Investment Advisory
QuantyPhi provides the necessary analytical tools, market insights, and reporting resources to thoroughly evaluate current risk positions, asset-liability forecast assumptions, balance sheet strategies, and management reports.
- Investment security transactions performed through Concourse at no additional markup/markdown
- Yearly investment benchmark
- Investment security safekeeping
- Monthly investment accounting
- Yearly non-maturity share study
How will QuantyPhi help your credit union?
- Experienced ALM experts act as your credit union's risk consultant and advocate giving you assurance that your entire risk profile is captured.
- Reduce costs by relying on our ALM technology, personnel and our access to market data a fraction of the cost of doing it internally.
- Make strategy-based investment decisions and model the expected impact before deploying funds.
More From QuantyPhi
Board / ALCO Training
QuantyPhi offers training in ALM, investment, liquidity, and risk management through personalized sessions, seminars, workshops, and virtual meetings.
Investment Advisory
Through our partnership with Concourse Financial Group Securities, Inc., QuantyPhi and Corporate Central offer credit unions Investment Advisory services to help achieve balance sheet optimization goals.
SimpliCD Issuing / Investing
The SimpliCD program helps your credit union maximize profitability with excess funds, attract new deposits, and streamline cash flow management and recordkeeping.