State-of-the-art Budgeting and Financial Management software.

Take your budgeting and financial management reporting to a higher level with Fidelity Regulatory Solutions affordable software, FinancialManager™. The power, convenience  and ease of FinancialManager™ creates accurate and professional budgets, financial statements, board reports and comparison models for your financial institution.

Powerful software that is a breeze to set up

Our FinancialManager software is easy to install and comes with pre-defined standard bank budget categories and descriptions. Additional budget items can be defined and added as needed for clear, concise reporting. FinancialManager has multiple growth algorithms that quickly generate budget numbers. Plus, income and expense dollar amounts for your asset/liability items are automatically calculated based on specified interest rates.

Reliability coupled with flexibility

FinancialManager delivers reliability and unparalleled flexibility with:

• User-defined asset, liability, income and expense categories.
• Easy navigation utilizing familiar point and click techniques.

More reasons to choose FinancialManager™

Budgeting features

FinancialManager™ opens the window to professional, impressive budget reports with:

• Branch and cost center level budgeting with consolidation features
• Automatic growth algorithms
• Multiple interest rates connected to indices for accurate interest income and interes expense calculations
• Built-in performance ratios
• User-defined Balance Sheet with Income Statement categories

Performance Reporting

Our financial management software includes performance reporting features that will save your institution valuable time and include:

• Average and month end balances
• Performance ratios
• Yield and costs calculations
• Federal, state and local tax calculations 
• Board level Balance Sheet and Income Statement

Comparison Features

Now your institution can create powerful management reports with the following comparisons:

• Budget, prior month and annual comparisons
• Volume and rate analysis
• Concise Board report summary comparisons
• Actual and average comparisons
• Graphs and Performance Ratios of current versus prior year

Toll-Free Customer Support Line

Knowledgeable and professional technical support is just a phone call away. Our toll-free support line is available Monday-Friday from 6 AM to 5 PM PST.

The power, convenience and ease of FinancialManager makes it a breeze to create accurate and professional budgets, actual and average financial statements, board reports and comparison models.

For more than 15 years, FIS has served as a technology leader in providing powerful, affordable and easy to use regulatory reporting software that delivers unparalled service and support to the financial services industry. Call 800.825.3772 for more information about the power and ease, and affordability of FinancialManager. Or, for a free product demo, contact our sales department at regsales@fnf.com