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Fee Schedule

Sample Plus Report

At the request of our clients we have begun offering an enhanced version of  ALMPro® called ALMPro® Plus. Now we recognize that many clients consider this basic level to be very adequate for their needs and have no interest in an upgrade and we commit to continue providing this basic level of service to any credit union.

ALMPro® Plus is an enhancement/add-on to the basic level ALMPro® Service.  ALMPro® Plus retains the same Classic format, but with additional analyses sequenced into the Report and  Dashboard. The Executive Summary has been integrated into the ALMPro® Plus Report as well.

Fees are based on asset size and, like ALMPro®, consist of a one-time setup fee and ongoing quarterly report fees. Currently the two major components of Plus may be purchased individually or grouped together at a discount. The fee schedule and sample Plus Report are available and can be viewed with the links to the left.

ALMPro® Plus adds the following features to ALMPro® Classic
♦Enhanced Shock Scenarios
● 100, 200, and 300 basis points
♦Enhanced Executive Summary
● Synopsis of Recent National Economic Events
● Analyses of Your Credit Union’s Financial Position
● Analyses of Your Credit Union’s Operations and Earnings
● Analyses of Your Credit Union’s Interest Rate Risk (IRR)
— Using Income Simulation
— Using NEV/Market Value Analysis
● Analyses of Your Credit Union’s Liquidity
● Forecast of Future Rates and Economic Events
● Recommendations for Your Credit Union

Summary: As always, all of our agreements and commitments are quarter-to-quarter. There is no long-term commitment for any Mark H. Smith Incorporated service. ALMPro®Plus increases the level of sophistication and information for our clients. If you have questions about its suitability for your circumstances, we would be happy to chat with you. . Contact Information