 | Still spending a lot of time tracking your investments? Surprisingly, many credit unions are. Valuable time and effort is spent on paperwork — forms to fill out, reports to calculate — it never ends. And not only is calculating monthly reports tedious, but susceptible to human error. Fortunately, help is just a click away... |
QuickTrack is an investment portfolio manager designed specifically for credit unions. It puts the reports you need right at your fingertips: investment reports, financial reports, even parts of the dreaded 5300 report. Over two dozen of them are calculated automatically and ready to print at a moment's notice.
It's also easy to use. Adding an investment to its database only takes 15 to 20 fields, and the information is taken right off the purchase confirmation. Once set up, QuickTrack requires very little maintenance. Things such as interest calculations and investment maturities are handled automatically.
Of course, we could tell you more about QuickTrack, but we'd rather show you. We have an interactive tour set up so you can explore the program right from your web browser. We also have samples of the over two dozen reports QuickTrack can generate, which you can browse, print, or even get customized versions of. If you have any questions you can contact Trade Systems Inc. and we'll gladly help you out.