In Urba360

One view of your entire counterparty landscape

From a consolidated dashboard to portfolios built around the way you work. Portfolio Management brings all your customers, suppliers and partners into an organised view, so you can focus attention where it matters most and make confident decisions.

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One view of your entire counterparty landscape

A portfolio view that supports better decisions

A clear, structured view of your entire counterparty landscape, so you always know where your exposure sits and where your attention delivers the most impact.

Clarity at a glance

See the full distribution of risk across your portfolio through a consolidated dashboard and a world‑map view that highlights where exposure is building among your monitored companies.

Focus where it counts

Highlight the companies, sectors or regions that need attention through simple filtering, segmentation and live signals — so nothing critical slips through unnoticed.

Stronger team alignment

Create sub-portfolios that mirror your team structure, ensuring each person sees only the companies relevant to their role — no noise, no overlap.

Meaningful alerts

Receive notifications tailored to your priorities, so you stay informed about the changes that matter most to your role — without the signal lost in noise.

Faster insight delivery

Move from portfolio-level charts and Score distributions to individual company details in a single click — and export any view for stakeholder updates in seconds.

Confidence in every review

Track performance and risk evolution across your accounts with intelligence trusted to manage large-scale global exposure — review cycles become decisions, not deliberations.

How you work with it

Review your full landscape

See all companies you follow from the dashboard in one organised place. This gives you a complete picture of your relationships and where your attention is spread.

Analyse the companies you monitor

Access analysis view for monitored companies, including world‑map views, Score distributions and risk breakdowns across the countries where you operate. This helps you understand exposure patterns and identify areas that may require action.

Structure your portfolios

Group monitored companies into portfolios based on your own criteria — by region, sector, team responsibility or strategic priority. Each portfolio gives you a focused, organised workspace, while built-in analysis tools like map views and score rankings make it easy to spot where attention is needed most.

Explore and compare. Prepare and present.

Use search, filters and segmentation to explore specific slices of your monitored portfolio. Switch between portfolio‑level charts and individual company details with a single click when preparing for reviews or meetings.

Export any monitored portfolio or filtered view to Excel/CSV for quick reporting. Use the up‑to‑date analysis and daily monitoring to support decisions with clarity and confidence.

“The dashboard and risk map by country are very powerful. It’s highly visual and immediately gives us the insights we need to manage risk at a portfolio level.”

, Pilot Customer about the new Portfolio Management

Experience Portfolio Management hands‑on.

Try it for yourself – explore the live demo and see exactly how Portfolio Management turns your entire counterpart universe into a single, intelligent view. Every feature, every workflow, right here.

Talk to our team and see how Portfolio Management fits into your risk workflow.

Ready to take control of your counterparty exposure?