Deposit Management Software

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