ALM & Forecasting Software
Advanced ALM Built for Strategic Thinking CFOs
Existing positions shape future strategic and financial flexibility. Quantifying impact on earnings and capital arms CFOs with insights to keep customers trust no matter what.
Business Challenges Solved
Compliance and Beyond: Power Strategic Advantage
As CFO, you’re pulled in many directions, managing risk, guiding strategy, and supporting the entire C-Suite with business insights. Our software helps you cut through the noise. It makes it easy for you to see what matters most in both the short and long term, so your team can stay focused, work together, and make sound decisions faster with fewer surprises.
Differentiators
Cutting-Edge Service And Technology
Executive-Level Insight & Decision Support
- Board-Ready Dashboards: Intuitive, high-impact visualizations designed for your Board and C-Suite consumption – clear, concise, and actionable.
- Finance-Grade Drilldowns: Arm you with detailed insights that go beyond surface-level data to drive strategic decisions.
- One-Click Future View: Instantly visualize how today’s decisions affect future earnings, capital, and balance sheet structure.
Speed, Scenario Planning & Forecasting
- Instant What-Ifs: Run complex rate and balance sheet scenarios in seconds, supporting agile, data-driven decision-making.
- Multi-Scenario Forecasting: Forecast up to 5 years across multiple rate, balance sheet, and expense structure scenarios to support capital planning and earnings guidance.
- Long-Term ALM Vision: See EVE/NEV, ALM results, and capital implications, for any time slice from your 5-year forecast, empowering long-range strategy and risk posture alignment.
Regulatory Confidence & Simulation Depth
- Static Simulations for Examiners: Built-in regulatory-focused simulations that meet examiner expectations with clarity and accuracy.
- Dynamic Income Simulations: Model income volatility under shifting rate environments to support stress testing and strategic planning.
- Capital & Earnings Risk Analysis: Evaluate risks to earnings and capital under adverse conditions to meet regulatory and internal risk mandates.
Profitability & Cost Optimization
- Profitability by Asset Class: Identify which asset categories will drive or drag performance under various rate and curve scenarios.
- Effective Cost of Funds Modeling: Understand breakeven points and funding strategy implications across multiple interest rate environments.
Advanced Interest Rate Risk Management
- Automated Yield Curve Scenarios: Instantly model complex, non-parallel yield curve twists – no manual setup required.
- Beyond Parallel EVE/NEV: Real-world rate shifts are rarely parallel. Our models automatically simulate realistic curve twists to support ALCO and regulatory discussions.
- Future Earnings Clarity: Clearly see how current contracts and positions impact future earnings and capital across a wide range of rate environments.
Client-Centric Support & Training
- Responsive Client Support: Call us when you need us. We’re here to help, with knowledgeable people who understand your business, and happy to make your life easier.
- Flexible and Individualized Training Options: Training is scheduled around your team’s availability, ensuring minimal disruption and maximum value.
Transparency & Audit-Readiness
- Assumption Transparency: All modeling assumptions are clearly displayed – examiners and auditors appreciate the clarity and traceability.
As a CFO, I wear a lot of hats, keeping us compliant, steering long-term strategy, and making sure leadership has the clarity they need. This platform has been a turning point. It takes the noise out of the data and puts the big picture and the critical details right in front of us. We’re now quicker to align, smarter in our planning, and better prepared for whatever’s next. – CFO
Featured Insight
How Multi-Year Forecasting Fuels Strategic Success for Financial Institutions
Financial institutions operate in a dynamic environment where strategic planning is crucial for long-term success. Wouldn’t it be valuable for organizations to utilize tools that help visualize the economic implications of achieving or not achieving their strategic goals?
