Looking for a New Service Provider? Baker’s Software Solutions Service Package Includes: Asset/Liability Analysis – Interest Rate Risk Monitor (IRRM®) Your management team will find that The Baker Group’s quarterly review of the loan and deposit information outlined in the Interest Rate Risk Monitor and Asset Liability Analysis is an effective tool in managing your risk and performance. Bond Accounting – Baker Bond Accounting® (BBA) The Baker Group will provide you with accurate, easy-toread reports delivered electronically to you each month. Investment Analysis – Advanced Portfolio Monitor (APM®) The Advanced Portfolio Monitor is a key monthly report that we utilize to help you measure, monitor, and manage the overall risk and performance of your investments. Balance Sheet Liquidity – Dynamic Liquidity Monitor (DLM) 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. *The Baker Group LP is the sole authorized distributor for the products and services developed and provided by The Baker Group Software Solutions, Inc. www.GoBaker.com Oklahoma City, OK | Austin, TX | Dallas, TX | Long Island, NY | Salt Lake City, UT | Springfield, IL | Member: FINRA & SIPC There are times when other firms discontinue offering the services and software that you depend on each day. When these situations occur, The Baker Group stands ready to serve you and your financial institution. We offer a variety of proprietary software solutions including Baker Bond Accounting® (BBA) and Baker’s industry renowned Interest Rate Risk Monitor (IRRM®). The Baker Group also provides broker dealer services and trusted fixed income investment advice that is customized specifically for each client. Whether you have lost your current provider or are looking to see what else is available, The Baker Group is offering new clients our proprietary software packages to you at no charge for six months. To obtain the resources you need to maximize the performance of your financial institution, contact our Financial Strategies Group at 800.937.2257, or FreeTrial@ GoBaker.com. For almost half a century, The Baker Group has been committed to serving our community financial institution partners. We are one of the nation’s largest independently owned securities firms specializing in managing fixed income investments and interest rate risk analysis. Six-Month Free Trial
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