Cross-Sector / Enterprise Fintech › Treasury & Cash Management › Liquidity Management

Plansmith

Budgeting, ALM and planning software for banks and credit unions of all sizes.

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Overview

Plansmith provides budgeting, asset liability management and strategic planning software for banks and credit unions, including interest rate risk and ALM tools to measure risk, analyze trends and compare performance to peers. It also offers advisory and outsourcing services for IRR and cash flow modeling, stress testing and capital planning.

With decades of experience serving financial institutions, Plansmith helps banks and credit unions plan and manage their balance sheets and financial performance.

Key Features

+ Asset liability management (ALM)
+ Interest rate risk measurement
+ Budgeting and forecasting
+ Strategic planning
+ Stress and sensitivity testing
+ Capital planning and peer comparison

Integrations

Core banking systems

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