Product
Online Gold Portfolio Management
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Gain full customer insight for portfolio management and risk identification.
Why Choose Online Gold Portfolio Management?
Online Gold Portfolio Management from Equifax Canada is a dynamic, web-based account management tool that can identify accounts showing signs of risky behaviour while also uncovering potential new revenue streams.
Streamline Monitoring In 3 Steps
Offering extraordinary customer insight, Online Gold Portfolio Management allows you to take charge of your accounts like never before, and all from a dynamic web portal that allows you to access your account data anywhere, any time.
Submit Your List
1. You provide the company names for the accounts and prospects you want to monitor.
Automate Matching Schedule
2. Equifax Canada matches the companies to our database and sets up your reporting schedule.
View Insights
3. Access your reports via our online tool whenever it is convenient for you.
Identify High And Low Risk Businesses In Your Portfolio
With a clear view into your portfolio, minimizing risk and uncovering new revenue streams is smooth, easy and just a click away.
Comprehensive Account Overview
View flagged accounts, complete with calculated totals like score averages, dollars owed, and payment index averages.
Detailed Account Drill-Down
Access individual account specifics, including days past terms, credit score trends, collections, legal inquiries, returned checks, and payment trends.
Portfolio Benchmarking
Benchmark your portfolio’s performance against other suppliers/creditors.
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Sharpen Your Portfolio Decisions
Move beyond the numbers. Leverage cloud-based technology and proprietary data to unify your view of commercial creditworthiness at every lifecycle stage.
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