Strategic Partners


We have established strategic alliances with a number of highly respected companies that share our dedication to helping clients achieve their performance objectives.

We value our relationship with these exceptional partners who distribute and support Plansmith products to meet their clients’ needs.

Learn more about each of our partners by clicking on the company's name in the menu on the left.


 

 


Fed Reporter, Inc. - Calabasas Hills, CA

Fed Reporter, Inc. is a leading provider of Regulatory Reporting software to hundreds of U.S. chartered financial institutions nationwide. Fed Reporter includes the team of professionals that started DPSC Software in 1982 and bring well over 120 years collective experience in the Bank Regulatory Call Reporting industry as well as relationships with the U.S. banking regulatory agencies. Fed Reporter's flagship product, SmartCall is a FFIEC Call Report software solution that utilizes advanced technology and innovative design to customize the product to the unique Call Reporting requirements of the bank to present an easy to use environment to simplify the preparation and verification of the Call Report.

Other products include Fed Reporter's SmartExpress which integrates with the bank's core processor to collect the required data to automate the completion and filing of the Call Report with an extensive audit trail to support any examination. Fed Reporter's SmartY9 also utilizes advanced technology to provide bank holding companies with the software to file the FRB Y9C or Y9SP reports.

For more information about Fed Reporter's regulatory solutions visit our website at www.fedreporter.net.

advisory services