Your professional Credit Management support

D&B Portfolio Manager

For multinational credit management departments an accurate assessment of risks and opportunities is oftentimes difficult due to the lack of information. The D&B Portfolio Manager is a truly global credit management solution, which links D&B’s unique database with your internal data to an unrivalled depth of information. This combination of content, functionality and convenience sets the basis to discover hidden risks and potentials.
Portfolio Manager

Customer Analysis

Keep an eye on your existing customers and check new customers upon order with detailed company reports. D&B Portfolio Manager is a credit management all-round talent. Meaningful analysis on your customer base provide insight into:

  • Failure risk
  • Payment risk
  • Risk distribution of your accounts receivable
  • Corporate linkage of your customers
  • Country Risk in your customer markets

These analyses support you to avoid bad debt and let you focus your resources where they are needed most.

Customer monitoring

Stay informed on changes within your portfolio by setting up customizable alerts. Choose the most suitable events out of a variety of data elements and calibrate them according to your requirements. The monitoring capabilities cover several types of information from simple changes in the master data to critical risk assessments

Data extraction

The comprehensive download functionality within D&B Portfolio Manager enables you to decide which data elements you want to include in your download templates. Regardless of the purpose, dedicated reports or import in to your ERP, D&B Portfolio Managers supports you in creating insights.

D&B Portfolio Manager documents

Discover all advantages of D&B Portfolio Manager and book a presentation of the product via e-mail or phone +41 (0) 44 735 64 64.