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Products

Banks & Credit Unions

Grow the institution while mitigating risk

Sageworks provides loan portfolio and risk management software to help bankers grow their institutions profitably while reducing credit and regulatory risk. As a result, banks and credit unions are able to more effectively manage capital.

  • Integrated suite for life-of-loan management with a single vendor
  • Leverage best-practice configurations
  • Award winning client support and consulting


Accountants, CPAs & Business Advisors

Generate Advisory Engagements

Identify ways a business client could generate more cash, and help your practice secure advisory engagements. With CashSage, import client data quickly to evaluate key financial performance metrics and to develop business recommendations.

HELP CLIENTS GENERATE MORE CASH

ProfitCents is a web-based financial analysis solution that analyzes your business client’s financial data to identify how the business could improve. Create customizable, plain language client reports and build strategic insights through “what-if” scenarios. Leverage the Sageworks database of real-time industry data on private companies to benchmark clients and track industry trends.


Business Valuation Professionals

Streamlining the valuation process

Sageworks Valuation Solution is a web-based platform enabling business valuation professionals to streamline workflow, increase realization rates and offer advisory services. Modeled after SSVS No. 1 standards, the software follows the income, market and asset approaches to generate an accurate, defensible value.