Strategy
is the solution in Asset/Liability modeling software for today's financial
institution. It's an easy to use model which allows what if analysis
for changes in interest rates, loan demand, mergers, major asset acquisitions
or any changes in your operation. The model uses historical and re-pricing
data from your host system to update the model allowing you more time
to analyze your results instead of inputting data. Strategy uses your
historical information to tell you where you have been and where you
are today and the model will forecast where you are going tomorrow
in easy to understand reports and graphs. Strategy is more than an
asset/liability model which measures your GAP and interest rate sensitivity,
it also is an excellent cost accounting/budgeting tool.
Strategy
is designed with your needs in mind - we at Management Information
Plus understand that your institution has unique modeling and reporting
requirements. We will customize the training and installation around
your expertise and needs - we will provide ongoing support as your
modeling requirements change over time. You will not be held hostage
to predefined formats - instead the system is designed around your
financial statements, chart of accounts, interest sensitive assets
& liabilities and cost centers.
Strategy
is designed to accommodate any size financial institution and meets
all regulatory requirements - the system includes GAP analysis,
Rate Volume analysis, interest rate risk management, graphics and
a lot more. Strategy produces Board-quality reports, graphs, and
management information. The results of your model are also intended
to be integrated and interfaced in your monthly Board reports (Chairman)
for ongoing comparative analysis.
Strategy's
components include balance sheets, income statements (summary and
detailed) in your Chairman Board report format and each of your
interest sensitive assets and liability types (loans, investments,
deposits and debt). Each installation of Strategy is designed and
tailored to your institution and as your modeling needs change Strategy
can be easily adapted to meet your new reporting and modeling requirements.
Strategy
uses data from your general ledger, host system and The Controller
(Aries file download management database tool) to update the model.
This allows you to see where you have been and where you are currently
so you will have a road map to help guide you on where you are going.
Having your historical data interfaced allows you to analyze your
results instead of entering data in the system. All reports are
on a monthly basis for the previous year, current year and next
year and are quarterly for year's three through five.
Strategy
is your Asset/Liability software solution for today's internal and
external reporting needs and will meet your reporting needs tomorrow.