Paragon

Paragon

corfinancial
+
+

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About

BankManager Elite is a centralized banking operations and document management platform designed to help financial institutions streamline documentation, exception tracking, and workflows so teams stay organized, compliant, and prepared for audits. It provides real-time exception tracking with built-in escalation tools and role-based workflows that automatically flag missing or outdated documents, plus integrated document imaging to scan, store, index, version, and securely retrieve files electronically. It supports loan and deposit lifecycle management with structured workflows and full visibility into each account, and offers custom dashboards and dynamic reporting for internal reviews, audits, and board meetings. As a unified workstation for lenders and customer service representatives, BankManager Elite consolidates loan and deposit information, including collateral and documentation exceptions, into a single interface, helps teams quickly resolve inconsistencies.

About

Managing business critical tasks within fixed income portfolios used by US banks and other firms. Paragon is a fixed income portfolio accounting solution, processing bonds and money market instruments based on three primary business functions: trade capture, processing and reporting. Accounting and position-keeping platforms help banks manage their exposures on a day-to-day basis. When it comes to reporting concise information to executive board members and stakeholders, however, old style paper reports are generally not only dull in presentation style but often lack graphics to provide clarity and reflect notable changes or exceptions. Paragon offers inventory, cash flow, maturity and management reports that are enriched with visually appealing graphics. This will provide greater insight to all stakeholders and inform decision makers based on data extracted directly from Paragon’s records.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Community bank operations, lending, and compliance teams that need a centralized platform to manage documentation, track exceptions, and maintain audit-ready records across loan and deposit lifecycles

Audience

Banks and fixed income accounting

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ASI
United States
abs.asiweb.com/solutions/bankmanager-elite

Company Information

corfinancial
United Kingdom
www.corfinancialgroup.com/financial-software-products/paragon/

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Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim BankManager Elite and update features and information
Claim BankManager Elite and update features and information
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Claim Paragon and update features and information