Module and Feature Overviews

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...
Mon, Feb 13, 2023 at 1:17 PM
Investment Portfolio Module (formerly the Manager Module) Ability to Track Investment Detail by Manager
The Investment Portfolio Module was designed to enable organizations to organize and reconcile multiple investment statements. The module features the follo...
Wed, Oct 25, 2023 at 9:25 AM
New Spending Interface Overview
Fundriver has enhanced Spending functionality, this article highlights some of the new features! Additional Parameters The New Spending Interface ha...
Mon, Feb 13, 2023 at 1:29 PM