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Discover the solution to your challenge.

Solve the new and numerous challenges that you meet regularly in the perpetual motion of the global markets with our powerful combination of software, services and expertise across public and private markets

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Client Lifecycle Management

Capital Raising and Investment Management Solutions

Private Credit and Broadly Syndicated Lending

Post-Trade Operations

Data Management

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CLM Pro

Onboarding Accelerator

KYC Technology

Investor Onboarding

Counterparty Manager

Tax Solutions

iLEVEL

Research Manager

BigDough Solutions

Fixed Income Issuance Solutions

Equities Issuance Solutions

Investor Relations Solutions

Issuer Solutions

Debtdomain

Loan Platforms

ADFlow

WSO Services

WSO CLO Compliance Services

Clearpar

Loan Reconciliation

Loan Reference Data

Notice Manager

iLEVEL

Tax Solutions Ecosystem

Corporate Actions

Managed Corporate Actions

Securities Processing

Cappitech

CLM Pro

Debtdomain

WSO Services

WSO CLO Compliance Services

Loan Reconciliation

Loan Reference Data

Notice Manager

Managed Corporate Actions

iLEVEL Managed Data Services

EDM

CLM Pro

WSO Services

CLM Pro

Accelerate Your Client Lifecycle Management Process

Rapidly implement a highly configurable client lifecycle management solution that delivers cross-organizational clarity, compliance and operational ease and efficiency.

Onboarding Accelerator

Automated and customizable end-to-end onboarding solution

Accelerate onboarding with an automated and customizable end-to-end solution that streamlines the workflow, including KYC, tax, regulatory and legal.

KYC Technology

S&P Global due diligence workflow process

Automate, validate, and integrate all the KYC data required for due diligence to ensure, operational setup information is complete, accurate and up-to-date.

Investor Onboarding

Digitizes and streamlines end-to-end fund onboarding

Digitizes and streamlines the collection and creation of questionnaires, subscriptions, Anti-Money Laundering (AML), Know Your Client (KYC), and tax documents for both institutional and retail investors during fund and legal entity onboarding processes.

Counterparty Manager

The industry standard solution for counterparties

Manages the onboarding workflow by sharing client, tax, regulatory, constitutional documents and data to support account onboarding, KYC, credit, tax and legal review.

Tax Solutions

Strengthen and streamline a complex, multi-jurisdictional tax lifecycle from end to end.

This suite of integrated tax solutions gives you the capabilities you need today and the breadth and scalability you need for tomorrow's challenges.

iLEVEL

Portfolio monitoring solution for private markets

iLEVEL is a transformational portfolio monitoring solution that is used by more than 700 asset managers and allocators to streamline data collection, portfolio analytics and more.

Research Manager

New levels of efficiency, dynamism and transparency

The Research Manager platform enables asset managers and brokers to manage every aspect of their research and evaluation process.

BigDough Solutions

An ecosystem of workflow solutions

The BigDough Solutions suite provides solutions to increase the value of the interactions between Institutional Investors and broker/dealers and research providers by smoothing those interactions through efficient workflows.

Fixed Income Issuance Solutions

Managing deal execution for the fixed income primary bond markets

Managing deal execution for the fixed income primary bond market with our fixed income solutions through electronification and automation of the marketplace.

Equities Issuance Solutions

Managing deal execution for the equity primary issuance process

Deal execution for the equity primary issuance process with our Equity Bookbuild (EBB) platform that manages all facets of the deal lifecycle.

Investor Relations Solutions

Sharpen your competitive edge with our continuous IR innovation

Serving more than 2,500 corporate issuers, we have a suite of solutions for every stage of your investor relations program – from stock surveillance and investor targeting, to investor communication and investor engagement.

Issuer Solutions

Drive growth. Increase value. Solutions for corporate issuers.

Our suite of solutions for corporate issuers are built on the data, intelligence, and technology innovation of S&P Global – making us uniquely positioned to connect corporate issuers across the capital markets in investor relations, corporate governance, M&A and sustainability.

Debtdomain

Leading global, web-based platform

Debtdomain is the leading global, web-based platform for helping banks and institutional investors address vital workflow needs across the entire lifecycle of a syndicated loan or private credit transaction.

Loan Platforms

Powering loan settlement

We offer next-level clarity, automated workflows, and an auditable view of all notices, calculations and data – across the entire lifecycle of a loan.

ADFlow

Streamlining, digitizing, and securing administrative details and the SSI validation process.

Our lending solution has revolutionized this key workflow for the market. Lenders are now in control of their own data via a centralized library that captures, stores and shares data reflected in the LSTA/LMA Standard Administrative Details Form (ADF).

WSO Services

Drive efficient multi-asset class operations with our outsourced managed service solutions.

Optimize private debt and multi-asset operations with our outsourced management solutions, offering expert insights and real-time data across complex portfolio lifecycles.

WSO CLO Compliance Services

A modern, intuitive user experience for the management of compliance tests.

Compliance for CLO Managers streamlines the credit risk management process and automates the execution of compliance tests required by the governing indenture and collateral management agreements

Clearpar

On-demand access to trade reporting and settlement metrics

The ClearPar Premium Reporting solution provides buyside institutions with access to trade reports and previously unrealized datasets, trade statuses and tracking capabilities, and performance metrics using the most up to date ClearPar trade data.

Loan Reconciliation

Golden-source, SOC-certified position reconciliation for the global lending markets.

Loan Reconciliation solution provides accurate information about loan asset ownership through a secure, SOCcertified verification against the agents’ self-submitted data.

Loan Reference Data

Access trusted current and historical loan pricing across the globe.

Access daily independent pricing, analytics, and liquidity measures for over 8,000 global leveraged loans, enhancing portfolio management and trading decisions with reliable data.

Notice Manager

Manage incoming bank loan agent notices with a single secure platform

Enables loan managers to more effectively and securely handle inbound agent notices related to their bank loan holdings.

iLEVEL

Portfolio monitoring solution for private markets

iLEVEL is a transformational portfolio monitoring solution that is used by more than 700 asset managers and allocators to streamline data collection, portfolio analytics and more.

Tax Solutions Ecosystem

Strengthen and streamline a complex, multi-jurisdictional tax lifecycle from end to end.

Strengthen and streamline a complex, multi-jurisdictional tax lifecycle with a suite of integrated tax solutions from due diligence to withholding to payment to reporting.

Corporate Actions

End-to-end automation of corporate actions and income processing

Monitor and manage the risk and complexities of your corporate actions operations with a unified Corporate Actions solution helping firms across a range of asset classes, market client types and business lines.

Managed Corporate Actions

A centralized source of validated corporate actions data

Eliminate the time-consuming and error-prone manual reconciliation and validation with a centralized source of validated corporate action data for nearly 3 million equities, fixed income and structured securities.

Securities Processing

Replace multiple applications with an integrated post-trade framework

Enables universal banks and custodians to automate and standardize securities processing replacing multiple applications with a cloud platform and integrated post-trade framework.

Cappitech

Regulatory Reporting. Optimized.

Cappitech offers regulatory reporting for regimes such as EMIR, MiFID, SFTR, FinfraG, SEC, CFTC, Canadian reporting, ASIC, MAS, JFSA, HKMA, and more.

CLM Pro

Accelerate Your Client Lifecycle Management Process

Rapidly implement a highly configurable client lifecycle management solution that delivers cross-organizational clarity, compliance and operational ease and efficiency. 

Debtdomain

Full suite of solutions for managing the entire syndication, secondary trading, and agency lifecycle.

Debtdomain is the leading global, web-based platform for helping banks and institutional investors address vital workflow needs across the entire lifecycle of a syndicated loan or private credit transaction.

WSO Services

Drive efficient multi-asset class operations with our outsourced managed service solutions.

Streamline your private debt and multi-asset class operations by using our outsourced portfolio management solutions and accessing 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.

WSO CLO Compliance Services

A modern, intuitive user experience for the management of compliance tests.

A modern, intuitive user experience for the management of compliance for CLO Managers to streamlines the credit risk management process and automate the execution of compliance tests.

Loan Reconciliation

Golden-source, SOC-certified position reconciliation for the global lending markets.

Loan Reconciliation solution provides accurate information about loan asset ownership through a secure, SOCcertified verification against the agents’ self-submitted data.

Loan Reference Data

Access trusted current and historical loan pricing across the globe.

Access daily independent pricing, analytics, and liquidity measures for over 8,000 global leveraged loans, enhancing portfolio management and trading decisions with reliable data.

Notice Manager

Manage incoming bank loan agent notices with a single secure platform.

Notice Manager enables loan managers to more effectively and securely handle inbound agent notices related to their bank loan holdings. Use our service to streamline your day-to-day operations and take control over research and audit needs using historical information.

Managed Corporate Actions

A centralized source of validated corporate actions data

Eliminate the time-consuming and error-prone manual reconciliation and validation with a centralized source of validated corporate action data for nearly 3 million equities, fixed income and structured securities.

iLEVEL Managed Data Services

Data Collection for Private Markets

iLEVEL Managed Data Services centralize critical information about clients’ private investment portfolio using data ingestion technology and human-in-the-loop processing.

EDM

Unlock the Power of Data with Confidence

EDM is a data management platform that allows firms to establish trust and transparency in their data. It works by acquiring, validating and distributing trade, operational, risk, financial and customer data, creating a single version of the truth in a consistent, transparent and fully audited environment.

CLM Pro

Accelerate Your Client Lifecycle Management Process

CLM Pro is a lightweight, highly configurable, end-to-end solution that makes the entire lifecycle management process efficient, transparent, and easier to navigate.

WSO Services

Drive efficient multi-asset class operations with our outsourced managed service solutions.

Optimize private debt and multi-asset operations with our outsourced management solutions, offering expert insights and real-time data across complex portfolio lifecycles.

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Transform today. Innovate tomorrow.

We power our customers’ progress through enterprise-wide innovation built on an extraordinary combination of cross-platform solutions, multi-asset-class data and managed services – at scale.

Power your progress

Make your move into private credit

Confidently navigate the complexities of the traditional and private markets. Automate data delivery, accelerate processing times and improve accuracy across direct lending, loan syndication and private credit.

Accelerate your client lifecycle management process

Onboard faster and simplify complex data collection, due diligence, tax compliance and regulatory adherence.

Realize the value of your data

Unlock the full potential of centralized and validated data – transforming chaos into clarity – to discover valuable insights and make informed decisions.

Seize opportunities in public and private

Accelerate and streamline capital raising and discover investment and investor opportunities with enhanced interoperability and connectivity across public and private markets.

Post-trade best practice made perfect

Enhance your post-trade and compliance framework and streamline your securities processing, corporate actions, regulatory reporting and tax operations.

Solutions that rise to every challenge

Scale critical data management workflows, harness process automation and leverage AI capabilities.

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Featured Content

Darren Thomas

Head of Lending Solutions

What is the biggest challenge the industry faces in broadly syndicated and direct lending and how are we solving for this?

Vikas Sahni, Head of Software

What is the biggest challenge customers face around post-trade and how are we solving this?

Brittany Garland, Head of Regulatory and Compliance

What is the biggest challenge customers face around CLM and how are we solving for this?

Kelly McGeehan, Head of Markets

What is the biggest challenge customers face when trying to accelerate investment decisions across public and private markets and how are we solving for this?

Neslihan Yegul, Head of of EDM and thinkFolio

What is the biggest challenge customers face around managing data and how are we solving for this?

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We're proud of our recent awards!

Best Corporate Actions Data Initiative, 2023
Best Overall Sell-Side Technology Provider, 2023
Most Innovative Regulatory Solution (Climate Risk & Transaction Reporting), 2023
Best Overall Data Product or Service, 2023

And, we delight in supporting our customers with 24x7x365 customer service and a 98% customer service satisfaction rate.

If your company has a current subscription with S&P Global Market Intelligence, you can register as a new user for access to the platform(s) covered by your license at S&P Capital IQ Pro or S&P Capital IQ

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