OnCore XP2 Wisdom: 5300 Call Report Assistant & General Ledger
Expedite the gathering, organizing and uploading of your 5300 Call Report. Save time and resources with Call Report Assistant, an innovative tool for constructing quarterly report data. OnCore XP2 Wisdom represented by United Solutions Company offers exceptional value for credit unions - with comprehensive financial management tools that provide business insight, streamline processes, and save time, while delivering flexibility and ease of use at a competitive price.
Nearly 800 credit unions use Wisdom products to simplify their accounting processes, generate board-ready reports, expedite research efforts, conduct business planning complete with budgets, and save time each month.
OnCore XP2 Wisdom modules are independent, but integrated – they can be used individually or together with more than 30 core systems.
- Wisdom: Accounting - comprehensive accounting software package that delivers industry leading flexibility and ease of use. Using a flexible chart of accounts, the solution includes accounting programs and reports for general ledger, fixed assets, prepaid expenses, and accounts payable.
- Wisdom: Investment Portfolio Management - complete investment and tracking system that supports the preparation of required regulatory reports.
- Wisdom: ALM – forecasting solution that enables credit unions to explore “what if” scenarios to determine the impact of changes in rates and other market conditions. The solution provides for current and historical information reporting, regulatory compliance, and board reporting, as well as budgeting, modeling, and income simulation.
- Wisdom: 5300 Call Report Assistant - helps credit unions expedite the gathering, organizing, and uploading of information needed for their quarterly 5300 Call Reports for the NCUA. It features an intuitive, Windows-based interface that enables credit unions to customize the application.