Budgeting and asset liability management software for banks and credit unions.
Plansmith serves community banks and credit unions, not family offices or private wealth clients. The company's entire product suite, including budgeting software, asset liability management tools, CECL compliance solutions, and strategic planning services, targets regulated depository institutions navigating interest rate risk and examination requirements. There is no evidence on the site of any family office, private wealth, or high-net-worth offering.
The company has operated for over 50 years and counts thousands of community financial institutions among its clients. Its named products include Compass, BankersGPS, and StrategyGPS, all positioned for bank and credit union finance and planning teams. Client testimonials reference budgeting simplification and strategic planning for bank presidents and CEOs.
Family offices evaluating this directory listing should note that Plansmith does not serve the wealth management or family office segment. No relevant offering exists for investment teams, family office principals, or private wealth operations.
For over 50 years, we've worked with many banks and credit unions who have struggled with these issues.
On Plansmith, from a family-office user
Phone and email support listed; free discovery call offered.