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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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
Q: What kinds of users and organization types does Endowment Manager work with?
Endowment Manager works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Endowment Manager support in their product?
Endowment Manager supports these languages: English.
Q: What kind of support options does Endowment Manager offer?
Endowment Manager offers support via phone support and online.
Q: What type of training does Endowment Manager provide?
Endowment Manager provides training in the form of documentation and in person.
Endowment Manager Product Features
Accounting
General Ledger
Supported
Accounts Payable
Not Supported
Accounts Receivable
Not Supported
Bank Reconciliation
Not Supported
Billing & Invoicing
Not Supported
CPA Firms
Not Supported
Cash Management
Not Supported
Cryptocurrency Support
Not Supported
Expense Tracking
Not Supported
Fixed Asset Management
Not Supported
Fund Accounting
Not 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
Consolidation / Roll-Up
Supported
Financial Reporting
Supported
Budgeting & Forecasting
Not Supported
Cash Management
Not Supported
Currency Management
Not Supported
Investment Management
Not Supported
Project Management
Not Supported
Revenue Recognition
Not Supported
Risk Management
Not Supported
Tax Management
Not Supported
Fund Accounting
General Ledger
Supported
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
Partnership Accounting
Not Supported
Purchasing & Receiving
Not Supported
Nonprofit
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