FUNDRIVER Online Products
Organize endowment information.
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Fundriver Basic |
Fundriver Plus |
Fundriver Pro |
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Automate unitization and reporting
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| Organize funds by type and purpose |
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| 117-1, donor and financial reports |
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| Track multiple investment pools |
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| Unlimited number of users |
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| Export reports to Excel, Word, PDF |
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| Document management module |
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| Investment manager module |
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| Customized import/export to your general ledger |
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| Department access module |
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| User defined reports |
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FUNDRIVER Online Features
- Track an unlimited number of endowed or non-endowed funds
- Administer spending rules
- Give access to an unlimited number of users
- Track historical gift balances
- Flexible reporting including stewardship and audit reports
- Document management feature allows you to store electronic documents on fund by fund basis
- Expense utility that allows you to set up expense rules on a fund by fund basis
- Track underwater funds
- Automate FAS 117-1 reporting and track net asset class restriction
- Track spending for UPMIFA compliance
- Custom import and export to/from accounting or development systems.
- Automates the process of tracking investment managers. Allows online reconciliation of investment managers and enables reporting on asset mix and investment rates of return on multi-manager portfolios.
- Enables controlled access on a fund-by-fund basis at the department level. Allows access to all funds or groups of funds to people in other departments without giving them access to the entire system.
- Build queries and reports in addition to the existing reports in FUNDRIVER Online.