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


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.