Audience
Organizations seeking a tool to allocate and reconcile investment earnings and spending to endowment
About Endowment Manager
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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Invoicing - Create and send customer invoices for products, services, or time and track payment status on open sales.
Expenses - Manage your vendors, payments, and recurring transactions.
Banking - Manage money in and out in as much detail as you want. With integrated bank feeds and auto-match, reconciling your accounts is a breeze.
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Integrations
No integrations listed.
Company Information
Endowment Solutions
United States
www.endowmentsolutions.com/wp/endowment-manager/
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Product Details
Platforms Supported
Cloud
Training
Documentation
In Person
Support
Phone Support
Online
Endowment Manager Frequently Asked Questions
Endowment Manager Product Features
Accounting
General Ledger
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Financial Management
Consolidation / Roll-Up
Financial Reporting
Budgeting & Forecasting
Cash Management
Currency Management
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
Fund Accounting
General Ledger
Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
Partnership Accounting
Purchasing & Receiving
Nonprofit
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
