Endowment Manager

Endowment Manager

Endowment Solutions
OPplus

OPplus

Continia
Endowment Manager OPplus

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Endowment Manager:

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.
OPplus:

About

OPplus is a powerful all-in-one smart banking solution embedded in Microsoft Dynamics 365 Business Central that simplifies incoming and outgoing payment processing by automating bank statement and payment advice imports, reconciling open postings with configurable account rules, and generating payment proposals and files in any format. Users gain a unified overview of open and closed entries across general ledger, customer, or vendor accounts, and can clear balances via open‐entry posting mode with retroactive reporting. OPplus automates both payment import, supporting CSV-port imports, returned direct-debit handling, partial payments, and payment-provider integrations, and payment export with customizable SEPA and ISO file schemas, direct-debit mandate management, and international transaction configuration. Additional modules include extended lists and reports for audit-ready transaction histories; VAT advance-return file creation and account‐scheme adjustments.
Endowment Manager:

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
OPplus:

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
Endowment Manager:

Audience

Organizations seeking a tool to allocate and reconcile investment earnings and spending to endowment
OPplus:

Audience

Professionals and teams interested in a solution to automate payment processing, reconciliation, and reporting
Endowment Manager:

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Endowment Manager:

API

Offers API Not Supported
OPplus:

API

Offers API Not Supported
Endowment Manager:

Screenshots and Videos

OPplus:

Screenshots and Videos

Endowment Manager:

Pricing

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

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
Endowment Manager:

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:

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OPplus:

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
Endowment Manager:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported
OPplus:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Endowment Manager:

Company Information

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

Company Information

Continia
Founded: 2009
Denmark
www.continia.com/solutions/opplus/
Endowment Manager:

Alternatives

OPplus:

Alternatives

Endowment Manager:
Sage Intacct

Sage Intacct

4.3 out of 5 stars
OPplus:
QX QuickReco

QX QuickReco

QX Global
Endowment Manager:
Agilon One

Agilon One

Agilon
OPplus:
Keybank

Keybank

KBS Solutions
Endowment Manager:
OPplus:
Endowment Manager:
Xero

Xero

4.4 out of 5 stars
OPplus:
Endowment Manager:

Categories

Accounting Supported
Fund Accounting Supported
General Ledger Supported
Nonprofit Supported
OPplus:

Categories

General Ledger Supported
Endowment Manager:

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

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

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
Endowment Manager:

Integrations

Google Sheets Not Supported
Microsoft Dynamics 365 Business Central Not Supported
Microsoft Excel Not Supported
OPplus:

Integrations

Google Sheets Supported
Microsoft Dynamics 365 Business Central Supported
Microsoft Excel Supported
Endowment Manager:
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OPplus:
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