New to Fundriver or need a refresher on how to setup Spending Rules? Then this webinar is for you! Learn how to setup new spending rules, when and why you would use Secondary Spending Rules, run reports and post distributions. Also check out client trends regarding spending on over 400 Fundriver clients.
PowerPoint slides from the presentation can be found here.
A recording of the webinar that aired January 21, 2020 can be found here.