Endowment Manager

Endowment Manager

Endowment Solutions
Endowment Manager SoftLedger

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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.
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.
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
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
Endowment Manager:

Audience

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

Audience

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

Support

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

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Endowment Manager:

API

Offers API Not Supported
SoftLedger:

API

Offers API Supported
Endowment Manager:

Screenshots and Videos

SoftLedger:

Screenshots and Videos

Endowment Manager:

Pricing

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

Pricing

$749.00/mo (annual plan)
Free Version Not Supported
Free Trial Not 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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SoftLedger:

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
SoftLedger:

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/
SoftLedger:

Company Information

SoftLedger
Founded: 2016
United States
www.softledger.com
Endowment Manager:

Alternatives

SoftLedger:

Alternatives

Gravity Software

Gravity Software

Gravity Software, LLC
4.5 out of 5 stars
Endowment Manager:
Sage Intacct

Sage Intacct

4.3 out of 5 stars
SoftLedger:
Endowment Manager:
Agilon One

Agilon One

Agilon
SoftLedger:
Accointing by Glassnode

Accointing by Glassnode

Glassnode
4.5 out of 5 stars
Endowment Manager:
SoftLedger:
Sage Intacct

Sage Intacct

4.3 out of 5 stars
Endowment Manager:
Xero

Xero

4.4 out of 5 stars
SoftLedger:
Endowment Manager:

Categories

Accounting Supported
Fund Accounting Supported
General Ledger Supported
Nonprofit Supported
SoftLedger:

Categories

Accounting Supported
Crypto Accounting Supported
Crypto Tax Supported
General Ledger Supported
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
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
Endowment Manager:

Integrations

Lob Not Supported
Plaid Not Supported
Stripe Not Supported
SoftLedger:

Integrations

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