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WSO Software

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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Are you looking to scale your private debt operations?
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Are you ready for the future of credit portfolio management?

Learn how leading firms are evolving their technology.

Download the Report

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.

Technologies

Get expert help – Tap into our 20+ years of in-depth industry expertise in loan market operations to scale your portfolio.

Expertise

Improve visibility – Get real-time insights into your investments with tools for monitoring trades, restructures, amendments, and prepayments.

Expertise

Reduce operational costs – Work seamlessly to settle trades, collaborate with trustees, and reconcile cash positions.

 

Learn more about WSO Software

 

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 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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Credit Solutions
Credit Solutions
Transform your credit portfolio management with dynamic data-driven tools
LEARN MORE
Loan Platforms
Loan Platforms
Automation and settlement tools for the complex syndicated loan asset class
Learn More
Private Debt Solution
Private Debt Solution
Gain a competitive edge with a specialized solution for private debt and direct lending
LEARN MORE
RFR (Risk Free Rate) Calculator
RFR (Risk Free Rate) Calculator
Get support for interest calculations impacted by the market transition away from LIBOR
LEARN MORE
thinkFolio: Investment Management Platform
thinkFolio: Investment Management Platform
Mitigate risk, increase efficiency and support investment decisions
Learn More
WSO Services
WSO Services
Drive efficient middle and back office loan operations with outsourced solutions
Learn More

News and thought leadership

24 October 2022

Private Debt: Achieving Operational Scalability for a Growing Asset Class

11 July 2022

Are you ready for the future of credit portfolio management?

10 November 2021

Eddystone Financial Services selects S&P Global for loan agency workflow automation

08 November 2021

How S&P Global’s WSO is using cloud technology to help clients compete in a faster, higher-volume loan market

13 October 2021

Capital Four selects S&P Global for CLO portfolio administration

05 May 2021

Data management in private markets: Where to focus first

WSO–Networks that connect the industry

WSO Accounting
WSO Accounting
Keep pace with evolving accounting standards for external reporting
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WSO Administrator
WSO Administrator
Optimize operations by efficiently managing a large number of assets and the portfolio data processing
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WSO Advanced Reporting
WSO Advanced Reporting
Quickly create custom portfolio reports for targeted assessment and compliance analysis
LEARN MORE
WSO Agent Software
WSO Agent Software
Manage bank deal documentation and correspondence with improved accuracy.
Learn More
WSO Compliance Solution
WSO Compliance Solution
Automate compliance tests required by the governing documents
Learn More
Compliance for CLO Managers
Compliance for CLO Managers
Streamline the credit risk management process and automate the execution of compliance tests
LEARN MORE
WSO Interfaces
WSO Interfaces
Robust integrations to Accounting, Risk, Order Management, Data Repository and other systems using APIs, FpML, and customized extracts
LEARN MORE
WSO Reporting Solutions
WSO Reporting Solutions
Gain access to standard accounting and portfolio analysis reporting solutions
LEARN MORE

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