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, Foundantโ€™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, itโ€™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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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 Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$300
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

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
Allvue

Allvue

Allvue Systems

Categories

CRM Supported
Event Management Supported
Fund Accounting Supported
Grant Management Supported

Categories

Fund Accounting Supported

Fund Accounting Features

Accounts Payable Not Supported
Accounts Receivable Supported
Activity Tracking Not Supported
Asset Management Supported
Bank Reconciliation Supported
Budgeting & Forecasting Not Supported
Compliance Management Supported
Donor Management Supported
General Ledger Supported
Partnership Accounting Not Supported
Purchasing & Receiving Not Supported

Donation Management Features

Campaign Management Supported
Donation Tracking Supported
Donor Database Supported
Event Management Supported
Gift Management Supported
Grant Management Supported
In-Kind Donations Supported
Matching Donations Not Supported
Mobile Donations Supported
Online Donations Supported
Pledge Management Supported
Receipts / Statements Supported
Recurring Donations Supported
Volunteer Management Not Supported

Fund Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Activity Tracking Not Supported
Asset Management Supported
Bank Reconciliation Not Supported
Budgeting & Forecasting Not Supported
Compliance Management Supported
Donor Management Not Supported
General Ledger Supported
Partnership Accounting Supported
Purchasing & Receiving Not Supported

Integrations

No info available.

Integrations

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