Module and Feature Overviews

Module and Feature Overview
Check out this Module and Feature Overview to see what else Fundriver can do for you!
Wed, Apr 22, 2020 at 7:52 AM
Bulk Import Module Overview
The Bulk Import feature allows clients to populate a template for adding and updating funds in bulk. The template mirrors your Fund Profile page within Fund...
Thu, May 19, 2022 at 10:03 AM
Expendable Funds Module Overview
The Expendable Funds Module was developed to help clients track the balances of spendable funds within Fundriver, that are not part of the Endowment Pool. F...
Thu, May 27, 2021 at 2:51 PM
Investment Portfolio Module (formerly the Manager Module) - Ability to Track Investment Detail by Manager
The Investment Portfolio Module was designed to assist clients that need to organize and reconcile multiple investment statements. The module features the f...
Tue, Jan 26, 2021 at 12:24 PM
New Department Module Overview
The Department Module was developed to give an organization read-only access to specific funds, usually related to their departments. The department site ru...
Thu, Aug 27, 2020 at 11:15 AM
New Spending Interface Overview
Fundriver has enhanced Spending functionality! check out our recorded webinar here.  This article highlights some of the new features! Additional Par...
Tue, Oct 26, 2021 at 10:09 AM
Old Department Module Overview
Note: January 2019 Fundriver deployed updates to the Department Module!  Check out these release notes for complete details. The Department Module was dev...
Thu, Aug 27, 2020 at 11:29 AM
Role Manager Overview
All Fundriver clients can control their user’s access to their database by assigning USER TYPES in a user’s setup profile (SUPPORT/SETTINGS > USERS). The...
Thu, Oct 1, 2020 at 10:12 AM