NACUSO Marketplace Provider
Organization Name: QuantyPhi
NACUSO Membership: Standard
Year Formed: 2017
Description of Your Services: QuantyPhi is a credit union–owned CUSO that delivers advanced balance sheet strategy, analytics, and execution solutions through ALM360, a unified balance sheet management platform. QuantyPhi also offers ALM Validations, CECL validations, Liquidity Framework Reviews, Non-Maturity Deposit Studies, and Mortgage Servicing Rights Valuations.
ALM360 brings together advanced modeling capabilities for ALM, CECL, and liquidity, with additional tools for financial simulation, optimization, profitability, trade simulation, peer analytics, and integrated investment and loan marketplaces, all in a single, modular platform powered by one consistent data set and set of assumptions. By eliminating fragmented systems and manual reconciliation, QuantyPhi helps credit unions move from siloed analysis to connected balance sheet intelligence, supporting clearer governance, faster scenario evaluation, and more confident strategic decision‑making.
Services You Provide:
Accounting Services:Services for Credit Unions
Consulting Services:Regulatory Advocacy and AdviceOperational Services (Consulting)Financial ServicesStrategic Planning
Investment Services:Securities Sales to MembersConsulting Re: Member Investment ServicesSecurity Sales/Advisory Services for Credit Union Portfolios
Operational Services:ALM Management
Why should a credit union use your services?: Credit unions use QuantyPhi because managing the balance sheet has become too complex for disconnected tools and point solutions. With ALM360, credit unions gain a single source of truth across risk, strategy, liquidity, earnings, and execution. Every model, report, and simulation draws from the same data and assumptions, improving consistency, governance, and confidence at the board and management level.
QuantyPhi and ALM360 enable credit unions to:
- Reduce vendor sprawl by consolidating ALM, CECL, liquidity, planning, and analytics into one integrated platform
- Evaluate interest rate, liquidity, and earnings risk in real time and test strategies before acting
- Move seamlessly from analysis to execution using built‑in trade simulation, optimization, and marketplace connectivity
ALM360 is designed to support cooperative values while helping institutions of all sizes make better balance sheet decisions in an increasingly dynamic environment.
Are You a CUSO?: Yes
Are there investment opportunities for credit unions?: No
Describe Your Business Model:Fee for services.
Are you currently seeking additional users/customers?: Yes
Do you offer discounts or other benefits for NACUSO Members?: No
Website Link: https://quantyphi.com/