On-Demand Diligence & Finance Compliance
GenEQTY provides instant loan impact simulations with clear advice—without any complicated setups or tech integrations. Close more deals confidently, driving greater growth stability for the businesses you support.
Immediate Diligence and portfolio compliance.
Instantly access cash management data to evaluate your businesses' financial health. Compare against real-time industry benchmarks without digging through messy models.
Effortless Insight—No Integration Needed
Quick Setup: Your portfolio businesses can easily sync all their different banking providers within minutes.
No Technical Hassles: There’s no need for complex integrations or IT support.
Immediate Access: Start accessing valuable financial data right away.
On-Demand Financial Health enchmarking
Immediate Insights: Receive real-time financial health and cash management diligence reports.
Industry Benchmarks: Compare performance against industry-specific models to see where your businesses stand.
Informed Decisions: Use accurate data to make smarter financial choices quickly.
Simulate Forecasts for Investment Strategies
Interactive Modeling: Simulate financial forecasts against your investment strategies or loan offers.
Risk Assessment: Understand potential outcomes and risks before making decisions.
Optimize Returns: Tailor your strategies for maximum profitability based on simulated results.
24/7 Compliance and Monitoring
Continuous Oversight: Detect problems or opportunities with around-the-clock monitoring of your investments.
Regulatory Compliance: Stay ahead of compliance requirements effortlessly.
Proactive Alerts: Receive timely notifications to address issues before they escalate.
Double Opportunities, Halve the Effort
Redefine the way you analyze your investments. Our platform consolidates insights from multiple banking channels for a comprehensive view.
Early Problem Detection Alerts
Stay ahead with 24/7 monitoring that identifies financial risks before they escalate, giving you peace of mind.
On-Demand Financial Health Scores
Get a complete view of your clients’ financial standing with industry-tailored scores, all in one easy-to-understand dashboard.
Loan Impact Analysis
Simulate the impact of new deals on a business instantly, helping you make smarter capital decisions backed by real-time data.
Transform Your Portfolio Management with Our Complete Diagnostic Report
Prepare to centralize all your portfolio data effortlessly with our Complete Portfolio Diagnostic Report. Our dedicated team ensures that every critical detail about your companies is easily accessible from day one. This platform supported approach provides you with immediate insights, eliminating the need to sift through endless reports or navigate complex systems.
Reimagine The Diligence Process
GenEQTY empowers financial institutions to navigate compliance laws effortlessly. Our investment monitoring ensures you stay ahead of potential issues, safeguarding your operations.
Smart
Eliminate the need for messy data compilation and complex reports.
Secure
Navigate financial oversight and compliance laws effortlessly with our secure, regulation-friendly platform.
Qualify for a Free Trial
Ready to see GenEQTY in action? We’re offering financial firms the opportunity to qualify for a free trial. Our team will sync one of your investments with our platform, so you can experience firsthand how GenEQTY can transform your operations.