Menu Close

Software Solutions

Software Solutions is The Baker Group’s proprietary family of industry-responsive programs proven to help community financial institutions improve their performance.

Because interest rates and cash flows can change quickly, it is vital for financial institutions to have access to effective reporting and analytic tools that enable them to make informed decisions, manage assets and liabilities, track liquidity risk, and satisfy regulatory needs.

By integrating interest rate risk, liquidity risk, and investment portfolio management, these programs enable your financial institution to build a portfolio that achieves earnings goals while managing and monitoring overall balance sheet rate risk. We call this total resource management.

*The Baker Group, LP is the sole authorized distributor for the products and services developed and provided by The Baker Group Software Solutions, Inc.

Intelligent Banking Reporting and Analytics Management Solutions

BBA
Baker Bond Accounting®

Clear, concise reports for presentation to the investment committee or the board of directors.

APM®
Advanced Portfolio Monitor

Analyzes and graphically displays information for all types of bank-eligible fixed income securities, including municipal bonds, mortgage-backed securities, CMOs, and callable agencies.

IRRM®
Interest Rate Risk Monitor

Better manage the future impact of changing interest rates to your institution’s profitability and equity position.

BSM®
Balance Sheet Monitor

Quickly and efficiently project budgets from one to five years.

MCA
Muni Credit Analysis

The Baker Group's proprietary municipal credits database provides crucial material for both prepurchase and post-purchase credit reviews. Highly trained analysts decipher financial statements and official statements on behalf of investors and create user-friendly reports to make the credit review process as simple and efficient as possible.

DLM
Dynamic Liquidity Monitor

The Dynamic Liquidity Monitor allows users to simulate multiple “what if” scenarios to assess impacts on balance sheet liquidity. It is effectively a dynamic “sources and uses” model that enables you to adjust assumptions on a variety of things.

News

Interest Rate Risk in 2024: Model Assumptions in a Falling Rate Environment

After a little more than two years and 525bp worth of rate hikes, the Federal Reserve has started to signal that rate cuts are on…
Read More

It’s Time to Enhance Your Contingency Funding Plan

The great financial crisis of 2008 brought a slew of new banking regulations and guidance. More specifically, guidance related to best practices for liquidity risk…
Read More

Baker Market Update
2024-04-12

If the Fed’s job of engineering a “soft landing” for the U.S. economy wasn’t difficult enough, it just got a little trickier this week, potentially…
Read More

Baker Market Update
2024-04-05

Happy Jobs Friday everyone! Investors were uneasy this week after recent economic data and comments from Minneapolis Federal Reserve President, Neel Kashkari, suggested that interest…
Read More

The Week Ahead
Apr 8-12, 2024

Click Here to Watch Video Presented by: Ryan Hayhurst – President Ryan@GoBaker.com 800.962.9468
Read More

The Week Ahead
Apr 1-5, 2024

Click Here to Watch Video Presented by: Ryan Hayhurst – President Ryan@GoBaker.com 800.962.9468
Read More

1601 NW Expressway, 21st Floor
Oklahoma City, OK 73118

Phone: 405.415.7200
Toll-Free: 800.937.2257
Fax: 405.415.7392

Fill out my online form.

Check the background of this firm and your investment professional on FINRA’s Brokercheck.