reconcile cash positions.