Fundriver Balance Knowledge Base

This template is used to provide your initial data to Fundriver. Please be aware that Fundriver currently has an old and a new version of these templates; f...

This template is used to provide your initial data to Fundriver. Please be aware that Fundriver currently has an old and a new version of these templates; ...

When implementing the Department Module, most clients will have many department users to upload into the database as an initial import.  This is so...

Some organizations may need to make changes to their endowment fund information in bulk within Balance due to an institutional change of accounts, or a con...