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Description
Endowment Manager™ software serves as a comprehensive tool for managing information, aimed at empowering you and your endowment management team to optimize the performance of your endowment. This software operates as a specialized and fully auditable subsidiary ledger, specifically tailored to oversee information associated with endowment and other restricted accounts. It seamlessly integrates with any of your existing systems such as general ledger, accounts payable, grant management, or fundraising through auditable batch transactions and can directly receive data from your custodian or investment management firms. The software enables the management of multiple investment pools with diverse distribution rules concerning shares, income, gains, and spending. Additionally, you can easily align it with your current chart of accounts and make adjustments for any future account structures you may implement. Moreover, it provides thorough compliance information, which is essential for effectively controlling and monitoring fund account restrictions and expenditures while ensuring transparency and accountability. This makes Endowment Manager™ an indispensable asset for your financial management needs.
Description
With years of extensive experience and specialized knowledge, we assist our clients in leveraging technology to optimize their operations and enhance their influence. Foundation Cloud is designed to empower organizations of various sizes and missions to boost their outreach while contributing to the wider philanthropic sector. As NPact’s premier cloud-based suite, Foundation Cloud includes applications for donor-advised funds, grant management, scholarships, and community engagement. Our platform enhances your organization's grantmaking and community involvement, seamlessly integrating with top-tier CRM and financial accounting software. The Fund Investment Tool (FIT) stands out as a robust and adaptable financial processing solution tailored for fund investment accounting needs. FIT provides foundations and non-profits with the ability to automate intricate recurring calculations concerning endowment fees, spending policies, income allocation, and rebalancing, ultimately saving time and increasing efficiency. This all-in-one solution not only streamlines financial processes but also supports organizations in achieving their philanthropic goals more effectively.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Endowment Solutions
Country
United States
Website
www.endowmentsolutions.com/wp/endowment-manager/
Vendor Details
Company Name
NPact
Founded
2021
Country
United States
Website
npact.com
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
Fund Accounting
Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving
Nonprofit
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
Product Features
Grant Management
Compliance Management
Contract Management
Grant Application Management
Grant Award Tracking
Grant Opportunity Search
Self-Registration
Scholarship Management
Applicant Management
Applicant Portal
Commenting / Notes
Customizable Forms
Interview Management
Recommendations Management
Reviewer Management
Scoring
White Label