About Credit Assist
Credit Assist is a financial analysis software from Intellibonds that provides insights into creditworthiness. It includes credit risk assessment, portfolio management, and reporting tools so users can effectively evaluate financial stability and manage risk exposure. The software supports detailed analytics and real-time updates to ensure users have access to the most current data. Designed for financial analysts and credit managers, Credit Assist helps users make informed decisions based on comprehensive credit assessments. Key capabilities: credit risk assessment portfolio management reporting tools analytics real-time data access Best for: financial analysts and credit managers that need to evaluate credit risks and manage financial portfolios.
IntelliBonds' Credit Assist is a powerful, AI-augmented Software as a Service (SaaS) platform built for fixed income analysts, significantly streamlining the investment process. The platform supports the daily workflow—from fundamental and relative value analysis to news assessment and risk evaluation—by using bots to rapidly generate investment recommendations. Core features include My Dashboard, Company Analytics (for rating predictions and scenario testing), and Pricing Analytics, allowing professionals to analyze vast pricing, news, and fundamental data within seconds. The companion PaaS product, Portfolio Assist, is key to unlocking additional returns. It facilitates intelligent portfolio construction and optimization, using a proprietary bond scoring engine to identify outperforming assets. Clients frequently see a 20 to 100 basis points improvement in investment return and achieve significant operational cost savings of 20-30%. The platform’s Alpha Generator provides summarized trade ideas and an early warning system to manage risk proactively, preventing forced selling. Deployment utilizes the secure and scalable Microsoft Azure Cloud infrastructure, ensuring institutional-grade performance. As an enterprise solution, specific pricing is not published. For a tailored consultation and a personalized quote, please contact jimena.salas@intellibonds.
Pros & Cons
- +AI-driven credit prediction provides early warnings on downgrades and default risk, improving portfolio safety.
- +Integrates multiple data types (fundamentals, pricing, news) into a single workflow for faster decision-making.
- +Alpha Generator quickly identifies trade ideas and relative value opportunities across thousands of issuers.
- +Customizable analytics and scenarios allow portfolio managers to tailor insights to specific investment strategies.
- +Supports large-scale analysis of institutional bond markets, increasing analyst productivity.
- −Advanced features may require training or experience to fully leverage.
- −Reliance on AI models may create blind spots if model assumptions are incorrect.
- −Real-time market data may depend on external feeds, which could incur additional costs.
- −User interface may be complex for non-specialist users, slowing adoption.
Features
Key features
- AI‑Driven Credit Risk Prediction
- Provides early warning signals on credit downgrades and default risk, helping analysts proactively manage portfolios.
- Portfolio Workflow Automation
- Integrates fundamental data, pricing, news, and relative value screens into a single workflow to accelerate analysis.
- Alpha Generator
- Generates portfolio-specific trade ideas and screening insights using AI-powered algorithms.
- Company Analytics
- Offers in-depth financial metrics, rating predictions, and scenario modelling for individual issuers.
- Sector Analytics
- Enables peer comparisons and sector-level analysis to identify relative value opportunities.
- News Analytics
- Scores and interprets news sentiment for issuers and sectors to assess impact on credit risk.
- Pricing Analytics
- Provides detailed bond spread and yield analysis for relative value and investment decisions.
Additional features
- Dashboard / My Dashboard
- Centralized overview of monitored issuers, sectors, and portfolio performance.
- Company Analytics
- Detailed financials, rating predictions, and scenario modelling for each issuer.
- Sector Analytics
- Peer group analysis, sector-level insights, and comparison tools.
- News Analytics
- Sentiment scoring, filtering, and alerts based on news impacting issuers or sectors.
- Pricing Analytics
- Spread, yield, and relative value analysis for individual securities and portfolios.
- Alpha Generator
- AI-based trade idea generation and portfolio screening across thousands of issuers.
- Integration with Platforms
- Connects to Microsoft Azure infrastructure and other enterprise investment platforms.
- Custom Calibration
- Ability to tailor analytics and risk models to specific client portfolios.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Credit Assist
Credit Assist is a financial analysis software from Intellibonds that provides insights into creditworthiness. It includes credit risk assessment, portfolio management, and reporting tools so users can effectively evaluate financial stability and manage risk exposure. The software supports detailed analytics and real-time updates to ensure users have access to the most current data. Designed for financial analysts and credit managers, Credit Assist helps users make informed decisions based on comprehensive credit assessments. Key capabilities: credit risk assessment portfolio management reporting tools analytics real-time data access Best for: financial analysts and credit managers that need to evaluate credit risks and manage financial portfolios.
Credit Assist Details
Credit Assist's In-App Market Place
Does Credit Assist have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CNY (¥), INR (₹), CHF (Fr), SEK (kr), NZD (NZ$), SGD (S$), HKD (HK$), NOK (kr), KRW (₩), RUB (₽)
Pros & Cons
- AI-driven credit prediction provides early warnings on downgrades and default risk, improving portfolio safety.
- Integrates multiple data types (fundamentals, pricing, news) into a single workflow for faster decision-making.
- Alpha Generator quickly identifies trade ideas and relative value opportunities across thousands of issuers.
- Customizable analytics and scenarios allow portfolio managers to tailor insights to specific investment strategies.
- Supports large-scale analysis of institutional bond markets, increasing analyst productivity.
- Advanced features may require training or experience to fully leverage.
- Reliance on AI models may create blind spots if model assumptions are incorrect.
- Real-time market data may depend on external feeds, which could incur additional costs.
- User interface may be complex for non-specialist users, slowing adoption.
Credit Assist's Support Options
Email Address
jimena.salas@intellibonds.comCredit Assist's Alternatives
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