WSO Services
Streamline your private debt and multi-asset class operations by using our outsourced portfolio management solutions and relying on 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.
Leveraging the strength of the S&P Global’s portfolio management product suite, our team of experienced industry experts provide high-quality services to improve your operational efficiency and increase productivity. Coverage includes multi-asset servicing, agent administration, cash reconciliation, trade closing, investment accounting services, and full P&L reporting with robust front-office and accounting integration capabilities.
Key Benefits of Using Our Outsourced Managed Service
Unique Features of WSO Services
Online Document Management Service
For processing, categorizing and storing agent notices related to bank loan holdings.
Hosted, Centralized Reconciliation Solution
That compares data from multiple data sources to produce a consolidated discrepancy report.
Report Building Wizard
To create reports as needed, or modify any of the 180+ standard templatesusing a vertical tab component with the text authored within each tab.
Real-Time Web-Based Application
For immediate access to position data and reporting needs.
Agent Services
To help streamline administrative functions between agents, lenders and borrowers.
Trade Closing Services
For managing leveraged loan trade settlement processes.
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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