Faster, More Efficient Company Data Monitoring

Having detailed data on every company gives sales and risk teams the advantage over competitors.

But having so much information makes it time consuming for them to find what they need.

Our portfolio management tool allows you to create customised dashboards. They only show the data you need on the companies that are important to you. This saves time and makes your business more efficient.

Introducing our growth score — Understand which companies are genuinely growing in the UK

Customise your data into portfolios

Your sales and risk teams only need certain information for their day-to-day operations. Providing non-essential data makes assessing this information confusing and time consuming.

Our portfolio management capability provides your team with a simplified view, allowing users to group data that only they need.

Why Use Our Portfolio Management Tool?


Group Companies

Organise company information by the data fields most important to you.


Export Portfolio Data

Export bespoke portfolio data for documentation and further analysis.


Set Notifications

Choose which team members are alerted when a portfolio’s data changes.

Unique Data

Upload Manual Lists

Upload a list of prospects to the portfolio from your CRM and monitor them.

Path 174

Supported by a Dedicated Customer Success

Our customer success teams are on hand to help you get the most of your data. 


Over 140+ Search Filters

Drill-down to find the information you need, using over 140+ filters including location, SIC codes, detailed financials and more. 

All the data you need, at a glance

  • Created with Lunacy
  • Created with Lunacy
More sources than any other data provider

We draw more data from more sources than our competitors. These include government databases like Companies House, The Gazette and HM Land Registry.

Predictive financial health scores

We assign a predictive financial health score to every UK company. This allows you to make better decisions on which companies to invest in and which ones to avoid.

Simplify data analysis

Make faster, better decisions to improve company performance. 

Data enrichment

Our AI algorithm is at the heart of Red Flag Alert. It takes new and historical business data and turns it into powerful company insights. 

Detailed data on every UK company

We have over 100 data points on every UK business, providing an in-depth view of each company’s financial health.

About Portfolio Management

Our innovative portfolio management tool gives your business increased capabilities and increases efficiencies within your teams. Customise data into appropriate pots, and only give access to the people who need to use it. You can also manipulate and analyse the data to include the attributes you need.


Learn How Red Flag Alert Helps You Monitor Financial Risk More Efficiently

Our data can help you make faster, better business decisions. Request a free demo and discover how Red Flag Alert can help you grow your sales and protect your business.

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