Portfolio Check

Client portfolio analysis

PORTFOLIO CHECK, THE SIMPLE TOOL THAT ALLOWS YOU TO OBTAIN AUTONOMOUSLY AND IN A VERY SHORT TIME THE ANALYSIS OF YOUR CUSTOMERS’PORTFOLIO

Thanks to Portfolio Check you can know, independently and in a few steps, the commercial reliability of your customer and/or supplier portfolio, obtaining the Global Portfolio Rating also with the possibility to monitor its trend

With Portfolio Check it is possible to identify one’s “Ideal Customer,” in order to activate the best business development policies, targeted and of a certain effectiveness. Portfolio Check assists management in assessing which business to invest resources in, which business to reduce investment in, and which business to possibly give up.

Portfolio Check analyzes the main data of a company and its leading figures, it cross-references them and automatically determines the level of risk also thanks to a high-performance Credit Scoring

After having uploaded an Excel file (with tax codes and/or vat numbers) to the Check Portfolio area, all searches for any negativity (protests, prejudicial, bankruptcy proceedings) will be immediately activated and the company status of each individual position will be verified. Each master data will also be given a rating

Once processing is completed, it is possible to download a summary Excel file and view the graphical classification of the portfolio, the Global Portfolio Rating and perform upgrade operations on the positions of greatest interest

Thanks to the data analysis, it is also possible to identify the “Ideal Client” and assess the potential of the market and new business opportunities

Check Portfolio is integrated with the Negativity Monitoring service thus allowing you to monitor the trend of your portfolio

Customer and/or Supplier Portfolio Analysis

Global Portfolio Rating

Negativity on the company and representatives

Negativity Monitoring

Ideal Customer Identification

Credit Scoring to identify level of risk

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Try Check Portfolio, you can analyze your customer and supplier portfolio independently and easily