Pricing

When your institution is licensed for the Pricing module, then the Pricing page allows you to view all the relationships that you are authorized to see.

You can view your relationships and relationships that belong to officers who are assigned to you.

Tip: For an overview of the Financial Performance Suite (FPS) Pricing functionality, review the FPS Pricing Training Guide.
  • Pricing Loans
    Each row on the Pricing Loans page provides key information about a single instrument for proposed and booked loans when the grid is not filtered or summarized.
  • Pricing Deposits
    Each row on the Pricing Deposits page provides key information about a single instrument when the grid is not filtered or summarized.
  • Pricing Services
    Each row on the Pricing Services page provides key information about a single service when the grid is not filtered or summarized.
  • Pricing Relationships
    You can add and manage user-defined pricing relationships in the Pricing module.
  • Pricing Opportunity
    If your institution is licensed for the Pricing module and you have the necessary permissions, then the Pricing Opportunity page allows you to view a list of instruments associated with a relationship.
  • Rate Sheets
    The rate sheets tool is designed to help financial institutions analyze the profitability of existing and potential loans and deposits.
Parent topic: Financial Performance Suite
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