Portfolio Management Application

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Clarium Tech took on the challenge of creating a sophisticated digital platform designed specifically for managing asset-based loans. This platform integrates seamlessly with multiple internal applications, offering near real-time data and analytics for portfolio managers. By implementing real-time borrowing base calculations and automating infrastructure deployment, Clarium Tech has provided a comprehensive and efficient solution that streamlines the portfolio management process, ensuring all critical data is easily accessible and up to date.

  • To create a digital platform and provide a view of the portfolio to a portfolio manager
  • Portal to specifically deal with asset-based loans
  • A Platform to get near real time information from other internal applications to provide
  • Real time integrations with the loan origination, servicing and other applications
  • Implement real-time borrowing base calculation based on feeds from multiple applications
  • Created a portfolio management portal to provide a new real time view of the portfolios
  • Ability to view, edit, refreshing information on the deals and facilities from the source systems.
  • Seamless integration and flow of data and documents from origination and processing applications.
  • Real time charting to provide an analytics view of the loans/portfolios
  • Single Sign on Integrations
  • On-Prem OCP hosted Solution
  • Automation of infrastructure deployment and policy as a code implementation for streamlining migration of code.
  • Streamlined view of portfolios for the PM
  • MVP with all the critical features and additional features being rolled out as part of MVP+ and MVP++
  • Deal and facility level view and ability to view analytics and performance in a single view.
  • Cost Efficiency: The automated infrastructure deployment and policy-as-code implementation have significantly reduced operational overhead, leading to long-term cost savings.