Endowment Manager 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.

Integrations

No Integrations at this time

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Company Details

Company:
Endowment Solutions
Headquarters:
United States
Website:
www.endowmentsolutions.com/wp/endowment-manager/

Media

Endowment Manager Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
In Person
Customer Support
Business Hours
Online Support

Endowment Manager Features and Options

Accounting Software

General Ledger

Financial Management Software

Consolidation / Roll-Up
Financial Reporting

Fund Accounting Software

General Ledger

Nonprofit Software

Accounting

Endowment Manager User Reviews

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