Portfolio valuation technology
Deeper valuation insights support smarter loan portfolio and M&A decisions.
Getting timely insights can be difficult when your portfolio data is decentralized and manually processed. Don’t get caught off guard in an unpredictable market. You can get a better read on your portfolio with Crowe Credit360 for Valuation.
Our financial instrument valuation specialists will help you use this proprietary solution to go deeper into your data and models to drive better decisions.
A powerful, multifaceted valuation tool is within reach.
This loan-level modeling solution calculates and analyzes loan portfolio fair values and expected cash flow scenarios – and also provides the level of support and documentation needed for external auditors, regulators, and markets.
Get a unified view
Standardize and convert loan data using our proprietary interface, which provides a streamlined, repeatable process to analyze loan data for a single transaction, or on a quarterly basis.
Reveal more insights
Assumption sets guiding valuation are completely customizable for your organization. Construct base level assumptions based upon specific peer groups, geographical information, and entity specific loss data.
See what could go right – and wrong
Analyze the results of the scenario output, including sensitivity analyses and primary-driver analytics.
Our portfolio valuation tool gives you more visibility.
These solution features can help you understand challenges and opportunities related to your loan portfolio.
Customized portfolio validation
Gain insight into your portfolio on a loan-by-loan basis with comprehensive portfolio analytics, aggregation, and reporting.
Scenario modeling
Improve portfolio valuation reliability with more-robust assumption sets.
Valuation estimates
Optimize decision-making throughout the entire process of an M&A transaction, including risk assessment capabilities to help identify PCD assets.
Customized portfolio validation
Gain insight into your portfolio on a loan-by-loan basis with comprehensive portfolio analytics, aggregation, and reporting.
Scenario modeling
Improve portfolio valuation reliability with more-robust assumption sets.
Valuation estimates
Optimize decision-making throughout the entire process of an M&A transaction, including risk assessment capabilities to help identify PCD assets.
Arm your team with audit-ready results
Provide streamlined results and assumption detail to your board of directors, auditors, and regulators through our comprehensive audit package.
Arm your team with audit-ready results
Provide streamlined results and assumption detail to your board of directors, auditors, and regulators through our comprehensive audit package.
Request a demo of Crowe Credit360 for Valuation.
Technology built with your industry in mind.
We work with more than 1,800 financial services companies across the country, including more than two-thirds of the top 100 U.S. banks.
Reach out to us if you have questions or need support.