Endowment ManagerEndowment Solutions
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| Endowment Manager | SoftLedger | |||||
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Related Products
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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.
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SoftLedger:
About
SoftLedger helps organizations operate more effectively.
Our cloud-native business management platform and APIs enables organizations to directly connect their operations to financials. This includes a full-feature general ledger, accounts receivable, accounts payable, inventory management, crypto asset management, and more.
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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
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SoftLedger:
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
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Endowment Manager:
Audience
Organizations seeking a tool to allocate and reconcile investment earnings and spending to endowment
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SoftLedger:
Audience
Organizations with complex operations who don’t want to be weighed-down by a heavy, rigid ERP.
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Endowment Manager:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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SoftLedger:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Endowment Manager:
API
Offers API
Not Supported
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SoftLedger:
API
Offers API
Supported
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Endowment Manager:
Screenshots and Videos |
SoftLedger:
Screenshots and Videos |
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Endowment Manager:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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SoftLedger:
Pricing
$749.00/mo (annual plan)
Free Version
Not Supported
Free Trial
Not Supported
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Endowment Manager:
Reviews/
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SoftLedger:
Reviews/
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Endowment Manager:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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SoftLedger:
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Endowment Manager:
Company InformationEndowment Solutions
United States
www.endowmentsolutions.com/wp/endowment-manager/
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SoftLedger:
Company InformationSoftLedger
Founded: 2016
United States
www.softledger.com
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Endowment Manager:
Alternatives |
SoftLedger:
Alternatives |
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SoftLedger:
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Endowment Manager:
Categories |
SoftLedger:
Categories |
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Endowment Manager:
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
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SoftLedger:
Accounting Features
Accounts Payable
Supported
Accounts Receivable
Supported
Bank Reconciliation
Supported
Billing & Invoicing
Supported
Cash Management
Supported
CPA Firms
Supported
Cryptocurrency Support
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
Not Supported
Purchase Orders
Supported
Tax Management
Supported
Crypto Tax Features
Automated Data Import
Supported
Exchange Integration
Supported
Export Transactions
Supported
Historical Prices
Supported
Income Overview
Supported
Margin & Futures Support
Supported
Profit & Loss / Cap Gains
Supported
Staking / Lending / DeFi Support
Supported
Tax Form Generation
Not Supported
Tax Loss Harvesting
Not Supported
Wallet Integration
Not Supported
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Endowment Manager:
Integrations
Lob
Not Supported
Plaid
Not Supported
Stripe
Not Supported
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SoftLedger: | |||||
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Endowment Manager:
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SoftLedger:
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