Capital Adequacy and Planning System

Stay Ahead of Regulatory Scrutiny and Keep Your Financial Projections Current

It's a robust, yet easy to use tool!
We designed our software with the needs of community bankers in mind. Our system is unique because it uses your bank's chart of accounts and specific forecast assumptions to more accurately model any scenario. In addition, it has the flexibility to reflect any interest rate environment or capital stress situation. That gives you more analytical power than you've ever had. Plus, our web-based version is easy to implement and even easier to use, and we back it up with complete training and ongoing customer support.

It delivers tangible benefits.
By implementing our innovative Capital Adequacy and Planning System your institution can:

• Stress the impact to capital of any possible market scenario
• Model baseline, worst case, best case, etc. scenarios
• Budget the upcoming fiscal year
• Determine minimum thresholds to meet and maintain sufficient regulatory capital ratios

An effective tool that provides value to the organization.
Here is a partial listing of our basic feature set:

• Application delivered via internet
• Standardized management reports
• Handy Import/Export features
• Unlimited number of forecasted period configurations
• Customizable chart of accounts
• Average and ending balance computations
• Multiple models
• Capital Excess or Shortfall

Growth Input Screenshot (JPG)
Forecasted Results Screenshot (JPG)
Capital Ratio Screenshot (JPG)