Endowment Manager

Endowment Manager

Endowment Solutions
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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

Infor SunSystems® is an easy-to-use, innovative financial management system powerful enough to meet finance's needs today and flexible enough to meet tomorrow's evolving challenges. This innovative finance ERP provides visibility into all the moving parts that make a business tick, transforming financial information into profitable action. Access all finance and accounting information from multiple GAAP standards to updated IFRS standards in real time. Split or reassign existing ledger data to generate new transactions to process intercompany accounts balances. Post all asset transactions to the unified ledger with immediate visibility on the register and the profit and loss and balance sheet accounts. Take complete control of sales, purchasing, and inventory management and access any associated documents. Eliminate manual processes, reduce costs, automate tasks, and improve accuracy with embedded BI, AI, and innovative tools.

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

Companies and enterprises that need a powerful financial management and ERP system solution

Support

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

Support

Phone Support Supported
24/7 Live Support 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/Ratings

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

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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 Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Endowment Solutions
United States
www.endowmentsolutions.com/wp/endowment-manager/

Company Information

Infor
Founded: 2002
United States
www.infor.com/solutions/erp/sunsystems

Alternatives

Alternatives

Agilon One

Agilon One

Agilon

Categories

Accounting Supported
Fund Accounting Supported
General Ledger Supported
Nonprofit Supported

Categories

Accounting Supported
ERP 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

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

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

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Supported
CPA Firms Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Supported
Fund Accounting Supported
General Ledger Supported
Government Supported
Multi-Currency Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Supported
Purchase Orders Supported
Tax Management Supported

Integrations

Fedelta Point of Sale Not Supported
FlexiEPM Not Supported

Integrations

Fedelta Point of Sale Supported
FlexiEPM Supported
Claim Endowment Manager and update features and information
Claim Endowment Manager and update features and information
Claim Infor SunSystems and update features and information
Claim Infor SunSystems and update features and information