WSO Services
Rely on our industry experts to streamline your credit operations
Streamline your private credit, CLO and multi-asset class operations by using our outsourced portfolio management solutions and relying on our industry experts. Our services provide solutions across the lifecycle of assets in complex portfolio structures, providing real-time access to client and global data.
Leveraging the strength of the WSO portfolio management product suite, our team of experienced industry experts provide high-quality services to improve your operational efficiency and increase productivity using AI-driven workflows. Coverage includes multi-asset servicing, agent administration, cash reconciliation, trade closing, investment accounting services, and full P&L reporting with robust front-office and accounting integration capabilities.
Our Services Offerings
Access real-time position data and reporting across all of your services through our sophisticated web-based application, WSO Insights.
WSO Operations
Organize your private credit, CLO and multi-asset class operations by using our outsourced portfolio management solutions and accessing our industry experts.
Agent Services
Streamline administrative functions between agents, lenders and borrowers.
Compliance Services
Enjoy specialized support in key areas to better facilitate the monthly lifecycle events associated with your CLOs.
Private Credit Services
Let our designated team of senior analysts manage the day-to-day processing and exception management for this complex asset class.
Reconciliation Services
Access cash, position and trustee reconciliation and discrepancy resolution against trustees, custodians, and other third parties.
Middle Office Services
Fully integrated with ClearPar, let our team manage the leveraged loan trade settlement processes.
Key Benefits of Using Our Outsourced Managed Service
Subscribe to WSO Services and receive access to:
Notice Manager
For processing, categorizing and storing agent notices related to bank loan holdings.
Report-building Wizard
Create reports as needed, or modify any of the 180+ standard templates using a vertical tab component with the text authored within each tab.
Real-time Information & Reporting
Mitigate trade risk with real-time processing of and insight into data events as they occur.
CLO Services
Launch a new CLO investment platform quickly and minimize your operational expenses with flexible managed services.
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Our team of experienced industry experts deliver high-quality services to improve your operational efficiency and increase productivity across the loan lifecycle.
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