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Routing Number:
275082866

Investment Performance Reports

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QuantyPhi’s Investment Performance Reports module empowers credit unions to monitor, analyze, and optimize their investment portfolios with detailed, real-time insights.

  • Security-level and portfolio-level metrics for actionable insights
  • Real-time analytics for balance sheet optimization and liquidity reporting
  • Regulatory-ready, customizable reporting

Learn More About Investment Performance Reports

Ready to See ALM360 in Action?

Experience the difference that QuantyPhi’s Investment Performance Reports module can make for your credit union. Gain deeper insights, streamline your reporting, and make confident, data-driven decisions with comprehensive portfolio analytics. 

Book an ALM360 demo with QuantyPhi today and see how Investment Performance Reports can elevate your investment oversight.