Tru RMS is a web-based treasury management system that allows you to effectively analyze and manage the pricing and profitability of your business member accounts. Imagine the benefit of using customized monitoring tools and dynamic reporting capabilities providing views of profitability, portfolio growth, and active opportunities from an individual business member and account officer/owner portfolio level.
Upload/Store Member Transaction Data History
Create New Member Records
Central Repository for Relationship Data
Maintain Call Notes, History Proposals, and Pricing Proformas
Upload Other Member Documents (contracts, approvals, etc.)
Portfolio Revenue and Balance Growth