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Account Analysis Modeling™ (AA Modeling) is the essential tool for Cash Management sales. This system interfaces with any commercial account analysis and billing system. Dynamically show potential customers the value of banking with your institution via the web. Pro forma statements provide unlimited modeling and competitor benchmarking, using your bank's branding and service descriptions.

The CAA Suite can help you become more competitive by evaluating business accounts with comprehensive billing, profitability, and analysis systems. Carefully track and present balances on deposit, interest credited for those balances, and details regarding volume and price for each service, according to each bank. The CAA Suite will be a profit center for your bank and will keep customers happy.

Designed for optimum flexibility utilizing the latest interactive technologies, View 360 is a browser-based solution capable of providing account analysis billing statements via the Internet. Give your staff the tools they need to successfully acquire new accounts, aggressively cross-sell additional services, and effectively retain existing clients.

Bank Xtensible Billing™ (BXB™) produces the TWIST BSB (Bank Services Billing) and ANSI X12 822 files for electronic transmission of bank billing, regardless of the location or the originating institution. BXB™ will handle foreign currencies and multiple taxes, and will generate and archive Bank Services Billing (BSB) statements according to the TWIST global standard and 822 statements according to the ANSI X12 standard.

Federal Reserve Manager captures service-related information contained in the FRB billing summary, making it possible to review and compare FRB accounts, fees, and products being utilized. FRM enables banks to track service and volume charges over time, and it creates trend reports on Federal Reserve services on a “per office” basis.

Outsource Express is designed for banks that choose to outsource certain commercial account services to another bank, such as lockbox and controlled disbursements. It converts these outsourced services directly to the bank's own privately labeled services.

Bank Relationship Manager Edge is a comprehensive analysis system that allows corporate treasury departments to establish control of banking relationships. BRMEdge allows treasurers to make decisions based on every balance, every rate, every price, and every service volume in every statement.

Receive all the benefits of BRMEdge by outsourcing your account analysis requirements to us. Your monthly statements will be balanced and verified with discrepancies noted by your dedicated WFG account analysis professional.

BRMEdge (Bank Relationship Manager Edge Software as a Service) is the same powerful system as BRMEdge On-Premise but in a new flexible deployment.

BAWeb eliminates the repetition associated with managing multiple bank relationships and complicated authorities by systematically relating bank accounts, account contacts, account signatories, signatory limits, and authorities with each parent company or subsidiary via the Internet.