Plansmith Email Format
Software DevelopmentIllinois, United States11-50 Employees
Plansmith is a Schaumburg, Illinois-based software development company that has supported financial institutions for fifty years. It provides a unified planning platform designed to simplify budgeting, risk management, and decision-making by integrating core system data to produce annual budgets, long-range forecasts, automated board reporting, and ALM analytics. The firm also offers advisory services to assist clients when expert guidance is needed. Its client base consists of financial institutions, including banks and credit unions, seeking to streamline planning and asset-liability management. In 2021, Plansmith launched Budget Playbook, a development aligned with expanding its product offerings.