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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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).
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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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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
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
LEARN MORE >
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.
LEARN MORE >
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.
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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.
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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.
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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.
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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.
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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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