Tickler & Covenant Compliance Solutions
Portfolio Track helps in the monitoring and tickler process via tracking covenant conditions and required financial submissions. The application has a dashboard feature to track metrics as well as performing various levels of operational and management reporting. The platform is highly configurable, can interface with existing bank systems and requires no programming knowledge to make operational changes, add fields and modify ticklers/ covenants. Upcoming ticklers and exceptions are managed via reports and letters/emails generated by a click of a button.
Is your institution evaluating alternatives for credit risk management and loan processing automation? Are you looking for specific features such as covenant and tickler management, stress testing or custom reporting?
Please fill out the form below to schedule a live preview of our solutions. No hard sell, no eye candy, no nonsense – just a consultative discussion with one of our Consultants on how to best address your needs, concerns and issues.
You can also call us, and we’ll be happy to schedule a time for a live product demo. Our phone number is 888-315-4704.
Global Wave Group, LLC
26970 Aliso Viejo Pkwy, Suite 250
Aliso Viejo, CA 92656