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Plansmith
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What Plansmith offers credit unions
Plansmith offers financial-planning software and advisory services built for credit unions and community banks. Through its Compass platform a credit union can handle budgeting, forecasting, and reporting, with combined ALM and interest-rate-risk analysis that reads loan-level payment data to track prepayments. Its advisors, including former examiners, support strategic planning, liquidity and capital risk, and CECL.
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Credit unions that work with Plansmith 18 publicly referenced
Compiled from public press releases, case studies and client announcements — the ↗ links go to the source. These are public references, not member reviews.
AllUS Credit UnionCA↗
Amplify Credit UnionTX↗
Central One Federal Credit UnionMA↗
Corporate America Family Credit UnionIL↗
Eastex Credit UnionTX↗
Fortera Credit UnionTN↗
Harbor Pointe Credit UnionMN↗
Healthcare Systems Federal Credit UnionVA↗
Horizon Federal Credit UnionWA↗?
Infuze Credit UnionMO↗
Kellogg Community Credit UnionMI↗
Members Community Credit UnionIA↗
NET Federal Credit UnionPA↗
NuMark Credit UnionIL↗
Sun Community Federal Credit UnionCA↗2
Superior Choice Credit UnionWI↗
US Eagle Federal Credit UnionNM↗
Wichita Federal Credit UnionKS↗