MILWAUKEE, Wis.— QuantyPhi, a CUSO owned by Corporate Central, has launched a new platform it said is designed to unify asset/liability management and other core financial functions into a single system.
The platform, called ALM360, is delivered through QuantyPhi’s Beastro system and combines ALM modeling, CECL forecasting, liquidity reporting, profitability analysis, financial simulation, trading workflows and peer benchmarking.
QuantyPhi said the goal is to centralize data and assumptions so credit unions can make faster, more informed decisions across their balance sheets.
13 Modules Integrated
ALM360 integrates 13 modules — from net economic value modeling to loan trading — in what the company described as an end-to-end workflow that eliminates the fragmented systems many credit unions have relied on for balance sheet management.
The 13 modules include:
- ALM Modeling – NEV, NII, NI simulation across multiple scenarios
- Simplified ALM Modeling – Rapid projections using Call Report data
- Liquidity Reporting – Real-time liquidity analysis and coverage metrics
- CECL Modeling – PD-LGD – Probability of Default/Loss Given Default
- CECL Modeling – SCALE – Simplified CECL Allowance Loss Estimator
- Financial Simulation – Financial planning and forecasting
- Optimization – Strategy determination and testing
- Trade Simulation – Pre-trade impact analysis
- Investment Performance Reports – Comprehensive returns and risk insights
- Peer Analytics – Benchmarking against custom peer groups
- Profitability – Product and portfolio performance
- Loan Trading – Whole loan portfolios and participations
- Investment Trading – Fixed income securities (coming soon)
Analyzing Risk
QuantyPhi said the system is designed to help institutions analyze risk, design strategies and validate them through advanced modeling, scenario testing and optimization tools.
“With ALM360, balance sheet management moves from siloed analysis to a single strategic framework,” QuantyPhi President Adam Stone said in a statement. “It gives credit unions the visibility to understand risk, the ability to test ideas, and the confidence to set a long-term course.”
Corporate Central President and CEO Chris Felton said the new platform reflects the corporate’s commitment to simplifying complexity for member credit unions. “ALM360 brings strategy, risk, liquidity and execution together in one place so teams can act quickly and responsibly,” he said m a statement.
White Paper Published, Webinar Planned
To support the rollout, QuantyPhi released a white paper titled “The Unified Balance Sheet Management Platform for Credit Unions,” and will highlight the tool through a webinar series, ALM360 Spotlight: Modernizing Balance Sheet Management. The sessions will offer guidance on managing risk, improving performance and using the system’s integrated capabilities, the company said.
For more information, go here.
