INVESTMENTS (SIMPLIFIED)
Our tools are your tools.
Put them to work.
Do not waste your valuable resources investing in portfolio management tools and technology.
Not because these tools aren’t beneficial; but because we’ve already made that investment for you. When you choose Alloya Investment Services, you gain access to a suite of tools to make your investment life easier.
It's tool time.
Online Investment Management through Premier Portfolio. Managing your credit union’s investments has never been so simple. Join the 400+ investment decision-makers using Premier Portfolio to streamline their daily investment to-do list. You’ll enjoy greater flexibility, invaluable tools, convenient educational content and increased confidence in the portfolio decisions you make. Plus, the system now features a new What-If Analyzer with pre- and post-purchase analytics to take the guesswork out of investing!
INVESTMENT PORTFOLIO ANAYTICS
INVESTMENT ACCOUNTING
THIRD-PARTY CREDIT ANALYSIS
powered by BondEdge
From interest rate risk to sector to credit risk, BondEdge delivers robust analytics, in-depth reports, stress testing, pre-trade “what-if” scenario analysis and more. In turn, you’ll strengthen your decision-making, better control risk and maximize balance sheet returns.
powered by TPG's Portfolio Genius
Manage your credit union’s portfolio online with the support and experience of our team behind you. This easy-to-use, web-based bond accounting system can help ease bond accounting burdens, simplify your fixed income securities process, and provide a seamless data interface for Bloomberg Data License.
through Gimme Credit
Gimme Credit is an independent, high-quality credit research tool that enables your credit union to better manage and systematically monitor the credit risk associated with corporate debt investments, expand your credit union’s investment universe with the potential to enhance income, and satisfy the requirements mandated by your examiners and regulators.
Our tools are your tools. Put them to work.
Our job is to make your job easier.
*Premier Portfolio is the online investment management system offered through Alloya Investment Services. Alloya Investment Services provides broker-dealer services to credit unions nationwide. The broker-dealer services include Marketable Securities through CU Investment Solutions, LLC (member FINRA/SIPC) and brokered CDs (through SimpliCD, a product of Primary Financial). Alloya Investment Services is a division of Alloya Corporate FCU’s wholly owned CUSO, Alloya Solutions, LLC. To learn more about Alloya Investment Services, visit www.alloyacorp.org/invest.