CommunitySuite

CommunitySuite

Foundant Technologies
NAVCalc

NAVCalc

DYNAM Dynamic Asset Management s.r.o.
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About

For organizations that manage fund advisor relationships, Foundant’s CommunitySuite offers robust fund accounting, constituent relationship management (CRM), and events management in one integrated, easy-to-use, cloud-based solution so you can free up time to focus on your mission. Best of all, it’s backed by responsive philanthropy experts dedicated to client success and continuous improvement. Put a single system in place to effectively manage operations so you have the capacity to break down silos, build your teams, and maximize your impact.

About

The easy-to-use and affordable software solution for Fund Administration, complete with a Client Portal. Tailor-made for smaller funds, NAVCalc offers a straightforward approach to managing your clients, their deposits, and withdrawals - quickly and accurately calculating their fund share, fees, and NAV of their investment. You can be confident that your fund accounting is accurate and error-free. Offer your clients a seamless and professional experience with our Client Portal, providing transparency and increased credibility for your fund and focusing on growing your fund. Our product is designed to be intuitive and easy to use, ensuring a smooth transition from traditional Excel spreadsheets and other tools. We work with investment firms and funds to ensure that our solution truly meets their needs and allows them to grow and prosper.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies in need of a tool to manage their fund accounting, CRM, and events

Audience

Funds, Hedge Funds, Fund Administrators, Fund of Funds, Family Offices, Private Equity, UCITS, AIFM

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$300
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Foundant Technologies
Founded: 2006
United States
www.foundant.com/products/foundation-management-software/

Company Information

DYNAM Dynamic Asset Management s.r.o.
Founded: 2019
Czech Republic
www.navcalc.com

Alternatives

Foundant

Foundant

Foundant Technologies

Alternatives

FundCount

FundCount

FundCount Americas
Deep Pool

Deep Pool

Deep Pool Financial Solutions
Enquire

Enquire

Tactiv

Categories

Categories

Fund Accounting Features

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Donation Management Features

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer Management

Fund Accounting Features

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Integrations

No info available.

Integrations

No info available.
Claim CommunitySuite and update features and information
Claim CommunitySuite and update features and information
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Claim NAVCalc and update features and information