1. Small and Medium Enterprise 360 User Guide
  2. Portfolio

4 Portfolio

This topic describes the information on the product portfolio held by the SME customer with the Bank.

The following figure shows the Portfolio section.

Figure 4-1 Portfolio


Description of Figure 4-1 follows
Description of "Figure 4-1 Portfolio"

The portfolio section contains the following product details:
  • Facilities
  • Loans
  • Trade
  • Supply Chain Finance (SCF)
  • Liquidity Management (LM)
  • Virtual Account Management (VAM)
  • Cash Management (CM)

Note:

The widgets corresponding to the products subscribed by the SME will only be displayed in the Portfolio section.
The following options are available on this widget to view the details:

Table 4-1 Portfolio - Options

Option/Icon Description
Product Icons Click on the respective product button on the top left of the portfolio to navigate to the widget corresponding to that product.
Speedometer icon Click on this icon present at the right bottom corner of the portfolio to navigate to the selected product 360 view.
The examples of the product 360 view are shown in the following figures.

Figure 4-2 Facilities


Description of Figure 4-2 follows
Description of "Figure 4-2 Facilities"

Figure 4-3 Loans


Description of Figure 4-3 follows
Description of "Figure 4-3 Loans"

Figure 4-4 Trade


Description of Figure 4-4 follows
Description of "Figure 4-4 Trade"

Figure 4-5 Supply Chain Finance


Description of Figure 4-5 follows
Description of "Figure 4-5 Supply Chain Finance "

Figure 4-6 Liquidity Management


Description of Figure 4-6 follows
Description of "Figure 4-6 Liquidity Management"

Figure 4-7 Virtual Account Management


Description of Figure 4-7 follows
Description of "Figure 4-7 Virtual Account Management"

Figure 4-8 Cash Management


Description of Figure 4-8 follows
Description of "Figure 4-8 Cash Management"