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Gain meaningful insight into portfolio performance.

Solutions that automate the incurred loss model today

Manage portfolio-wide risk with data and frameworks that make it easy to identify potential losses, and use the insight gained to inform your institution’s risk optimization strategy.

Ditch the spreadsheets and gain: 

  • Robust Reporting
  • Transparency
  • Secure Data Management
  • Consistent and clear CECL methodologies, and 
  • The ability to compare the impact of different scenarios on loans, income, charge-offs, provision expense, and the allowance

Learn more on how you can report on portfolio health with a single click.

Sageworks made it so easy for me to transition between different methods with just a click, and we gave the examiner access to the read-only reports, and he utilized it extensively. He even asked how much we paid for it and commented that we got our money’s worth while they [FDIC examiners] were at our bank.

Jason McRay, Commercial Lending Manager, Citizens First Bank