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Eliminate the issues of
maintaining and tracking complex business rules and compliance
requirements of your endowment through spreadsheets
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Automate the unitization
of your endowment and/or restricted fund pool(s) as well as the
distribution of income, gains and unrealized gains to each account
based on units held or configured weighting
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Streamline reporting and
communication across your fund raising, investment committee, board of
trustees and donors
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Seamlessly integrate
information from disparate administrative offices for a complete view
of the performance and usage of your endowment accounts
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Leverage industry
standard best practices while maintaining the flexibility to
incorporate your unique business rules
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Simplify your audit by
providing standard account transaction summary reports by restriction
and asset classification
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