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 earnings on an endowment can be spent. Spending Rules are typically based upon an organization’s spending policy. Organizations m...

Distribution Process The following is only applicable to clients who have upgraded to the new spending interface.  We are processing a wait list for curren...

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...

Fundriver’s new Spending Interface allows for the option of assigning a Secondary Spending Rule to funds, which is otherwise known as a Supplemental Distrib...

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...

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

Ever wonder how Fundriver is calculating your estimated spending behind the scenes? Our drill down report found within the Estimated Spending Report (with C...