Engineered the way institutions actually operate.
Accuracy, control, and security are the product — not afterthoughts. Here is how that shows up in everything we ship.
Customer-controlled by design
Your investment data lives in your environment, with on-device restore points you control. Granite Hall holds licensing and billing metadata — never your portfolio.
That single decision changes the risk profile of the software. There is no vendor cloud holding your book, no third party to breach, and no question at review about where the institution's data resides. It resides with the institution.
Examiner-ready accounting
Effective-interest accounting, an immutable audit trail, and call-report support — engineered to stand up to an NCUA or FFIEC review.
Every figure is traceable to its source, every change is recorded, and the reports a controller hands to an examiner come with the tie-outs that make them defensible. The goal is simple: nothing to explain away at review.
A modern replacement for legacy
Bring your book over from aging investment trackers in one import, then stay current with software that is actively maintained and supported.
Legacy trackers age out, lose support, and quietly become a liability. We built a one-step migration from tools like AIR and ACE so the changeover is a decision, not a project.
Security first
Encrypted local storage, code-signed installers, hardened headers, and least-privilege access — with a published security contact.
Security is not a page on the website; it is the way the software is built and shipped. And because the institution holds its own data, the most sensitive information never leaves the building in the first place.
Four commitments, in every release.
This is what FI Investment Tracker is built on.
The clearest way to understand the approach is to see it applied.