Local data custody
Customer portfolio data stays on the institution-controlled workstation or server. The website handles checkout, licensing, downloads, docs, and support intake.
Customer-controlled investment tracking
Investment tracking for banks and credit unions.
FI Investment Tracker helps banks and credit unions track the full life of investments, import legacy data cleanly, produce call-report support packages, and keep local restore points without hosting portfolio data with us.
Designed for lean teams
Replace spreadsheet chasing, ad hoc evidence pulls, and month-end scramble work with repeatable controls.
Built for buyer trust
Desktop data custody, signed releases, local snapshots, and vendor-risk documentation are part of the launch package.
Ready for paid pilots
Start with one source conversion, one month-end support package, and one restore drill before wider rollout.
Controlled imports
Preview spreadsheet, legacy-product, and provider data before commit with duplicate detection, exception review, source hashes, balancing totals, and rollback checkpoints.
Reporting workflow
Prepare FFIEC RC-B/NCUA support packages, FedReporter/DataLink extracts, CECL support exports, ALM-ready fields, verification letters, and examiner evidence packages.
Payment lockout
Signed local licenses allow read/manual backup access while blocking paid write, restore, import, month-end, and report workflows after subscription grace expires.
First close target
Sell a paid pilot to institutions still managing investment records through spreadsheets, manual call-report support schedules, or legacy desktop tools.