This article introduces you to Wiserfunding Portfolio Management.
Manage your book of SMEs to achieve your financial goals.
Our portfolio management solution provides the ability to visualise a group of SMEs across various risk dimensions (such as Z-Scores, PDs, segmentation, concentration, and distribution) to allow you to manage your risk profile.
Create a portfolio, set-up monitoring frequency, select parameters you wish to receive alerts about, and add your colleagues to the mailing list.
Add SMEs to your portfolio, see an overview across various risk metrics.
Make changes to the portfolio's monitoring frequency, adjust the parameters for alerts you've set and edit the mailing list.
Generate portfolio reports to collectively view risk metrics and descriptive analysis of the companies within your portfolio.
If you have any further questions or face any issues, please contact our support team.