Tru RMS℠

Summary

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.

Product Features

  • 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.)