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Consulting Services Available

We realize that resources are often an issue at non-profit institutions, and we want to help.  Let our experienced endowment specialists provide the hands on assistance that will allow you to implement Fundriver quickly, fully and efficiently--and make the job of managing your endowment that much easier.

Service:  

Consulting Services for Fundriver Endowment Administration

Mission:

To provide on-site education and training to current clients who may need hands-on support outside the scope of the typical implementation process.

Scope of work:

  1. Review of account settings
  2. Funds/Fund Categories/Investment Pools review
  3. Distribution set-up and posting
  4. Posting of period transactions
  5. Due to/Due from (DTDF) accounts/reconciliation
  6. Investment activity posting/reconciliation
  7. Closing of period
  8. Reports
  9. Reconciliation to General Ledger
  10. Optional – Fundriver Operations Manual tailored to client’s specifications

Getting Started:

For more information or to schedule an on-site visit from one of our experienced professionals, contact Fundriver at support@fundriver.com or at (513) 618- 8718.

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