Automate Your 5300 Call Reports Processing

Take the Pain out of Call Report Preparation with Clearwater

The National Credit Union Association (NCUA) filing requirements for 5300 Call Reports can be challenging for credit unions. Multiple classifications requirements, new guidance from the NCUA on new and existing classifications, and more can make it difficult for credit unions to prepare reports in a timely manner. Clearwater improves quarter-end regulatory filing processes with accurate and automated reporting functionality.

Accurate and Reconciled Investment Accounting

Clearwater 5300 Call Reports
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Clearwater's market-leading investment accounting engine is independent, accurate, precise, and robust—and it is updated daily. No other investment accounting platform can provide you with up-to-the-day, audit-quality accounting information to generate your Call Reports.

Automated Classifications

Clearwater’s proprietary classification process will automatically assign Weighted Average Life groupings in accordance with NCUA requirements, as well as Schedule B classifications for the securities in your portfolio. As a daily system, Clearwater will use the most up-to-date information to correctly classify securities for these investment-related Call Reports. This means you will no longer need to manually classify securities for each Call Report schedule. Instead, you will have more time to analyze and understand your data and make high-level decisions about the portfolio.