Benefits For Everyone

• Comprehensive reporting capability
  
• Eliminate reliance on error-prone spreadsheets.
  
• All data may easily be exported and interfaced with other systems.

Benefits For Investee Commitee

• Easily report by investment type, asset class, and manager.
• Simplify the managment of all your funds transactions.
  
• Track detailed or high level investment management data.
  
• Distribute income, gains, etc. easily.

Benefits For Finance/Treasury

• Easy setup and management of all endowment fund accounts including restrictions, department/purpose codes and account type
• Automated unitization of one or more investment pools
• Automated distribution of income, gains, unrealized gains and spending to each account
• Simplify the management of fund transaction through interfaces to your general ledger, accounts payable and development systems
  

Benefits For Fund User/Department

• Track Available Budget/ Spending
• Ensure Compliance with Donor Intention
• Cooperate on Donor Development

Benefits For Development Office

• Detailed Endowment Fund Profiles - a complete, up-to-date, easily accessible, history of each fund, including donations, expenses, performance, and restrictions