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Platinum Economy

Our Economy package is recommended for classic, small, core credit unions that want to offer basic share and loan services to their members.

Back Office Feature Highlights

  • 2-user license bundle
  • Integrated, customizable General Ledger
  • Auto Payroll Interface for non-ACH payroll deductions
  • Enhanced General Ledger for fixed assets, prepaid expenses and accruals

Marketing Tool Highlights

  • Report writer for creating custom reports and CSV files for Word or Excel
  • Web Hosting – user friendly page maintenance by CU

Member Service Enhancement Highlights

  • Power Teller Cash drawer with inventory feature for money orders, gift cards, etc.
  • Share Certificate renewal notices and standard share certificate documents
  • Holiday skip-a-pay including automatic fee posting
  • Safe and Simple statement export for FedComp Supply statement/marketing program

Record Retention Highlights

  • All reports have PDF ability for electronic storage
  • Archive capability for storing history

Lending & Collection Highlights

  • Loan application processing with integrated credit bureau inquiry and loan officer reports
  • Collateral and insurance tracking with notices for missing documents or expired policies
  • Credit bureau reporting for all three major credit bureaus
  • Delinquency notices
  • Integrated CUNA insurance calculator
  • Loan coupons printable to plain paper or pre-printed forms

Reporting Highlights

  • Bank reconciliation for multiple cash accounts
  • FIDM, FinCen and OFAC match reports
  • Budgeting report with MTD and YTD status of budget versus actual performance
  • Dormant account notices and fee posting
  • Enhanced IRA which allows credit union transaction tracking and reporting
  • NCUA 5300 export for NCUA Credit Union online

4 Software Packages
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Credit Union Data
Processing Systems

Used in over 3500 credit unions