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Stratman Sweep Manager

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Secure top member deposits overnight

Administer and manage fully compliant, in-house sweeps in just minutes every day with the software trusted by hundreds of credit unions across the nation.

Here are some quick features:

  • Offers unparalleled protection in excess of NCUA insurance using on-balance sheet overnight repos
  • Automatically and securely generates and delivers required daily repurchase agreement confirmations for members
  • Provides your credit union with control of rates, fees and sweep thresholds that complement your existing deposit solutions
  • Simplifies taxes for top depositors, ensuring only one 1099 tax form per account
  • Automatically creates NCUA-required confirmations, annual disclosures and other notices, and archives them for six years

Stratman Sweep Manager serves: Credit Unions

How it works

Our solution is crafted with usability and simplicity in mind. The stand-alone software is deployed on-premises – eliminating data security concerns and API limitations. Our software imports data from any core system automatically by using a daily file.

Daily sweep account balance processing takes only minutes. Following your daily pricing of securities, the solution optimizes the allocation of member balances and pledged securities in excess of NCUA limits.

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Sweeps made simple

Deliver peace of mind to your members with a sweep program that is easy to explain, delivers proven performance and is fully compliant. Stratman Sweep Manager has enabled financial institutions to serve thousands of households while passing audit and regulatory examination for nearly 25 years.

Schedule a demo

Interested and want to see Stratman Sweep Manager in action? Take a moment and schedule our free demonstration so you can see the product at work. Our team will walk through the features and interface with you, answering any questions along the way.

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