Module and Feature Overviews

*Module and Feature Overview
Check out this Module and Feature Overview to see what else Fundriver can do for you!
Thu, Feb 27, 2020 at 2:41 PM
Awards Module Overview
The Awards/Recipients module is designed to help clients track scholarship and award recipients. It is also designed to help support reporting for donor...
Wed, Jan 22, 2020 at 1:28 AM
Bulk Import Module Overview
The Bulk Import feature allows clients to populate a template for adding and updating funds in bulk.  Client User and Administrator user types have acce...
Wed, Jan 22, 2020 at 1:28 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...
Wed, Mar 4, 2020 at 1:36 PM
New Department Module
The Department Module was developed to give an organization read-only access to specific funds, usually related to their departments.  Each institution ...
Wed, Jan 22, 2020 at 1:28 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 Para...
Wed, Mar 25, 2020 at 1:14 PM
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...
Wed, Jan 22, 2020 at 1:28 AM
Role Manager Overview
All Fundriver clients can control read and edit access for their database to some extent by assigning User Types in a user's setup profile (Support/Se...
Thu, Feb 20, 2020 at 2:29 PM
Track investment detail by manager using the Investment Portfolio Module (formerly the Manager Module)
The Investment Portfolio Module was designed to assist clients that need to organize and reconcile multiple investment statements. The module features t...
Wed, Jan 22, 2020 at 1:28 AM
Workflow Module Overview
Workflow is a premium feature in Fundriver that allows an organization to initiate an electronic sign off process and audit trail for the creation, edit...
Wed, Jan 22, 2020 at 1:28 AM