PORTFOLIO MONITORING

Full Portfolio Visibility in One View.

CovenantIQ aggregates borrower-level financial data, covenant status, and performance trends into a single portfolio view — so your team can identify concentration risk, spot outliers, and act before issues escalate.

THE PLATFORM

From individual borrowers to portfolio-level insight.

A real-time dashboard of your entire portfolio — financial health, covenant status, submission completeness, and performance trends across every borrower. Filter, sort, and drill in without leaving the platform.

Portfolio monitoring overview dashboard

Ready to monitor your portfolio at scale?

See how CovenantIQ gives your team a single, structured view of every borrower — and surfaces risk before it becomes a problem.