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. 


Fundriver University- Video Series


In addition, we have compiled a list of knowledge base articles to help users get acquainted with the software and feel confident using Fundriver. 


New User Training Materials


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.


5 min. 
Overview of home page 
  • Helpful Links 
  • How to access Fundriver Knowledge Base 
25 min. 
Walk through of profile data and overall site navigation 
  • How to setup users and explain the standard user types 
  • How fund data is organized 
  • Review Fund Categories 
  • Review Investment Pool setup
20 min. 
Walk through posting transactions
  • Walk through of posting process 
  • Point client to “Checklist for posting transaction and investment activity” 
  • Adding fund level transactions 
  • Entering investment activity
5 min. 
Overview of reports available 
  • General folders 
  • Show client “Save as Frequently Used Report” option 
  • User-defined options
5 min. 
Wrap up and client questions 
  • Future needs; how to access support