Fundriver Balance Knowledge Base

Income/Spending distributions can be done three different ways in Fundriver. 1) You can automate the spending process (Automated Method), or 2) You can ente...

Spending rules dictate how returns on an endowment can be spent by an institution.  Organizations may apply one spending rule to all of their endowment fund...

The Yale Method spending rule is a blend of the average market value and prior year spending rules. It can be configured in Fundriver to work on the fund or...

New clients as of the middle of January 2018 have the New Spending Interface turned on automatically.  If you'd like more information on this feature, p...

This illustration will show how, for a client that has distributions impacting unit price instead of units, excluding funds from participating in a spending...