The Planning Wizard is a powerful tool which facilities the development of multiple forward plans and strategies. Based on the user input, detailed balance sheet and income plans can be projected into the future for almost any future time period.
Planning Wizard
The planning
wizard allows the user to create an unlimited and diverse series of new balance
sheets and income statements based on an existing balance sheet. This is a
sophisticated function that allows plans to be developed quickly and accurately
based on both low level detailed assumptions or high level strategic goals. All
new plans contain data at the lowest level, delivering the full compliment of
reports and scenario functions for each future plan period. Detailed variance
analysis and data mining is also
possible.
Each forward plan period contains the same level of
transactional detail as the existing committed data set. Very detailed income,
balance sheet and risk analysis reports can therefore be created across
reporting periods, and also for each individual
period.
The Planning Wizard is a powerful tool which
facilities the development of multiple forward plans
and strategies. Based on the user input, detailed balance sheet and income plans
can be projected into the future for almost any future time
period.
IMVA - Interest Margin Variance Analysis
ALMIS will detail graphically how the interest margin has
changed.
The RATE variance details the
impact resulting purely from interest
rate changes. A VOLUME variance
is the result of growth or declines
in total asset size, and the MIX
variance details margin movements
resulting specifically from changes to
the product mix.