Non-profit, Government and Education
Fund & Investment Management Solution Track your donation and endowment funds while managing complex relationships between donors, advisors and investment partners. You can gain instant visibility into your investment portfolio by tracking your investments and allocations integrated into our financial solution. Get on the inside track - Keep track of key information in a single place - track your fund pools, investments advisors and allocation models
- Drill down to detail by tracking unit values, initial unit values and funds belonging to the pool
- Gain better insight and analysis from statistical reporting and analysis tools
- Save time by leveraging the ability to automatically allocate income, calculations and postings by unit value
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