Designed for cash management funds and term deposit desk managers, Balance provides an excellent platform for 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.
BUILT-IN CRM
PAPERLESS DOCUMENT MANAGEMENT
TWO PART APPROVAL PROCESS FOR NEW TD'S AND MATURITIES
DETAILED REPORTING SUITE
AUTOMATIC EMAILS TO ADI'S
HIGHLY SCALABLE