NEW Spending Interface :

NEW Spending Interface

Distributions when calculation includes both calendar and fiscal dates (New Spending Interface)

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...

Thu, Mar 26, 2020 at 4:27 PM

How do I create income/spending distributions? (New Spending Interface)

Income/Spending distributions can be done three different ways in Fundriver. You can automate the spending process (Automated Method) or you can enter t...

Wed, Jan 22, 2020 at 1:27 AM

How do I know if we have the New Spending Interface or the Old Spending Interface?

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, ...

Tue, Feb 11, 2020 at 9:36 AM

How do I set up a spending rule? (New Spending Interface)

Check out a video tutorial on setting up a Percent Average spending rule in the New Spending Interface here! Spending rules dictate how returns on...

Wed, Jan 22, 2020 at 1:27 AM

How does the Yale Method spending calculation work? (New Spending Interface)

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 fun...

Wed, Jan 22, 2020 at 1:27 AM

How to I manage supplemental distributions? (New Spending Interface)

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

Wed, Jan 22, 2020 at 1:27 AM

When Distributions Impact Unit Price: What happens when funds in a pool participate in different spending rules (New Spending Interface)

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

Wed, Jan 22, 2020 at 1:27 AM