Fundriver addresses new spending policy challenges under UPMIFA. Fundriver automates spending calculations for organizations that have funds that are prohibited from invading corpus. This also applies when the state version of UPMIFA requires donors to opt-in such as in New York under NYMIFA. Contact us to see how it's done.
Fundriver adds enhanced custom reporting capabilities to industry leading endowment solution: Users can now create custom reports and save even more time on unitized account reports.
Enhanced online instructions are available for posting transactions, entering and reconciling investment activity and creating user defined reports.
This is the first in a series of scheduled enhancements. Stay tuned for several exciting improvements for planned release through the year.