FI Investment Tracker is built by Granite Hall Solutions LLC, a U.S. software company focused on one thing: investment accounting and reporting for credit unions and community banks. We're not a general-purpose accounting vendor that happens to have a securities module — the product is purpose-built for the FFIEC RC-B / NCUA 5300 workflow your team runs every month and quarter.
A securities subledger that replaces spreadsheets and aging legacy tools: effective-interest amortization, MBS/CMO paydowns, month-end close, call-report support packages, reconciliation, and examiner-ready evidence — designed around how FI accounting and operations teams actually work.
U.S. credit unions and community banks, from roughly $100M to $10B in assets. The vocabulary, the reports, and the controls are theirs — not adapted from a generic ledger.
Your portfolio data stays on your own machine, in an encrypted local database — it never travels to a vendor cloud. We designed it that way on purpose: the safest place for your investment records is in your own building, under your own controls, where we can't lose, leak, or hold them hostage.
Every release is code-signed by GRANITE HALL SOLUTIONS LLC — the verified publisher your IT team sees on install — and ships with a published SHA-256 checksum so anyone can confirm the exact file they ran is authentic and unmodified.
We're a new company, and we won't pretend otherwise or claim certifications we haven't earned. We don't yet hold a SOC 2 attestation. SOC 2 mostly attests how a vendor protects data it hosts on your behalf — and in our model there's no hosted copy of your portfolio data to protect, because it never leaves your machine. That architecture is the point: it removes the very vendor-cloud risk a security review exists to catch, so your team can evaluate and adopt the product without a six-month procurement cycle. As the company grows, our security program will grow with it — and we'll keep telling you plainly where we stand.
Questions, vendor review, or support: [email protected]. Billing: [email protected]. We respond on business days.