Pricing
Priced for credit unions, not for enterprise ALM budgets.
Two plans for credit unions of every size. Every plan starts with a 14-day free trial, and we'll tailor pricing to your institution.
Free trial
14 days
The complete Basic plan for 14 days. No card required.
- Import your 5300 Call Report data
- Treasury base curve and dashboard risk verdict
- NEV/EVE, NII sensitivity, balance sheet, income statement and market value reports
- Standard NCUA ±100 / 200 / 300 bp shock ladder
- Accounts, multiple simulations and snapshots
- One credit union
Basic
Pricing on request
Everything a credit union needs for supervisory IRR measurement.
- Import your 5300 Call Report data
- Treasury base curve and dashboard risk verdict
- NEV/EVE, NII sensitivity, balance sheet, income statement and market value reports
- Standard NCUA ±100 / 200 / 300 bp shock ladder
- Accounts, multiple simulations and snapshots
- One credit union
Advanced
Most capablePricing on request
For modelling beyond the supervisory ladder.
- Everything in Basic
- Custom scenarios: any shock beyond the standard ladder
- Advanced rate engine: yield-curve twists, custom curve shapes, user-defined and scenario rates
- Multiple credit unions on one account
- API access (add-on)
Need an invoiced contract or custom terms? Contact us.
Questions
What happens when the trial ends? +
Your trial runs the full Basic plan for 14 days, no card required. When it ends, choose a plan to keep working.
How is pricing set? +
Pricing depends on your plan and your institution. Tell us a little about your credit union and we will send you a quote, usually within one business day.
Can we pay by invoice? +
Yes. For invoiced or custom contracts, contact us and we will set it up.
Can we manage more than one credit union? +
The Advanced plan supports multiple credit unions on one account, which suits CUSOs, consultants and leagues.
Run your first IRR analysis today
Start from your own 5300 data. 14-day free trial, no card required.