Introducing... Premier Portfolio!
For the first time, Balance Sheet Solutions, LLC credit union clients are now able to perform many of their daily investment activities all in one location, including…
- Read Daily Commentary & Weekly Relative Value
Gain access to educational content that tracks market and economic trends, analyzes key releases and watches ongoing political developments. Understand the impacts of current events on credit unions.
- Quickly View Current Rates
Stay in the know – view daily rates in the same location where purchase decisions are made.
- View Portfolio Holdings
See current investments online and easily export into a spreadsheet format.
- Access Documents and Reports
Easily access key documents, monthly statements and overall market analyses.
- View and Buy Offerings
Review a list of available security offerings and highlighted specials – place “buy” orders right from the convenience of your desk, AND… connect directly into the SimpliCD website to make CD purchases.
What you gain...
- More information
- More access to online tools
- More flexibility added to your calendar
- More time to focus on your members
- More efficiency