Investment Tools
QuantyPhi utilizes innovative tools to help regularly review your portfolio’s performance, helping leaders understand risk and improve asset/liability management.
- Consistently achieve top-tier performance.
- Identify and unlock hidden earning opportunities.
- Minimize exposure to unnecessary risks.
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.
Mortgage Servicing Rights Analysis
QuantyPhi’s advanced MSR valuation model calculates the value of a credit union’s mortgage loan servicing income on sold loans, while retaining the servicing rights as a revenue stream.