Financial Services Solutions

Portfolio Monitoring

Providing portfolio monitoring service to lending institutions

Lending Services

End to End Portfolio Monitoring Services for Effective Credit Risk Management

Our portfolio monitoring service streamlines all monitoring activities, from financial information collection, performing periodic reviews (both annual or quarterly) with PD/LGD update, covenant & condition testing, due diligence and early warning triggers (EWTs) tracking. Continuous monitoring of the loan portfolios allows the bank to quickly assess any activities or conditions that require immediate attention before they become an elevated credit risk.

Our Capabilties

Service Offerings

Reference Case

Boost Efficiency with Fully Automated Financial Spreading

Banks depend on fast, accurate financial spreading, but traditional manual processes are slow, error-prone and non-scalable. We helped a major US bank transform the chaos of hundreds of company financials into orderly, searchable financial data automatically with our patented software, Spreadsmart.

Related Resources

Optimize your outcomes.

Related Products

AI-optimized products that scale.

We offer a distinct suite of products with careful attention to client-specific agility and seamless integration into existing platforms.

Insightsfirst Competitive Intelligence


Get an edge in the marketplace through differentiated competitive and market insights curated to specific needs.

Related Industries

Additional Industries.

Investment Banks

Corporate & Commercial Banks

Asset & Wealth Management

Talk to One of Our Experts

Get in touch today to find out about how Evalueserve can help you improve your processes, making you better, faster and more efficient.