Endowment ManagerEndowment Solutions
|
||||||
Related Products
|
||||||
About
Endowment Manager™ software is a complete information management tool designed to help you and your entire endowment management team to maximize your endowment. Endowment Manager™ functions as a specialized, fully auditable subsidiary ledger, uniquely designed for managing information related to endowment and other restricted accounts. It is interfaced via auditable batch transactions with any of your current: general ledger, accounts payable, grant management, or fundraising systems, and will accept data from your custodian or investment management firms directly. Manage the unitization of one or more investment pools with varying distribution rules for shares, income, gains, and spending. Easily map to your existing chart of accounts and adapt to any account structures planned in the future. Complete, detailed compliance information for controlling and tracking fund account restrictions and expenditures.
|
About
Power your investment operations with real-time data immediately and seamlessly integrated across all workflows. Unburden yourself of obsolete technology while shaping the future of investment accounting. Delight your clients with unparalleled speed, innovation, and digital experiences. Embrace new regulations, ensure oversight, and easily incorporate new asset classes – including crypto – with ease. Scale for the future, improve operational efficiency and dramatically reduce costs. Complete with general ledgers and NAV values in addition to portfolio holdings and cash. Designed to handle near limitless volumes of data without the common constraints of relational databases. Cloud-native, big-data database and distributed architecture enables near real-time business continuity and disaster recovery.
|
|||||
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
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
|||||
Audience
Organizations seeking a tool to allocate and reconcile investment earnings and spending to endowment
|
Audience
Businesses wanting an all-in-one investment accounting solution that helps control and digital workflows
|
|||||
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
No information available.
Free Version
Not Supported
Free Trial
Not Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
|
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
|||||
Company InformationEndowment Solutions
United States
www.endowmentsolutions.com/wp/endowment-manager/
|
Company InformationFundGuard
Founded: 2018
United States
www.fundguard.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Fund Accounting Features
Accounts Payable
Not Supported
Accounts Receivable
Not Supported
Activity Tracking
Not Supported
Asset Management
Not Supported
Bank Reconciliation
Not Supported
Budgeting & Forecasting
Not Supported
Compliance Management
Not Supported
Donor Management
Not Supported
General Ledger
Supported
Partnership Accounting
Not Supported
Purchasing & Receiving
Not Supported
Accounting Features
Accounts Payable
Not Supported
Accounts Receivable
Not Supported
Bank Reconciliation
Not Supported
Billing & Invoicing
Not Supported
Cash Management
Not Supported
CPA Firms
Not Supported
Cryptocurrency Support
Not Supported
Expense Tracking
Not Supported
Fixed Asset Management
Not Supported
Fund Accounting
Not Supported
General Ledger
Supported
Government
Not Supported
Multi-Currency
Not Supported
Nonprofits
Not Supported
Payroll Management
Not Supported
Project Accounting
Not Supported
Purchase Orders
Not Supported
Tax Management
Not Supported
Financial Management Features
Budgeting & Forecasting
Not Supported
Cash Management
Not Supported
Consolidation / Roll-Up
Supported
Currency Management
Not Supported
Financial Reporting
Supported
Investment Management
Not Supported
Project Management
Not Supported
Revenue Recognition
Not Supported
Risk Management
Not Supported
Tax Management
Not Supported
Nonprofit Features
Accounting
Supported
Committee Management
Not Supported
Donor Management
Not Supported
Dues Management
Not Supported
Event Management
Not Supported
Fundraising Management
Not Supported
Member Database
Not Supported
Membership Management
Not Supported
Social Media Management
Not Supported
Volunteer Management
Not Supported
|
||||||
Integrations
No info available.
|
Integrations
No info available.
|
|||||
|
|
|