Standard Portfolio Alerts
You can set up unlimited custom alerts across any number of portfolios, but we also provide a few default alerts to help you stay ahead of risk:
FHR Update Alert:
At the start of each month, all Rapid Ratings users in your organization receive an email listing any rating changes in your master portfolio.
Private Company Ratings Update Alert:
Primary users receive this alert via email the day after a private company rating is completed for your organization. It ensures you’re promptly informed of any newly finalized ratings.
Portfolio Risk Performance Alert:
Primary users also receive an additional email from [email protected] with links to the Matrix (Excel) and Portfolio Risk (PDF) reports for the master portfolio.
Please Note: If you or any users within your group are not receiving any of these alerts, but should be on the distribution list, please let us know at [email protected].
You can learn how to set up proactive monitoring alerts on your various portfolios in Setting up Alerts for yourself. |
Setting up Alerts for Specific Reports
In a few other articles, we covered the Matrix Report, Portfolio Risk Report, and Ratio Extraction Report.
Did you know you can schedule email alerts to receive these reports for any portfolio at the frequency of your choosing?
Simply navigate to Program Management > Report Scheduler on our Platform and click on "Create."
Specify a name for the alert (subject line of the email you'll receive)
Choose the portfolio and report type(s)
Select a delivery frequency: weekly, monthly, or quarterly
For more details, please reach out to [email protected] or your dedicated Client Success Manager.