Your time is valuable. D&B’s Portfolio Manager simply allows you to save time. Portfolio Manager is an online analysis program. It combines your customers’ outstanding accounts receivable with the D&B database to provide you with an insight into your customer portfolio. In this way you can pinpoint where the greatest risks are to be found and you can set priorities to use your time as efficiently as possible. As a result you will have a clear, properly detailed view of the credit policy which is most appropriate for the situation prevailing within your business.

Portfolio Manager is also quite appropriate if you are managing a large customer portfolio. It is precisely then that it takes more time to check the performance and risks of your business contacts. Portfolio Manager can provide you with answers to a number of critical questions:

• How are risks spread over your entire portfolio?
• Who are your riskiest and best customers?
• What is your customers’ payment behaviour like?
• What are the overall risks involved within a corporate structure?
• How severe will your commercial risks be during the next 12 months?
• If any changes affecting risk occur within your portfolio, would it be advisable to adjust your credit limit?

Brochure: Portfolio Manager

If you would like to receive more information or would like to make a personal appointment to examine which options may be of interest to you, please call or e-mail us.