Software to Help You Budget with Confidence, Quickly Generate Reports, and Automate Data Entry
Quickly Import Core System Data
Enhance Budget
Accuracy with Integrated Forecasting
Comprehensive ALM with IRR, Liquidity, Stress Testing
Customizable Board Reporting and Cloud-Based Dashboards
Plansmith Software Saves Time and Provides Superior Analysis
for Enhanced Decision Making
Eliminate the Manual Data Entry of Spreadsheet-Based Budgets
Streamline the Monthly Board and ALCO Reporting Process
Prepare for Management, Board,
and Examiner Meetings with Confidence
Cloud-Based Reporting
Customizable Executive DashBoards
tell your story with easy-to-understand
graphics and traffic lighting. Access your
numbers and reports from any phone,
tablet, or computer.
Liquidity and Cash Flow Modeling
Built-in cash flow modeling automates
Sources and Uses Schedules and reports
your future liquidity positions. Easily create stress scenarios for Secondary Funding and Contingency Funding Plans.
Prepayment Tracking and Modeling
Compass automatically calculates prepayment speeds for you. By analyzing loan by loan payment data, Compass tracks both historical and current prepayment activity within your individual loan categories and types.
Easy-to-Customize Board and ALCO Reports
Quickly generate budget, forecast and Board reports on a monthly, quarterly, or annual basis. Customize the level of detail and time horizons to fit any audience – Management, Board, or Examiners.
Choose the Version of Compass that is Right for You or Schedule a Discovery Call to Identify the Perfect Fit
easy-to-use budgeting software?
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Contact
1827 Walden Office Square, Ste. 350
Schaumburg IL 60173
Toll Free: 1.800.323.3281
Local: 1.847.359.4045
Fax: 1.847.705.8200
info@plansmith.com