PortPro Product Information:

Bond Accounting - Analytics - PALMS - Home Value Explorer

PortPro Bond Accounting from SS&C Technologies, Inc. provides financial institutions of all sizes with a complete and affordable bond portfolio accounting solution. PortPro Bond Accounting is part of the PortPro family of services, which includes PortPro Analytics, and PALMS, the PortPro Asset Liability Management Service.
Efficient, Affordable and Easy to Use	Performance Reporting
PortPro Bond Accounting features advanced Internet delivery. A familiar browser-based interface makes it easy to use, and it works with both Microsoft Internet Explorer and Netscape Navigator. PortPro Bond Accounting is secure. Your data is encrypted during transmission to ensure its integrity. PortPro Bond Accounting is affordable. You can use all of the PortPro services for one low monthly fee with no up front system investment. PortPro Bond Accounting interfaces with any trading system as well as with other PortPro products. PortPro Analytics PortPro Asset/Liability Management Service (PALMS) Convenient to use because you view and print reports, as well as import and export data, from your desktop. And, all activities and transactions are performed and executed online. Securities are priced daily, using the most accurate pricing vendor for each type of security.	Addresses your bond accounting needs with summary management information and drill-down detailed reports. PortPro Accounting addresses all applicable regulatory reporting requirements. Special graphical management report set available with PortPro Plus, a customized set of reports for use by the Board of Directors or ALCO Committee. PortPro Bond Accounting is timely and is delivered to your desktop PC with user defined reports. Allows real-time Portfolio access with online trade update capabilities. Eliminates month end surprises by allowing you to review data before closeout.
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Whether it’s complying with regulatory requirements, analyzing the current composition, performance and risk exposure of your portfolio or having the information you need to make the right pre-purchase decisions, PortPro Portfolio Analytics provides an affordable, easy to use solution for your institution.

Portfolio Analytics from SS&C Technologies, Inc. provides financial institutions of all sizes with a complete and affordable investment portfolio analysis solution, on the Internet.

Efficient, Affordable and Easy to Use

Advanced Internet delivery. A familiar browser-based interface makes PortPro easy to use.

Secure. Advanced encryption technology protects your data.

No system or software investment. PortPro services are available for a low monthly fee - there are no up front system or software costs.

Integrated. PortPro services are fully integrated, providing you with comprehensive financial management tools.


Convenient. Reports are available at your desktop, through the internet.

Accurate:

Daily Market Valuations from the premium vendor for each security type.

Full descriptive securities database.

Comprehensive Reporting and Online Simulation Tools:

      Analytics Report Set

      Powerful Online Simulations

Complete risk analysis reporting allowing you to comply with risk management regulatory requirements.

Interest Rate Risk (IRR) reporting, including graphical management reports.

Comprehensive GAP analysis reporting.

Analysis reports can be exported to different formats, including plain text and Excel

Cashflow, duration and rate sensitivity analyses

Economic Value of Equity (EVE) reporting, including report detail and graphical management reports

Online, interactive simulations are available in minutes, allowing you to make critical, timely business decisions.

Individuals security analyses utilizing PortPro's full descriptive securities database.

Security A vs. B swap analysis.

CUSIP-level stress test any individual security.

EVE, IRR, and Gap regulatory simulations.

What-if portfolio simulations.

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SS&C Technologies, Inc. introduces the new industry standard for advanced A/L management: PALMS, the PortPro Asset/Liability Management Service. Its ease of use, comprehensive reporting, powerful analytics and affordability provides state of the art A/L management to financial institutions of all sizes. PALMS imports data directly from your G/L, loan, deposit and investment systems rather than relying on Call Report information, giving you access to the full optionality of your balance sheet. No data entry is required on your part and you can begin reviewing reports and performing simulations on your balance sheet online in minutes. This means PALMS is more timely than traditional A/L systems. It’s also more accurate and detailed because it analyzes your balance sheet asset by asset and liability by liability. PALMS’ powerful simulation capabilities allow you to evaluate the impact of a specific asset or liability on your balance sheet. And PALMS is easy to use. You access your balance sheet directly on the Internet and there is no system maintenance.
Efficient and Easy to Use	Performance Reporting and Analytics
Advanced Internet delivery. A familiar browser-based interface makes PALMS easy to use. It works with both Microsoft Internet Explorer and Netscape Navigator. At the same time, PALMS securely encrypts your data during transmission so you have no security problems. Interfaces with your current systems by importing files from your: - General Ledger - Bond Accounting - Loan System - Deposit System View and print reports, as well as import and export data, from your desktop. And, all set up activities and simulations are performed and executed online. User defined A/L categories that can be modified online. PALMS gives you control over categorizing your data.	The Projected Income at Risk and Market Value at Risk reports help you manage for increased performance while addressing IRR regulations. Other reports included are: - Historical Performance Analysis - Historical Income Analysis - Balance Sheet Composition - Balance Sheet Supporting Data PALMS data is timely. Since PALMS uses input directly from your G/L systems and not Call Report information, reports and analyses are more timely than that of other systems. PALMS is accurate and detailed because it analyzes your balance sheet asset by asset and liability by liability and is not based on aggregate category amounts. PALMS’ powerful, flexible simulation capabilities give you the ability to evaluate the impact of a specific asset or liability on your balance sheet. You can simulate every product and every offering price on your balance sheet.
( back to top ) Automated Valuation Models (AVM's) are proving their worth, providing lenders and their customers benefits such as lower cost, faster turnaround and consistent, unbiased responses when compared to traditional valuation approaches. Home Value Explorer gives you access to the tool developed and is used internally by Freddie Mac. So what does that mean to you? Home Value Explorer is the only truly national automated valuation model. Built from a combination of data from Freddie Mac's national repository of real property information and property data obtained from public record, Home Value Explorer can streamline your collateral value process by providing coverage in 2,700 counties in all 50 states. Home Value Explorer is Freddie Mac's proprietary valuation tool based on over 10 years of model development and data expertise. Origination, quality control, loss mitigation, portfolio valuation - Home Value Explorer is able to give you immediate access to accurate value estimates that can be used in all aspects of the loan process. Every day, Freddie Mac uses the technology behind Home Value Explorer to conduct their own operations. And they test it rigorously every quarter. Ongoing quality control measures take properties from recent transactions to blind-test the models and to recalibrate as necessary. In other words, not only does Freddie Mac offer it for you to use, they base their own success on it. ( back to top ) © 2001 SS&C Technologies, Inc. All rights reserved.