Portfolio Manager Risk

Clear overview of your entire customer portfolio

Know who you are doing business with. D&B's Portfolio Manager provides you with a direct insight into your most risky customers and your best customers!

Portfolio Manager is an online analysis program that enables you to use your time as efficiently as possible. It combines data from your customers with records in D&B's databank to provide an insight into your customer portfolio. This means you can accurately determine where the major risks lie. The result is a clear, well-founded overview of your portfolio. Receive notifications of important changes within your portfolio and take necessary measures.

Portfolio Manager provides answers to some critical questions:

  • How is the risk spread across the entire portfolio?
  • Which of your suppliers involve the greatest risk and which are your best?
  • What is the payment behaviour of your customers?
  • What are the total risks in a business structure?
  • How high will the commercial risk be in the coming 12 months?
  • Is it advisable to change the credit limit in case of increased risk?

 

Dashboard for a clear overview


The dashboard function provides an immediate overview of the risks in your customer portfolio. By clicking, you can drill down to all the details. You can also modify the dashboard with the analyses that are most relevant to you.

Segmentation analysis

 
This analysis in Portfolio Manager provides a breakdown of the overall risk structure according to your own defined risk bands and the common characteristics of your customer portfolio. Your ledger balances are aggregated using criteria such as business size, business age, legal form, geographic location and predictive risk score.
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Distributions analysis


Provides further analysis based on your own ledger data and customised fields which, combined with trended analysis, can help you to review the performance of your reserving and collections strategies. Two histograms (risk profile vs amount reserved and aged debt vs DSO) help you to understand trend performance within your portfolio.

 

Download the Portfolio Manager leaflet (in Dutch)
Download the What's new presentation

More information about this product?

If you would like further details, or wish to arrange an appointment to discuss which options might be interesting for you, please send a message or call us:

02 481 82 00

Customer cases

  • Thanks to Portfolio Manager we have hardly any bad debts

    Thanks to Portfolio Manager we have hardly any bad debts
    view case

  • Risk control with Portfolio Manager and Global Decision Maker

    Risk control with Portfolio Manager and Global Decision Maker
    view case

  • D&B helps Alpro to get insight in its portfolio

    D&B helps Alpro to get insight in its portfolio
    view case

  • Bespoke credit solution balances risk and service

    Bespoke credit solution balances risk and service
    view case

Customer reviews

  • Thanks to Portfolio Manager we have hardly any bad debts!

    Credit Risk Manager EMEA Belden Europe
  • We were looking for an efficient instrument to support the day-to-day operations of the credit control team, and that is exactly what the Portfolio Manager offers us.

    Elke Segers, Commercial Accounting & Controlling Manager at Alpro

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