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Credit Unions

If you're one of the largest, deepest and most successful fixed income firms off Wall Street, you didn't get there by thinking of credit unions as just institutions. You think of them as unique entities with specific needs.

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eFolio

Over 10 years ago, Morgan Keegan launched eFolio®, the first truly interactive proprietary online portfolio management system for institutions. Interact with your portfolio online, run what-if scenarios, shock your portfolio using interest rate assumptions and more. Institutional clients can access eFolio at any time from any computer – giving you constant access to your portfolio and Morgan Keegan’s inventory and research.

  • View Inventories
  • View Cashflows
  • Shock Portfolios
  • Simulate Trades
  • Run What-if Scenarios
  • Create Customized Reports
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