First Southwest Company’s MC Planning Group offers some of the most advanced and sophisticated financial management software available to depository institutions today.

MC Planning’s Portfolio Manager System features proprietary software covering all aspects of investment portfolio management, asset and liability management. It provides clients the flexibility to assign pledges on securities, consider the impact of swaps, generate graphs, analyze various cash flows and print specific reports.

The Risk Manager from MC Planning is sophisticated modeling software to measure interest rate risk -- one of the largest risks on your balance sheet. The Risk Manager models each loan individually by interfacing with your core system. Investments are loaded and modeled at the cusip level, allowing a more accurate and detailed risk analysis.

The Profit Manager is MC Planning’s comprehensive asset and liability management system with an impressive list of features such as board reporting, ratio and yield analysis, comparative budget reporting, and profit and loss reports by branch. This powerful system also provides a user-friendly budgeting and long-term planning module to help prepare annual budgets and strategic plans.