The vPortfolio toolkit makes it possible to tackle a variety of different investment projects, such as:
- Do you have excess liquidity to invest? You can buy any credit union permissible investment online at the click of a mouse.
- Wouldn’t it be great to see what a purchase will do to your portfolio before you buy it? Enter the amount you are considering, and then click to see the effect on both your investments ladder and your portfolio composition. You can even print out a detailed pre-purchase report.
- Annual due diligence process made fast and easy!
- Need to see investment reports from a prior period? Not a problem. With vPortfolio, you have access to 2 years of historical portfolio reports and trade tickets, and 3 years of historical ALM reports. (A nice feature to have when examiners are in your shop!)
- Would you like to simplify the bond accounting process? With vPortfolio’s comprehensive portfolio accounting, you will have access to an extensive set of accounting reports on your entire bond portfolio every month.
It gets even better. All of the things mentioned above are absolutely FREE.
That’s right, it doesn’t cost your credit union anything at all.
Plus, access to vPortfolio is available to any credit union.
When it comes to investing funds for your credit union, shouldn’t you have access to the best tools possible? vPortfolio’s platform gives credit unions the most dynamic investments toolkit available.
Whether you are a seasoned buyer looking for sophisticated analytics, or someone who is just getting started with investments, vPortfolio is the toolkit you need to succeed. From online trading to portfolio accounting, vPortfolio gives you the best gear available for a more efficient investments program.
Request a Demo!
If you’re interested in learning more about vPortfolio and how it can benefit your credit union, please fill out the form below. One of our brokers will be in touch with you soon.
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Contact Investment Sales
Call today to schedule an online demo – (615) 232-7900 or (800) 470-3444.
- Cassie Fivecoat, Ext. 7922
Investments Representative, Series 7 and 63 - James Fleming, Ext. 7911
Certificate Sales Representative - Phillip Cochran, Ext. 7950
Chief Investment Officer, Series 7 & 63
