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

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Organizations with complex operations who don’t want to be weighed-down by a heavy, rigid ERP.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$749.00/mo (annual plan)
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

SoftLedger
Founded: 2016
United States
www.softledger.com

Alternatives

Alternatives

Gravity Software

Gravity Software

Gravity Software, LLC
Agilon One

Agilon One

Agilon

Categories

Categories

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Financial Management Features

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Fund Accounting Features

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Crypto Tax Features

Automated Data Import
Exchange Integration
Export Transactions
Historical Prices
Income Overview
Margin & Futures Support
Profit & Loss / Cap Gains
Staking / Lending / DeFi Support
Tax Form Generation
Tax Loss Harvesting
Wallet Integration

Integrations

Lob
Plaid
Stripe

Integrations

Lob
Plaid
Stripe
Claim Endowment Manager and update features and information
Claim Endowment Manager and update features and information
Claim SoftLedger and update features and information
Claim SoftLedger and update features and information