Work with a trusted partner to simplify operations and gain insights throughout the leveraged loan lifecycle. Our data and software span deal origination, syndication, portfolio modelling, and trading, loan servicing, and portfolio risk analysis.
We deliver a comprehensive and customizable set of solutions that help loan market participants automate workflows, make decisions with conviction, and compete more effectively.
Your trusted partner
Work with a single trusted provider throughout the leveraged loan lifecycle, from the pre-announcement stage through to issuance and secondary market trading. Simplify your investment operations and gain new insights by using our reference data alongside our book-building, portfolio and order management, loan portfolio operations, and loan trade settlement solutions.
Efficiency throughout the leveraged loan lifecycle
Streamline your cross-functional investment operations; reduce operational risk; redeploy resources to higher-value tasks; and increase data quality by automating manual processes and outsourcing portfolio and agency admin.
Broad coverage, deep insights
Access broad and deep data sets to understand the market, including reference data covering 22,000+ loan facilities.
History and expertise
Partner with a provider that has extensive subject matter expertise and a track record in the space, including 15+ years of loans data.
Streamline your operations and gain new insights.
Our loan pricing and reference data provides investment professionals with the information they need across a wide range of loan facilities and leveraged asset classes.
PORTFOLIO MODELLING, TRADING AND CASH MANAGEMENT
Our investment management platform enables institutional investors to streamline management of loans, CLOs, and diversified credit on a single platform. Users are provided with interactive access to the loans universe and sophisticated pre and post-trade modelling capabilities to ensure they can manage underlying loan contracts, including PIK, TRS, and capitalizing loans.
Our technology streamlines and centralizes loan trade settlement, helping buyers, sellers, agent banks, custodians, and legal professionals efficiently process trades.
Post, reconcile, and view your lender-of-record positions against data submitted electronically by agent banks, and investigate breaks by linking directly into your notices and reference data.
Our database of standing settlement instructions (SSIs) and administrative details forms (ADFs) enables a global community of agent banks, lenders, and trade counterparties to maintain and access up-to-date information securely, reducing the risk of misdirected payments and the need for call-backs.
Portfolio and Agency Administration
Our integrated set of loan portfolio software solutions and services empowers asset managers, agents, and trustees to manage and report on their complex loan portfolios.
Our platforms help firms maintain accurate portfolio data through the integration of agent bank notices and reconciled position information.
Syndication and Agency Management
Our web-based deal management platform supports syndication, secondary trading, and agency processes, including both sole and joint bookrunning, pipeline reporting, and secure document distribution.
Our investment management platform streamlines the management of loans, CLOs, and diversified credit.
Our market-leading trade settlement platform digitizes documents, calculates trade economics, and automates workflows and collaboration for the global network of participants in the leveraged loan market.
Our integrated software, data and outsourced service solutions empower customers to manage their complex portfolios (including both liquid and illiquid debt strategies) more easily.
Our web-based deal management platform allows deal arrangers, trading desks and agents to securely distribute deal documentation, manage contacts, track investor feedback, meet compliance requirements and administer ongoing financial reporting obligations.
How WSO is using cloud technology to help clients compete in a faster, higher-volume loan market
