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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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