Fundriver Balance Knowledge Base
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Getting Started with Fundriver
Welcome | Getting familiar with our Knowledge Base
The Onboarding Experience | What To Expect
Onboarding Meeting 1 | Kick-Off
Onboarding Meeting 2 | Walkthrough
Onboarding Meeting 3 | First Posting
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Getting to Know Your Database
Multi-Factor Authentication Security Feature
Net Asset Classification Codes
How Does Unitization Work in Fundriver?
Determining How to Track Your Spending
Endowment Resource Center
Relationship Between Funds, Managers, Pools, and Endowments
What are Non-Unitized Assets?
What is Due To/Due From?
Modules & Add-Ons
Consulting Services Available
Statement of Work Overview
Expendable Fund Data Load Template and Instructions - 2020
Manager Data Load Template and Instructions - 2020
Department Module User Set Up Template
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