Fundriver Balance Knowledge Base

Welcome to Fundriver! We are so excited to have you join our fabulous community! We are eager to show you around and get you all set up with your new databa...

Welcome to Fundriver Balance! We’re excited to have you join the 500+ organizations that already use Balance. We know that changing your endowment managemen...

Kick-Off Meeting Prep: Schedule Kick-Off Meeting Fill out Onboarding Questionnaire (submit at least 3 days prior to Kick-Off Meeting) Optional: Preview ...

Walkthrough Meeting Prep: Schedule Walkthrough Meeting Successfully sign into your Fundriver database Familiarize yourself with how to set up your spend...

First Posting Meeting Prep: Schedule First Posting Meeting Prepare a listing of any new funds that were established in the period you will be posting Cr...

This template is used to provide Fundriver with your initial data to get your new database set up. Please note that Fundriver currently has two versions o...

This template is used to provide Fundriver with your initial data to get your new database set up. Please note that Fundriver currently has two versions of ...

Q: Do I need to load all my data during the initial implementation data load? A:  No. At a minimum, all noted required fields must be loaded to create yo...