With FTN Financial's Portfolio Accounting System, PASPort, portfolio management didn't just get easier — it gets better.
By signing up for PASPort, not only can you keep track of your entries and data online, but you'll also receive updated factors, rates, call information, Moody's and S&P ratings, and FTN Financial trades. Our proprietary system even generates regulatory, board, management and peer reports — reports you are likely creating from scratch.
Plus with instant access to your portfolio online — access that gives you up-to-date book values, market values, and analytics all at your desktop, 24/7 — it's easier for you to analyze trade ideas and manage your risk.
And when you're face-to-face with auditors and regulators, we provide all the required accounting reports, plus an annual SSAE 16 review. We will even work with your auditors to streamline their process - all in an effort to ease stress during your review.
FTN Financial also offers a wide array of sophisticated reports, including detailed sector analysis and rate shock information. This is your portfolio's crystal ball. We cannot guarantee the market will move in your favor, but with PASPort we can help you understand the potential impact to your portfolio.
Our portfolio analytics give you the ability to evaluate your overall portfolio instead of looking at each security in a vacuum. What happens if interest rates change? We provide you with the hands-on tools to look at your portfolio in future tense, helping you understand how to be prepared for reinvestment opportunities.
With FTN's portfolio analytics, you're not blindly managing your portfolio, you have a full understanding of what it looks like. We help you uncover hidden risks and make better decisions for your institution.
To get your PASPort today, please contact your sales representative or call us at 800.456.5460.