The Modern Platform for Municipal Finance
Replace fragmented spreadsheets and legacy systems with one integrated platform for relationship management, bond modeling, and refunding analytics.
Still Running Your Desk on DBC and Spreadsheets?
Legacy tools weren't built for modern muni teams. Cluttered interfaces, manual processes, and zero client visibility — it's time for something better.
No CRM, No Single Thread
What's that contact's email? Where's the file? Muni teams piece together deal context from email threads, shared drives, and memory.
Hours of Manual Refunding Work
Get rates from the desk, paste into DBC, export, build a PowerPoint, save PDF, email. Hours of error-prone work for every update cycle.
Zero Client Visibility
Issuers call asking for updates. There's no portal, no shared view, no way for clients to self-serve on deal progress or documents.
One Platform. Every Workflow.
MuniCRM brings your entire municipal finance operation into a single, purpose-built platform.
Relationship Management
Track issuers, contacts, service providers, and deal pipelines in one place.
Bond Modeling
Price bonds, build debt service schedules, optimize par amounts, and run scenario analysis.
Refunding Monitor
Screen your portfolio for savings opportunities with real-time rate curves and NPV analysis.
Client Portal
Give issuers secure, branded access to their deals, documents, and reports.
Built for Enterprise
Security, compliance, and control that meets the standards of the world's largest banks.
SOC 2 Ready
Architecture designed from the ground up for SOC 2 Type II compliance.
SSO / OIDC
Integrate with your identity provider. Support for Okta, Azure AD, and any OIDC provider.
Role-Based Access
Six granular roles from read-only Portal users to Managing Directors. Admin overrides included.
Audit Trails
Every create, update, and delete is logged with user, timestamp, and field-level change tracking.
Ready to modernize your municipal finance workflow?
See how MuniCRM can streamline your team's operations with a personalized demo.