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Portfolio Monitoring

Proactive monitoring of critical business changes to drive business workflows and maintain key data sources.
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Product Overview

Portfolio Monitoring is designed to empower clients with proactive, event-based alerting on critical business changes. This product is a combination of the existing Portfolio Monitoring service, now with powerful API functionality for seamless integration.
 
Portfolio Monitoring addresses the problems of manual checks and delayed updates by providing alerts only on the companies and businesses that matter to you, ensuring timely action.

How It’s Used

Event Based Alerting
Receive proactive alerts on business changes across four key areas: credit and score changes, identification data changes, detrimental data changes, and non-limited data.
Configurable Profiles
Set up flexible profiles to monitor specific lists of companies against various alert types.
You can create profiles tailored to any client use case, such as by sector, industry, or region.
Flexible Delivery
Get alerts daily, weekly, or monthly as required, delivered via our online portal or directly through the API.
Seamless API Integration
Integrate monitoring within your existing workflows and journeys, enabling actionable
data journeys based on alert-driven processes. This includes managing monitoring lists and viewing alerts directly within your business processes.
Centralised Monitoring Management
Add and remove companies from profiles and review/process alerts via both our online portal and the API, offering flexibility and compatibility.
Comprehensive Data Sources
Alerts are generated from a variety of internal and external sources, including Companies House, CCJ data, and Gazette data from the High Courts.

Key Stats

45 
different events can be monitored using the service
1M
companies can be monitored with the same performance as 1 company
75%
Automating your data processing can reduce turnaround times by 75% or more

Transform Your Operations With Real-Time Business Monitoring

It addresses the problems of manual checks and delayed updates by providing alerts only on the companies and businesses that matter to you, ensuring timely action. The API allows these data updates to be seamlessly integrated into your onboarding processes, due diligence systems, and other essential business workflows. This eliminates the need for multiple logins or systems to review, streamlining your operations and ensuring your data is always current and aligned with external sources.

Proactive Monitoring

Get Cloud-Hosted Data Access 
Gain instant access to commercial datasets integrated seamlessly with your systems.
Scalable Platform
Monitor 1 or 1,000,000 companies with equal power and performance.
Customise For Your Needs
Our solution can be fully tailored to meet your criteria and business objectives. 

Frequently Asked Questions

The system can monitor every company on the Equifax database because of its innovative design. Monitor 1 or 1m with equal ease.

Key sources such as Companies House, CCJs, Gazettes and Equifax scores and limits can all be monitored.

Alerts are sent daily, weekly, monthly, or quarterly as required.

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Connect with our team and discover how this product can meet your business needs.


The personal data that you provide via this form will be processed in order to deal with your enquiry and for marketing purposes unless you have opted-out of receiving marketing communications. As a result of this processing, your personal data may be transferred to countries outside of the UK and European Economic Area (EEA). Please see the Equifax Credit Reference and Related Services Privacy Notice for more information about how we will process your personal data.

To access your Personal Credit Report, visit https://www.equifax.co.uk

To query your Personal Credit Report or get help, visit https://help.equifax.co.uk/EquifaxOnlineHelp/s/

To access your business credit report, download our Business Report form and return your completed form to us via post or email using the information provided on the form.

Send an email to our customer service team via hello@equifax.com and we'll get in touch with you directly.

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Want to know more about the benefits our Portfolio Monitoring service can provide? Contact our experts today.
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Discover More About Our Portfolio Monitoring Service

Download our brochure for more information on our comprehensive alerting solution.
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