Fundriver Balance Knowledge Base

Release Date: June 8, 2021 Summary: This deployment includes new and enhanced reports. New Summary Report! All clients have a new report available to ...

Release date: May 14, 2021. Summary: This deployment includes enhancements to the Multi-Factor Authentication, added reports as well as other site improvem...

Release date: January 9 , 2021. Summary: This deployment includes enhancements to the Multi-Factor Authentication and Bulk Import Template. Multi-Factor ...

Release date: October 17, 2020. Summary: This deployment includes enhancements to the User Interface (UI), many of which were based on client feedback. ...

Summary: This deployment includes enhancements to the User Interface (UI), many of which were based on client feedback.  New Spending Report! The Spending...

Q1 2020    Summary: This deployment includes technical escalation enhancements to the User Interface (UI), many of which were based on client feedba...

Release Notes (November 2016) Fundriver has released a few minor updates to enhance the user experience. This document provides screen shots along with a ...

Release Notes (January 2017) Fundriver has released a number of updates to enhance the security of the site. This document provides notes on each item. T...

Release Notes (July 2017) Fundriver has released a number of updates to enhance the usability of the user interface. This document provides notes on each...

August 2018: User Password Update All users will have strong passwords enforced Password parameters are outlined on the ACCOUNT SETTINGS screen (Via SU...