Houston - July 12, 2018

TPG has developed a tool that works in conjunction with our ePortfolio Module to automate cash flow reporting to your customers.

The Analytic Load Tool uploads positions from the TPG database to your analytics vendor like Yield Book, ZMFS, R2Metrics, Moody’s, Bloomberg, Intex, etc., to retrieve cash flow data (or you can use TPG’s cash flow engine). Once cash flows are returned, the tool will automatically fill in missing data for bullet securities (MBS coming soon), and generate cash flow reports to be pushed directly to your customers through our ePortfolio Module

Benefits include:

  • 9 cashflow projection scenarios
  • Create subsets to target which customers receive reports and when
  • Cash flows can be used in your accounting process
  • Improves your reporting to satisfy DFAST/CCAR requirements

Contact TPG today to find out how the Analytic Load Tool can benefit your analytic reporting.

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