Fundriver Balance Knowledge Base

Implementation Process 7

• Welcome | Getting familiar with our Balance Knowledge Base
• The Implementation Experience | What To Expect
• Implementation Meeting 1 | Kick-Off
• Implementation Meeting 2 | Walkthrough
• Implementation Meeting 3 | First Posting

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Getting to Know Your Database 8

• Multi-Factor Authentication Security Feature
• How Fundriver Balance tracks net asset classifications for endowment funds
• Net Asset Classification Codes
• How Does Unitization Work in Fundriver?
• Determining How to Track Your Spending

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Modules & Add-Ons 5

• 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
• Converting to a New General Ledger System