Insight Analysis and Reporting

Your business runs on data. But how do you turn that data into meaningful information to help you make sound business decisions that influence the future of your business? The Evolv Suite Insight module provides clear visibility into the performance of your loan portfolios, so that you can make more informed decisions.

Management Dashboards & Analytics

Start each day by reviewing the state of your portfolios. The Evolv Suite’s management dashboard provides real-time status and trending of loan accounting and credit performance, and potential threats to your bottom line. We have built management reporting packages for our clients to analyze and manage their portfolios on an on-going basis, including:

Credit Quality reporting
SOP 03-3 Portfolio reports and analytics
Loan Sale Performance analysis
Life of Loan loss analysis
Estimated vs. Actual cash flow performance
Stress testing and Economic scenario analysis
Portfolio performance trending and Forecasting

Compliance Reporting

Primatics knows that you have a variety of regulatory reports to generate on the performance of your loan portfolios. The Evolv Suite contains standard reporting for most regulatory and disclosure reports, to save you time and effort in meeting your reporting needs. Insight automatically generates your most common compliance reports including:

Accounting Reporting

Financial statement and footnote disclosures
Roll-forward reports (AD/NAD and footnotes)
Yield Trending
Impairment Attribution reporting
General Ledger adjustments and trial balances

Reserving / Valuation Reporting

Day 1 Valuation Results
NPV using Day 1 Discount Rate
Charge-off Summary
Fair Market Value movement
Recorded Investment and Impairment summary

FDIC Reporting

FDIC-assisted transactions require unique reporting needs on shared-loss certifications and Indemnification asset accounting. Evolv enables improved efficiency in generating these reports including:

Indemnification Asset carrying value roll-forward
Valuation adjustment summary reports
Loss share reports and certificates

Ad-Hoc Custom Reporting

Evolv Suite Insight is a flexible, configurable business intelligence environment. It provides full OLAP reporting capabilities, allowing you to create custom multi-dimensional reports with full drill-down capability into your Loan Accounting and Credit Risk data. If you have specific reporting and transparency needs, contact Primatics to discuss how your reports can be configured into Evolv.

Ready to learn more about how the Evolv Suite’s Business Insight module can provide you the robust reporting capabilities you need? Contact us today to learn more.

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