Designed for cash management funds and term deposit desk managers, BALANCE provides an excellent platform for the day-to-day management of a large term deposit ledger. Combined with our General Ledger, you'll have a holistic solution covering your corporate accounts and the reconciliation of cash at each of the ADI's.
Integrated CRM
Paperless document management
Two part approval process for new deposits and maturities
Detailed reporting suite for decision support
Automatically instruct despoit taking institutions via email
Highly scalable