Premier Portfolio

 

Managing your credit union’s investments has never been so simple. Join the 400+ credit union investment decision-makers using Alloya Investment Services’ online system, Premier Portfolio.

What do you stand to gain? In addition to streamlining your daily investment to-do list, you’ll enjoy greater flexibility, invaluable tools, convenient educational content and increased confidence in the portfolio decisions you make.

What-If Analyzer

• Investment decisions should not be a guessing game. With Premier Portfolio’s What-If Analyzer, you can perform pre- and post-purchase analyses to determine if a certain security is the right match for your portfolio.

Expansive Offerings

• Now with more options than ever before, you can easily view current security offerings and highlighted specials, and place buy orders from anywhere. Choose from Bank Notes Callable, SBA Pools, Corporate Bonds, CMBS Pools and more.*

Quick Access to SimpliCD and the Loan Participation Platform

• Connect directly to the SimpliCD system or Alloya’s Loan Participation Platform to explore the investment vehicles available in the CD market or the loan participation marketplace.

Accessible Documents and Reports

• With a click, you can view and export current investment holdings, key accounting and investment portfolio reports, monthly statements, trade confirms, market analyses, and more.

Timely Information and Education

• Get the information you need, fast, and in a variety of formats – ranging from written publications to videos to webinars and more. We track market and economic trends, analyze key releases and watch ongoing political developments, then share our findings in Premier Portfolio so you can quickly determine the impacts of current events on your credit union.

*Broker-dealer transactions are facilitated through ISI, member FINRA/SIPC.