CU*Answers & McQueen Financial Advisors Partner for ALM Analysis
CU*Answers, a core processing CUSO, and McQueen Financial Advisors, an SEC-registered Investment advisory and Asset Liability Management (ALM) provider have partnered to deliver a more robust ALM file exchange that will include investment, certificate, and rate history. Balance sheet and income statement data will also be used in the ALM tool. This new file exchange
