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.


 

 


FIS Compliance Solutions - San Diego, CA

Established in 1982, FIS Regulatory Solutions has become the most trusted providers and pioneers of advanced and easy-to-use regulatory reporting solutions. We not only have the technical know-how, regulatory reporting expertise and long-standing association with Government regulatory agencies, we also provide superior service and support within the industry and have helped 2 of every 3 banks nationwide modernize their reporting environment.

Our products include: CallReporter Premier for completing and submitting the FDIC quarterly Call Report; TimeSaver Premier automates the collection of data and filing of the Call Report; Y9Reporter assists with the FRB quarterly Y9 reporting; Business Continuity Planning; and Vendor Compliance Management Solution.

For more information about FIS Compliance Solutions, visit our website at www.callreporter.com or contact Yvonne Matsunaga at 1-800-825-3772, ext 232 or yvonne.matsunaga@fisglobal.com.  

advisory services