WSO Software

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Empower your operations team with best-in-class software tools for loans and CLOs

Get 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 powerful capabilities from trade capture, asset and deal administration to reconciliation, robust reporting, compliance and accounting.

WSO Software is part of our Credit Portfolio Management Solutions, an integrated technology platform designed to simplify operations and reduce complexity across the credit lifecycle. WSO is available as a hosted software solution or a fully outsourced managed service powered by Amazon Web Services (AWS).

Manage loans with reduced risk and greater efficiency

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Lending Solutions Explore our full range of innovative solutions for the credit markets

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A scalable solution for loan portfolio management

WSO Software is used by hundreds of leading alternative asset managers, with over $3.5 trillion in AUM and 2500+ facilities tracked using the platform.

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 costs

Work seamlessly to settle trades, collaborate with trustees, and reconcile cash positions.

A trusted CLO technology partner

WSO Software is trusted by leading CLO managers to simplify the complexity of loan market operations. Get support for the full range of portfolio administration functions, from activity and cash flow tracking to reporting, trustee reconciliations, and compliance.

CLO Startup Solution: Launch a new CLO investment platform quickly with seamless technology and services. We help new CLO managers navigate the challenges of starting a fund with an integrated offering of data, workflow, and aggregation tools to help streamline the front-to-back credit management process. Minimize your operational expenses with flexible managed services while building a foundation to scale your credit portfolio.

CLO Compliance: Streamline the credit risk management process and automate the execution of compliance tests required by the governing indenture and collateral management agreements. WSO Compliance provides a modern intuitive interface for the management of CLO compliance tests.

The CLO Compliance dashboard provides an intuitive summary of compliance test results.

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WSO and LevPro: Front-to-back CLO solution

Benefit from an integrated front-to-back-office CLO solution that brings a new level of transparency and efficiency to the market. Integration between LevPro’s SaaS-based trade order management system, and S&P Global Market Intelligence’s established WSO loan administration software provides you with all of the front-to-back workflows you need for credit portfolio management.

Experience the benefits of WSO + LevPro

Informed Decisions at Scale: Solution that solves for the entire loan ecosystem, from deal pipeline & research, portfolio management, trading, and pre-trade compliance, to loan administration and reporting.
Multi-strategy Capabilities: Supports loans, high yield, fixed income products, equities, equity derivatives, and privates. Native universal loan and high yield data.
Modern Infrastructure: Cloud-based, multi-tenant platform with daily updates, configurable UI, no-code UDFs, and 24/5 dedicated customer service.

Speak to a specialist about WSO and LevPro

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WSO–Networks that connect the industry

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WSO Accounting

Keep pace with evolving accounting standards for external reporting

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WSO Administrator

Optimize operations by efficiently managing a large number of assets and the portfolio data processing

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WSO Advanced Reporting

Quickly create custom portfolio reports for targeted assessment and compliance analysis

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WSO Agent Software

Manage bank deal documentation and correspondence with improved accuracy.

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WSO Compliance Solution

Automate compliance tests required by the governing documents

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Compliance for CLO Managers

Streamline the credit risk management process and automate the execution of compliance tests

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WSO Interfaces

Robust integrations to Accounting, Risk, Order Management, Data Repository and other systems using APIs, FpML, and customized extracts

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WSO Reporting Solutions

Gain access to standard accounting and portfolio analysis reporting solutions

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WHITEPAPER

Private Debt Prospers: Coming of Age Amid Economic Strife

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WHITEPAPER

Shifting Credit Markets Trigger Evolution in Technology and Data

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WHITEPAPER

Private Credit: Achieving Operational Scalability for a Growing Asset Class

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Automation and settlement tools for the complex syndicated loan asset class

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Gain a competitive edge with a specialized solution for private debt and direct lending

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RFR (Risk Free Rate) Calculator

Get support for interest calculations impacted by the market transition away from LIBOR

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thinkFolio: Investment Management Platform

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WSO Services

Drive efficient middle and back office loan operations with outsourced solutions

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WSO Software

Empower your operations team with best-in-class software tools for loans and CLOs

A scalable solution for loan portfolio management

Automate data flows

Get expert help

Improve visibility

Reduce operational costs

A trusted CLO technology partner

WSO and LevPro: Front-to-back CLO solution

Experience the benefits of WSO + LevPro

Speak to a specialist about WSO and LevPro

WSO–Networks that connect the industry

WSO Accounting

WSO Administrator

WSO Advanced Reporting

WSO Agent Software

WSO Compliance Solution

Compliance for CLO Managers

WSO Interfaces

WSO Reporting Solutions

Private Debt Prospers: Coming of Age Amid Economic Strife

Shifting Credit Markets Trigger Evolution in Technology and Data

Private Credit: Achieving Operational Scalability for a Growing Asset Class

Related Solutions

Credit Solutions

Loan Platforms

Private Debt Solution

RFR (Risk Free Rate) Calculator

thinkFolio: Investment Management Platform

WSO Services