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Valuant is now Abrigo, giving you a single source to Manage Risk and Drive Growth

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DiCOM Software is now part of Abrigo, giving you a single source to Manage Risk and Drive Growth. Make yourself at home – we hope you enjoy your new web experience.

Looking for TPG Software? You are in the right place!

TPG Software is now part of Abrigo. You can continue to count on the world-class Investment Accounting software and services you’ve come to expect, plus all that Abrigo has to offer.

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Commercial Lending Software

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Create Reports and Dashboards to Identify Portfolio Trends

Analytics and Reporting

Analytics and Reporting

Detailed reports and dashboards.

Commercial Lending Activity Call Report

Analytics & Reporting from Abrigo is an add-on to the Sageworks solutions and allows banks and credit unions to produce ad hoc reports using any data field within the Sageworks database. Custom reports, including disclosures or backtesting reports, can be generated in HTML, Excel, CSV, RTF, and PDF. The product also allows users to create dashboards – visual representations of the portfolio – to distill information by role in the institution.

Advantages

  • Increase portfolio insight with reports on concentrations, watch lists, workflows, and profitability

  • Use if/then queries and formulas to create the data-set

  • Build reports through drag & drop functionality  

  • Make more informed strategic decisions

  • Automated scheduling and generation of reports, delivered securely to your inbox

  • Access customizable templates that can be used for many reports and duplicate saved ones

  • Satisfy ALLL disclosure requirements

  • Prepare summaries for auditors and examiners

  • Export into any file format, such as Excel, PDF, HTML, CSV, or RTF 

Learn More

Example Dashboards and Reports

Analytics and Reporting

  • Lending Pipeline by Stage or Loan Officers
  • Loan Exposure Report
  • Profitability Targets & Performance
  • Total Exposure
  • Portfolio Concentration
  • Exceptions
  • Aging Analysis of Loans

Analytics and Reporting - Sample

  • Credit Quality
  • ALLL Roll Forward Schedule
  • Credit Risk Profile
  • Reserve for Unfunded Commitments
  • Impaired Loans
  • TDR Pre and Post Modification Report
  • TDR Redefault Report
  • Reserves and Balances by Loan Class
  • Peer Analysis

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Hear from a Client

“I certainly understood how our balance sheet fit together, but there wasn’t a whole lot of analytics going on. Certainly from a regulatory standpoint, as you grow and become more complex, it’s not just about producing reports for the regulator and saying, ‘Look, we’ve got no issues with interest rate shocks or liquidity.’ It’s understanding what’s happening behind those reports and then being able to do some what-ifs. Maybe you want a new product or service or another product line and you want to see how that’s going to affect everything.”

DAVID KRAMB, EVP, GLASS CITY FEDERAL CREDIT UNION