Crowe Portfolio Analyzer for Sureties and Agents

Simplify the Collection of Contractor Financial Data and Stop Hand-Keying WIP

The Crowe Portfolio Analyzer solution is an automated financial and job schedule analysis tool that provides sureties and agents with comprehensive monitoring of contractors’ financials and faster insight into contractor portfolio risk. This easy-to-use solution reduces manual data entry while also providing construction industry-specific analysis and benchmarking capabilities.

Stop Skimming the WIP

The Crowe Portfolio Analyzer solution can help sureties and agents improve processes through:

Automating the upload of contractor financial statements and job schedules
Automating the upload of contractor financial statements and job schedules
 
Portfoliowide views at a click
Portfoliowide views at a click
 
Automated analysis that highlights exceptions for you
Automated analysis that highlights exceptions for you, including margin fade, job trends, financial ratios
 
Creation of your own benchmarks
Creation of your own benchmarks
 
Crowe Portfolio Analyzer solution

The Crowe Portfolio Analyzer solution
The Crowe Portfolio Analyzer solution generates contractor reports to highlight job profit fade and other critical work-in-progress (WIP) metrics.

See More  
 

Crowe Horwath LLP draws on deep expertise and extensive experience working with both financial services and construction industry companies. Applying proven performance management practices, our construction, financial, and performance teams designed this solution to help sureties and agents improve their performance and analysis capacity. After a system launch, Crowe remains closely involved with the ongoing operation of the system through regular reviews and monitoring, with specialists ready to respond quickly to answer questions or resolve user challenges.

Credit Analysis Solutions

The Crowe Portfolio Analyzer solution is one of several credit portfolio management and stress-testing tools offered by Crowe. Our credit analysis tools can integrate loan and credit data from various internal systems and third-party sources, helping you to automate and streamline your credit, capital planning, and stress-testing practices.

REQUEST A DEMO
Contact Us
blosser-mark-150
Mark A. Blosser
Partner