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Premier Portfolio

 

Managing your credit union’s investments has never been so simple. Join the 400+ credit union investment decision-makers using Alloya Investment Services’ online system, Premier Portfolio.Premierportfolio 229x64

What do you stand to gain? In addition to streamlining your daily investment to-do list, you’ll enjoy greater flexibility, invaluable tools, convenient educational content and increased confidence in the portfolio decisions you make.

What-If Analyzer

  • Investment decisions should not be a guessing game. With Premier Portfolio’s What-If Analyzer, you can perform pre- and post-purchase analyses to determine if a certain security is the right match for your portfolio.

Expansive Offerings

  • Now with more options than ever before, you can easily view current security offerings and highlighted specials, and place “buy” orders from anywhere. Choose from Bank Notes Callable, SBA Pools, Corporate Bonds, CMBS Pools and more.*

Quick Access to SimpliCD and the Loan Participation Platform

  • Connect directly to the SimpliCD system or Alloya’s Loan Participation Platform to explore the investment vehicles available in the CD market or the loan participation marketplace.

Accessible Documents and Reports

  • With a click, you can view and export current investment holdings, key accounting and investment portfolio reports, monthly statements, trade confirms, market analyses, and more.

Timely Information and Education

  • Get the information you need, fast, and in a variety of formats – ranging from written publications to videos to webinars and more. We track market and economic trends, analyze key releases and watch ongoing political developments, then share our findings in Premier Portfolio so you can quickly determine the impacts of current events on your credit union.

*Broker-dealer transactions are facilitated through ISI, member FINRA/SIPC.

Save Time and Reduce Effort

Streamline your investment to-do list from start to finish through a secure, online system.

Enhance Effectiveness

The What-If Analyzer provides the transparency you need to execute an investment decision with confidence.

Find Peace of Mind

Our team of investment professionals are only a phone call away when in need of additional investment support or guidance.

Premier Portfolio Sneak Peek

Take a sneak peek....

View the Premier Portfolio Demo*

*The demo is located behind Premier View.  If you do not have access to Premier View, simply request a copy now.

What you gain...

  • Streamlined investment management
  • More investment options
  • Powerful pre- and post-purchase analytics
  • Timely and convenient educational content
  • Greater confidence in your investment decisions
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