From fundamental asu201614 fasb updates to companyspecific software updates. The original fundriver application was developed as a project for a university to provide a system to track its endowment subaccounts and provide better, faster reporting. Shipox delivery software help to manage driver and agents activities once they use shipox driver app. For each named fund, you can track original corpus, gains and losses, market and book. Detailed endowment fund profiles a complete, uptodate, easily accessible, history of each fund, including donations, expenses, performance, and restrictions. No matter how many funds or accounts, we make tracking and reporting simple. The fundriver team is comprised of endowment experts with an average of 10 years of experience who understand your needs and goals. Amy cotterell has provided excellent customer service to the college during the. Endowmentsolutions success is dependent on the success of our clients.
Fundriver provides the ideal, costeffective endowment accounting software solution for nonprofits of all sizes to efficiently manage endowment funds. Fundriver endowment accounting software brings accuracy, simplicity and. No additional hardware or software is necessary to use fundriver. They always answer your questions and help you to understand the system. The initial receipt of an endowment always is marked as a restricted fund. The accufund financial report writer makes it easy to meet internal and. Fundriver is the established leader in the endowment accounting software market. The sage software endowment is not freestanding so it will not work with our other software great plains, raisers edge. In 2002, the first version of fundriver was launched as a client server application. The leading solution for endowment and restricted funds. Our implementation specialists work closely with you to ensure a smooth transition from your spreadsheets or legacy endowment accounting system. Very little if any it resources are needed to implement and use fundriver.
Whether a donor advised fund, a cpa firm providing accounting services to endowments, or an organization. It soon became apparent that there was a market for this software and fundriver was born. Our unique software suits all business types from smes to large companies. To find out more about fundriver or to schedule an online demonstration, please call aaron dotson at 56188718 ext. Endowments leverage the caissa platform to make intelligent allocation decisions. After comparing the premium rates, the next important thing to check is the insurance companys track record with respect to bonus payments. Backstop combines qualitative and quantitative data, document management and reporting tools that help to streamline the research process. What is an endowment policy and when should you go for it the. Endowment manager will provide us with the tools necessary to. Our proven, comprehensive solution gives our users peace of mind by making it easy to accurately, efficiently, and securely manage endowment funds.
When a nonprofit receives a new endowment, it should set up a. The drivers of university endowment success semantic scholar. Consolidated fund research, portfolio management, accounting and analytical tools for endowments and foundations. Whether you are a pension fund, insurance company, endowment fund, bank. Fundriver provides an easytouse, costeffective endowment accounting software solution and has helped hundred of nonprofits effectively manage endowment funds. University endowments are important and interesting institutions both in. Fundriver s solution is supported by a team of endowment experts that help you every step of the way, from sales to implementation to ongoing support. Accufund endowment foundation accounting solution improves reporting and. We understand the unique challenges facing endowments and foundations, and are equipped to help clients achieve their investment goals from driving asset growth and. Fundriver megan bosco, assistant treasurer, went over the proposal for fundriver endowment software. Provide the highest level of customer support be the best place to work we love what we do. As a small, growing company, fundriver employees participate in decisions about how the business operates and.
Endowment portfolio management software risk management. Alternative investment software for limited partner efront software. Fundriver works on most modern browsers and has been extensively tested on a windowsbased system. My organization is looking for an endowment management software. About us experts in endowment accounting fundriver. With over 300 clients tracking more than 200 billion in endowment assets, fundriver brings accuracy, simplicity and security to the management of pooled endowment funds. Megan is in charge of endowment accountingand shared that the information for all endowment funds is currently entered manually on a spreadsheet. Our client base includes institutions from the higher education, independent school, arts, health care, faith based, community and human services markets.
The highest level of support from a team of endowment experts. Grantmaking fund accounting tuition management financial aid management. Megan looked at fundriver, the banner endowment module as well as endowment manager. Endowments and foundations goldman sachs asset management.
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