WSO Services

Markit WSO Services helps customers streamline their business by providing outsourced access to our best-in-class products and services for middle and back office operations.

Customers

  • Agents
  • |
  • Hedge funds
  • |
  • Insurance companies
  • |
  • Broker-dealers
  • |
  • Asset managers
  • |
  • Private equity firms
  • |
  • CLO managers
  • |
  • Mutual funds
  • |
  • Underwriters
  • |
  • Investment managers

Statistics

  • $266bn+in AUM
  • 4.4k+global loans tracked

Email this product

Send using your default email client.

SHARE

Social sharing

Get in touch

Want to talk to the team directly?

Product summary

Our team of experienced industry experts leverage the strength of Markit’s suite of portfolio management products to provide high quality services to loan market participants, improving their operational efficiency.

Markit WSO Services offerings include asset servicing, cash reconciliation, P&L reporting that includes a website and feeds to managers, loan settlement and agent asset administration.

    Key benefits

    • Cost effective

      Low operating costs with no upfront investment associated with hosting and maintaining software

    • Operational efficiency

      Outsourcing of complex processes around middle and back office operations as well as loan administration

    • Dedicated support

      Team of experienced asset class experts delivering range of services, supporting customers through the full loan lifecycle

    Industry Report

      • Loan Market Automation: The Route to Operational Excellence Whitepaper


        Download your complimentary copy of a new whitepaper from Markit, 'Loan Market Automation: The Route to Operational Excellence', based on the results of audience polls at our loan user conference.

         

        As loan issuance reaches record numbers, this whitepaper explores the new opportunities and challenges arising for market participants.

         

        REQUEST INDUSTRY REPORT

      Webcasts

      • Managing volatility in loan settlement and closing

        In-house loan settlement often remains a time consuming process due to manual, paper-driven processes. Markit offers a flexible and scalable solution that helps loan managers automate processes as well as reduce risks and fixed costs associated with settling and closing leveraged loan trades.

        Our solution is designed to simplify and streamline complex processes around loan transaction management, from trades to transfers of ownership, and to deliver increased transparency. We help firms reduce operational and counterparty risks as well as settlement times.

        To learn more, please complete the form below to register for Markit’s webcast on managing volatility in loan settlement and closing.

        LEARN MORE



        Managing risk with centralised reconciliation

        Inhouse reconciliation processes and exception management can pose a challenge for many organisations, as manual processes can result in disjointed or incorrect data and potentially lead to serious trade errors. Markit offers a hosted reconciliation solution that leverages our portfolio tracking expertise and EDM platform to streamline reconciliation processes and exception management across multiple sources.

        The managed service is designed to automate the reconciliation process by accessing and consolidating data from multiple sources, exercising complex matching rules and communicating breaks. Markit’s team of reconciliation experts can help customers research identified exceptions and manage communications throughout the entire process. This service can help firms reduce risk and costs by enabling them to efficiently outsource the reconciliation process.

        To learn more, please complete the form below to register for Markit’s webcast on managing risk with centralised reconciliation.

        LEARN MORE

      Events

      • Jan 27 2016

        APLMA

        View
      • Oct 28 2015

        LSTA Annual Conference

        View