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ease
features
design
support

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Description

The Precise API is a streamlined solution that connects and aggregates business accounting data for enterprise users, including financial institutions, lenders, and fintechs. Offers essential insights into the financial health of business clients, including historical, real-time, and forecasted performance. The Precise API makes it simple to retain small business clients.

Description

At Total Bank Solutions, we leverage extensive industry expertise, cutting-edge business methodologies, and proprietary technology to deliver adaptable wealth management services. Our Insured Deposit Program offers cash investors the advantage of enhanced FDIC insurance, while simultaneously providing participating banks with a reliable, diverse, and cost-efficient source of deposit funding. This program also facilitates the placement of reciprocal deposits within a cohesive deposit sweep solution. With assets exceeding $80 billion under administration (AUA), TBS stands out as a prominent provider of insured deposit programs in the financial sector. Additionally, the TBS Loan Management System serves as a comprehensive platform for securities-based lending, bridging the gap between banks with surplus lending capacity and intermediaries, along with their clients. This innovative approach enables advisors and financial institutions to present clients with competitively priced securities-based lines of credit, offering more favorable rates and tax benefits compared to traditional home equity loans, ultimately enhancing customer satisfaction and financial flexibility.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Basiq
Clear Books
Exact Online
FreeAgent
FreshBooks
Harvest
MYOB
MYOB AccountRight
Microsoft Dynamics 365 Business Central
NetSuite
Plaid
QuickBooks Online
QuickBooks Online Advanced
Reckon One
Saasu
Sage Accounting
Sage Intacct
Wave Accounting
Xero
Zoho Books

Integrations

Basiq
Clear Books
Exact Online
FreeAgent
FreshBooks
Harvest
MYOB
MYOB AccountRight
Microsoft Dynamics 365 Business Central
NetSuite
Plaid
QuickBooks Online
QuickBooks Online Advanced
Reckon One
Saasu
Sage Accounting
Sage Intacct
Wave Accounting
Xero
Zoho Books

Pricing Details

First 25 Companies Free
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ForwardAI

Founded

2022

Country

Delaware | Vancouver | Toronto | Chandigarh

Website

www.forwardai.com

Vendor Details

Company Name

Total Bank Solutions

Founded

2002

Country

United States

Website

totalbanksolutions.com

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

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