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Rate Risk

Portfolio ratings with sources and reviewer sign-off

Transform your risk assessment methodology into a repeatable engine that runs across your entire portfolio, providing consistent, evidence-based ratings with full transparency.

Consistent Methodology

Apply the same risk framework across all assets, ensuring comparability and reducing subjective bias.

Evidence Trail

Every rating links back to source data and assumptions, creating defensible, auditable outputs.

Reviewer Sign-off

Built-in review workflows ensure human oversight while maintaining efficiency.

Portfolio Scale

Run quarterly assessments across hundreds of positions in days, not months.

How it works

  1. Encode your risk framework into clear steps and decision criteria
  2. Connect to your data sources (market data, financials, ESG metrics)
  3. Run the engine across your portfolio with automated evidence collection
  4. Review outputs with full transparency into logic and sources
  5. Export to your risk systems and reporting tools

Start with a prototype

We'll work with your team to encode your risk methodology and deliver a working prototype in 2-6 weeks.