To help you get acquainted with the Fundriver software, we have created a self-study video series. Below is a link to our Fundriver University video platform.
In addition, we have compiled a list of knowledge base articles to help users get acquainted with the software and feel confident using Fundriver.
If you feel you need additional training above and beyond the content provided above, we do offer a one hour training session with one of our endowment accounting specialist. We ask that you watch our self-guided video series first before scheduling a one on one training session. By doing so, we hope to tailor your training to your specific needs, making the session more impactful to you! If training is required beyond one hour, additional consulting services can be provided at a cost. Below is a sample agenda for this training session.
If you are interested, please contact Fundriver support at Support@fundriver.com.
Overview of home page
Walk through of profile data and overall site navigation
Walk through posting transactions
Overview of reports available
Wrap up and client questions