Financial Planning

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    Market RiskLiquidityCapital AdequacyMargin Management & FTPFinancial PlanningHedge AccountingData Platform

    Overview

    The ALMIS® Financial Planning module is a forward looking planning and analysis tool. It can project the balance sheet forward with user defined assumptions, enabling the application of the full ALMIS® analysis and reporting functionality to the future/planned balance sheet.Designed with numerous bank/building society -specific features, it enables the quick creation of complex plans and powerful balance sheet and income simulations.

    Features

    • Easy to use interface to input business assumptions
    • Uses same base data
    • Unlimited number of plans, forward income and balance sheet projections
    • Variance analysis against actuals or prior plans
    • Dedicated product follow-on functionality
    • Drill-down to detailed breakdown of margin movements
    • Outputs at sufficient detail to calculate forward looking LCR, IRRBB and Capital metrics
    • Outputs suitable for ALCO presentation
    • Engineered for speedy performance
    'One of the biggest advantages of having a full ALM solution is that it’s underpinned by a single source of data. With this new regulatory reporting functionality, any data brought into the system populates the returns automatically, eliminating the need for any manual input.'
    Robin Collett, Financial Controller
    'ALMIS International have bent over backwards to help us and to guide our IT people through the installations. We’re always treated as a priority and not left to fix things ourselves. The company is more than just a software provider, they’re very much a partner.'
    John Free ­– Regulatory Accountant