Name: FXE Portfolio Monitoring
Author: Funding Xchange

Customer Success Management Training

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Development

School Management

Education

Board Management

Business Intelligence (BI)

Collaboration

Environmental, Social, and Governance (ESG)

Manufacturing Execution

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Referral

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Application Delivery Controllers (ADC)

Build Automation

Cloud Management

Cloud Storage

Code Review

Consulting and Advisory Services

Continuous Delivery

Converged Infrastructure

Data Catalog

Data Center Cooling

Edge Computing

Fraud Detection

Integration Platform as a Service (iPaaS)

Message Oriented Middleware

Network Performance Monitoring

Network Traffic Analysis (NTA)

Observability

Release Management

Server Management

Value-Added Resellers (VARs)

Workload Automation

Information Technology

A/B Testing

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

Audio Editing

Contact Management

Content Management

Creative Collaboration

Customer Experience Management

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Call Recording

Customer Relationship Management (CRM)

Proposal

Sales

GDPR Compliance

Security

3D Modeling

Apparel

Dental

Emergency Notification

Financial Services CRM

ID Card

Municipal

Nonprofit Fundraising

Oil and Gas

Revenue Cycle Management (RCM)

Simulation

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

eMeetingsOnline

ReportsNow

Azurepath

Azurepath, LLC.

Screenful

Screenful Oy

Synygy

CoreCommerce

Webtrends Social

Webtrends

QuickMeasure OnScreen

Tally Systems

Watchitoo StreamingPro

Watchitoo

CA Application Test

Broadcom

The FXE Portfolio Monitoring is a software solution designed to provide real-time insights into risks and opportunities at the portfolio, segment, and account level. According to the vendor, this solution is developed in collaboration with credit and risk professionals and is targeted at credit and risk professionals, financial institutions, banks, fintech companies, lenders, and other professionals in the financial industry. The FXE Portfolio Monitoring aims to assist in monitoring in-life lending portfolios, proactive customer support, and providing actionable insights and visualization.

## Key Features

**Data-driven in-life client management**: According to the vendor, this feature offers real-time insights into risks and opportunities at the portfolio, segment, and account level. Developed in collaboration with credit and risk professionals, it aims to provide actionable insights and powerful visualization for monitoring in-life lending portfolios, enabling proactive customer support.

**Background monitoring of business performance**: The vendor claims that this feature allows users to monitor changes in overall exposure across the portfolio and receive pro-active, real-time alerts if a business's profile changes. It flags risks and opportunities by tracking current account trends, changes in payment behavior, and directors' credit profiles, allowing for targeted interventions.

**Connecting insights with actions**: According to the vendor, this feature drives risk and opportunity workflows based on configurable early warning indicators and credit policies. It tracks interventions and follow-ups, provides reporting on the status of interventions, and enables integration of flags and interventions into the workflow through API-led integration or hosted reporting.

**Deep-dive analytics**: The vendor states that this feature allows users to analyze individual businesses in-depth with integrated access to Open Banking data and management accounts. It aims to provide a comprehensive assessment of the full credit file and current account summary information, helping users understand the trading performance of specific businesses.

**Powerful segmentation of risk profiles based on real-time data**: According to the vendor, this feature leverages transactional data to deliver advanced analytics and gain insights into changing profiles of businesses and directors. It identifies behavioral changes and key events, providing actionable outputs tied to recommended interventions.

**Your risk models**: The vendor claims that this feature offers over 200 configurable criteria for risk and opportunity assessment. It mirrors risk and opportunity assessment based on affordability assessment, debt exposure, current account balances, and flow.

**Your workflow**: According to the vendor, this feature enables users to integrate flags and interventions into the existing workflow through API-led integration or opt for hosted reporting and a simple workflow. It aims to ensure seamless integration with users' existing processes.

**Your reporting**: The vendor states that this feature provides a range of templated reports based on SME-sector wide risk models. It allows for configurable reporting to track the overall portfolio, segments, regions, products, and more, providing comprehensive insights into portfolio performance.

PortfolioMonitoring offers data-driven in-life client management, and is developed by Funding Xchange headquartered in London. It was developed in collaboration with credit and risk professionals, FXE Portfolio Monitoring provides real-time insights into risks and opportunities at portfolio, segment and account level, delivering insights and visualisation to enable monitoring of in-life lending portfolios and pro-active support of customers.

Shrimpy, headquartered in Santa Clara, is a social trading platform for cryptocurrency. It is presented as a simple way to manage a portfolio by automating the user's trading strategy.

Starter

Professional

Shrimpy

ECOS

FXE Portfolio Monitoring

Investment Portfolio Management

Funding Xchange

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Investment Portfolio Management Software

FXE Portfolio Monitoring

Overview

What is FXE Portfolio Monitoring?