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Fitch Connect from Fitch Solutions
Fitch Connect is a comprehensive platform for credit risk analysis and regulatory compliance, offering risk analytics, forecasts, and data that aid corporate treasuries in informed financial planning.
Product analysis by function
Financial Risk Management Systems for Risk Management
Platforms that identify, measure, and analyze market risks, providing tools for stress testing, scenario analysis, and VaR (Value at Risk) calculations to support hedging decisions.
More Financial Risk Management Systems
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Core Risk Analytics
(8 Yes /8 Known /10 Possible features)
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Value-at-Risk (VaR) Calculation Ability to determine the maximum potential loss over a specified period under normal market conditions. |
Fitch Connect provides credit risk analytics including assessments and forecasts, indicating the capability to calculate Value-at-Risk (VaR) or similar maximum potential loss metrics. | |
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Stress Testing Run scenario and sensitivity analyses for extreme but plausible market events. |
Fitch Connect offers stress scenario data and analytics for extreme market conditions; stress testing is a promoted feature in documentation. | |
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Historical Simulation Ability to analyze historical market movements to project future risk. |
Historical analysis and projections are part of Fitch Connect's platform for risk trends, suggesting support for historical simulation. | |
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Monte Carlo Simulation Utilizes stochastic modeling techniques for advanced risk assessment. |
No information available | |
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Credit Exposure Analysis Tracks and monitors counterparty credit risk. |
Credit exposure analysis is a core offering; Fitch Connect tracks counterparty credit risk as highlighted in corporate treasury solutions. | |
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Liquidity Risk Assessment Analyzes and reports on the availability of cash and liquidity. |
Liquidity risk assessment is discussed as standard on Fitch Connect's risk management materials. | |
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Interest Rate Risk Analysis Evaluates the treasury's exposure to interest rate fluctuations. |
Interest rate risk exposure and analysis is available through analytical tools and data sets offered. | |
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FX Risk Analysis Analyzes exposure to foreign exchange rate volatility. |
FX risk analysis is provided with macroeconomic and market data on currencies for treasury management. | |
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Market Risk Limit Management Allows configuration and tracking of risk limits by asset class, desk, or portfolio. |
No information available | |
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Portfolio Aggregation Aggregates risk data across multiple sources, business lines, or assets. |
Portfolio aggregation is available via consolidation of exposures, risks and financial instruments in dashboards. |
Data Management & Integration
(4 Yes /4 Known /9 Possible features)
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Real-Time Data Feeds Ability to consume real-time market data from providers and internal systems. |
Fitch Connect integrates real-time feeds from rating and data providers for analysis and monitoring. | |
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Data Import/Export Tools Ease of importing data from spreadsheets, flat files, and APIs. |
API, bulk download, and spreadsheet integration are advertised for data import/export. | |
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Data Cleansing Automated identification and correction of data errors or inconsistencies. |
Fitch Connect employs data cleansing and validation routines as part of its enterprise offering. | |
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System Integration API Provides RESTful or SOAP APIs for integrating with ERP, TMS, and banking platforms. |
REST APIs and integration services are part of the platform, enabling connection to TMS/ERP systems. | |
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Automated Data Reconciliation Cross-checks transaction and position data for accuracy. |
No information available | |
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Feed Latency Typical delay in acquiring and processing external data feeds. |
No information available | |
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Supported Data Sources Number of unique third-party data feeds supported out-of-the-box. |
No information available | |
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Data Retention Period Maximum period for which historical data is stored and available. |
No information available | |
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User-Defined Data Fields Allows users to add custom data fields to risk records. |
No information available |
Reporting & Visualization
(7 Yes /7 Known /8 Possible features)
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Standardized Reports Library Library of pre-configured regulatory and internal risk reports. |
A library of standardized risk and regulatory reports is mentioned as part of the reporting features. | |
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Custom Report Builder Allows users to design custom reports and select data points. |
Custom report building is supported as part of user dashboards and analytics. | |
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Interactive Dashboards Visual dashboards with interactive risk charts, heatmaps, and key metrics. |
Interactive dashboards are key to Fitch Connect analytics and visualization. | |
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Automated Report Scheduling Schedules and distributes reports at predefined intervals. |
Fitch Connect enables report scheduling for distribution at custom intervals. | |
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Export to Multiple Formats Enables report export to PDF, Excel, CSV, and other file formats. |
Export capabilities to Excel, CSV, and PDF are advertised for reporting modules. | |
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Drill-down Functionality Allows users to click through summaries to underlying data. |
Dashboard and report interfaces allow users to drill into details from summary risk views. | |
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Multi-Currency Reporting Reports and dashboards can display risk data in various currencies. |
Multi-currency data and reporting is a capability for global treasuries. | |
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Real-Time Dashboard Refresh Updates visualizations with up-to-the-minute data. |
No information available |
Risk Policy & Control
(2 Yes /2 Known /6 Possible features)
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Risk Limit Alerts Notifies users when exposures or risks approach or breach set limits. |
No information available | |
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Automated Limit Enforcement Blocks or flags transactions exceeding defined policy limits. |
No information available | |
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Audit Trail Comprehensive logging of all user actions, changes, and calculations. |
Comprehensive audit logs and user activity reports are supported as standard for compliance. | |
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User Access Controls Role-based permissions to manage data visibility and action privileges. |
Role-based access and strong user permission management are discussed in security documentation. | |
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Segregation of Duties Ensures critical functions are divided among different users or teams. |
No information available | |
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Customizable Workflows Allows configuration of approval and exception workflows tailored to corporate policy. |
No information available |
Hedge Management
(1 Yes /1 Known /6 Possible features)
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Hedge Effectiveness Testing Assesses correlations and alignments between hedged items and hedging instruments. |
No information available | |
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Hedge Documentation Management Stores supporting documentation for audit and compliance. |
No information available | |
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Automated Hedge Accounting Calculates and posts hedge accounting entries in compliance with IFRS, US GAAP, etc. |
No information available | |
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Lifecycle Tracking Monitors the entire lifecycle of hedge instruments and exposures. |
No information available | |
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Forecast Exposure Capture Captures expected exposures for forward-looking hedge planning. |
No information available | |
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Audit-Ready Reporting Provides documentation and evidence for external and internal audits. |
Audit-ready reporting is available, supporting audit documentation and workflows. |
User Experience & Interface
(3 Yes /3 Known /5 Possible features)
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Intuitive User Interface User-friendly navigation and design tailored to treasury operations. |
Fitch Connect places emphasis on usability, with a modern, treasury-specific interface. | |
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Customizable Dashboards Users can personalize dashboards per their preferences. |
User dashboards and homepage layout are customizable per user. | |
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Multi-Language Support Interfaces are available in multiple languages for global teams. |
No information available | |
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Accessibility Features Includes support for screen readers, keyboard navigation, etc. |
No information available | |
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Mobile Access Enables use of the system via mobile devices and tablets. |
There is a mobile-accessible version of the Fitch Connect platform for on-the-go analysis. |
Security & Compliance
(6 Yes /6 Known /6 Possible features)
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Data Encryption Data is encrypted both at rest and in transit. |
Fitch Solutions commits to data encryption both at rest and in transit in their security documentation. | |
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Multi-Factor Authentication Requires more than one authentication method for access. |
Multi-factor authentication is mentioned among access security measures. | |
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Regulatory Compliance Tracking Tracks adherence to key financial regulations (SOX, Dodd-Frank, EMIR, etc.). |
Fitch Connect tracks developments related to regulatory standards such as Basel, IFRS, and EMIR for regulatory compliance tracking. | |
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Data Privacy Controls Implements GDPR, CCPA, and similar privacy policies. |
Policies for GDPR and privacy compliance are referenced in platform security and data governance statements. | |
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Regular Security Audits Independent reviews of system security and vulnerability assessments. |
Regular independent audits and vulnerability assessments are performed as indicated in compliance documentation. | |
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Single Sign-On Integration Supports authentication via enterprise identity providers. |
Single sign-on capability is listed as a feature in the integration & security sections. |
Performance & Scalability
(1 Yes /1 Known /5 Possible features)
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Concurrent User Support Maximum number of users who can access the system simultaneously without degraded performance. |
No information available | |
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Calculation Speed Time required to run major risk analytics processes. |
No information available | |
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Maximum Transaction Volume Highest number of transactions processed per day without performance issues. |
No information available | |
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High Availability Designed for minimal downtime and redundant failover. |
High availability and business continuity are explicitly addressed in Fitch Solutions hosting services. | |
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Horizontal Scalability Supports adding resources or nodes to increase capacity. |
No information available |
Deployment & Maintenance
(3 Yes /3 Known /5 Possible features)
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Cloud Deployment Available as Software-as-a-Service (SaaS) in the cloud. |
Cloud deployment as SaaS is standard for Fitch Connect. | |
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On-Premise Deployment Option to deploy on a company’s local infrastructure. |
No information available | |
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Automated Upgrades System updates and patches are delivered automatically. |
Platform receives automated patches and feature updates as part of regular maintenance. | |
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System Monitoring Tools Built-in or integrated tools for system health and performance monitoring. |
No information available | |
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24/7 Technical Support Continuous access to vendor/IT support for issue resolution. |
Fitch Solutions offers 24/7 technical support across its risk platforms. |
Cost & Licensing
(1 Yes /1 Known /5 Possible features)
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Transparent Pricing Clear, published pricing models with no hidden fees. |
No information available | |
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Flexible Licensing Offers user-based, enterprise, or consumption-based licensing models. |
Enterprise licensing and flexible user-based/consumption models are cited by Fitch Solutions. | |
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Modular Pricing Ability to pay for only features/modules required. |
No information available | |
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Implementation Cost Average cost for full implementation and onboarding. |
No information available | |
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Average Payback Period Typical time to realize full return on investment after deployment. |
No information available |
Vendor Reputation & Support
(4 Yes /4 Known /5 Possible features)
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Customer References Availability of reference customers in similar industries or size. |
Reference customers and case studies for sectors such as banking and corporates are available on the vendor website. | |
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Industry Certifications Holds certifications such as ISO 27001, SOC 2, etc. |
Fitch Connect references ISO 27001, SOC 2 and other security certifications in compliance documentation. | |
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Continuous Training Resources Availability of user manuals, tutorials, and ongoing training. |
User manuals, webinars, documentation, and training resources are provided and promoted for onboarding and continuous learning. | |
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Active User Community Vibrant forums and knowledge-sharing among product users. |
No information available | |
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Product Roadmap Transparency Vendor shares updates and future plans with customers. |
Product roadmap transparency and regular updates are indicated in customer newsletters and partner communications. |
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