Software to Help You Budget with Confidence, Quickly Generate Reports, and Automate Data Entry
Don’t Let Spreadsheets Limit Your Ability to Grow
Quickly Import Core System Data
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
Core Data Integration Eliminates Manual Data Entry
Customizable Board Reporting Saves Time
Fully Integrated ALM Satisfies All IRR Regulatory Compliance
Cloud-Based Branch and Cost Center Budgeting with Multi-User Access
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
Ready to save time and money with comprehensive,
easy-to-use budgeting software?
Version of Compass
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Compete, Earn, and Grow
1827 Walden Office Square, Ste. 350
Schaumburg IL 60173
Toll Free: 1.800.323.3281