Trusted advisory services for credit unions

Accolade has been helping credit unions with balance sheet management since 2007. Whether you’re a large or small credit union, we can help you through our various advisories find success.

ALM Advisory

Custom analytics.
Strategic modeling and validation.
Personal, dedicated support.

ALM Advisory

Accolade can assist your credit union in developing a sound ALM program that will enable you to maximize your finanicial performance. Through our IRR Analysis, Model Validation and CUAnalytics, we provide custom analysis, reporting and tools for strategic insight, empowering you to effectively manage your ALM program.Learn More

Investment Advisory

Strategic portfolio management.
Unbiased partnership.
Peace of mind.

Investment Advisory

Accolade Investment Advisory works as your credit union’s personal financial planner, with no minimum requirements on portfolio size. Our unbiased investment advisors will provide your credit union strategic investment guidance based on your balance sheet and risk tolerance to help you maximize income.Learn More

Strategic Advisory

Customized.
Consultative.
Actionable.

Strategic Advisory

Accolade Strategic Advisory focuses on leveraging the extensive risk-management experience of Accolade’s staff to assist credit unions. We’ll work one-on-one with credit unions and their boards on strategic planning to guide you to future success.
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Loan Advisory

Full transparency.
Forward looking.
Loan-level analytics.

Loan Advisory

Our loan advisory service goes beyond reporting and takes loan-portfolio management to the next level with our forward-looking analysis, which provides full transparency into your portfolio.Learn More