View the attached document here, to see guidelines for our Implementation process. Your Implementation Specialist will guide you through Phase 1 of Impl...

Objective: To provide overview of implementation process, including review of New Client Questionnaire to identify items that may require additional time or...

Objective: To provide overview of how to navigate the Fundriver software and explore basic site administration (setting up users, etc.), as well as discuss ...

Use this template to provide your initial data to Fundriver, as well as to add data to your file on an ongoing basis.  Instructions for filling out the ...

Q: Do I need to load all my data during the initial implementation data load? A:  No, although it is recommended that at least all existing fund informat...

Everything you need to know about the Manager Data Load Template can be found here! Here's the template Here are the instructions We even have a...

Please find a breakdown of the Fund Type Codes (Net Asset Classification Codes) and how each processes activity here. Most Common Codes Code Descripti...

Per FASB Standard 116, a promise to give (commonly known as a “pledge” or “contribution”) is a written or oral agreement to contribute cash or other assets ...

Your Fundriver support package includes unlimited access to a team of endowment accounting experts for assistance with using Fundriver and troubleshooting ...

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