Onboarding Process

The Onboarding Experience: What To Expect
View the attached document here, to see guidelines for our Onboarding process. Your Client Onboarding Advisor will guide you through Phase 1 of Onboardi...
Mon, Apr 20, 2020 at 9:43 AM
Data Load Template and Instructions - 2021
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...
Tue, Feb 23, 2021 at 4:36 PM
Onboarding Meeting: Kick Off
Objective: To provide overview of onboardingprocess, including review of New Client Questionnaire to identify items that may require additional time or reso...
Mon, Apr 20, 2020 at 9:43 AM
Onboarding Meeting: Walkthrough
Objective: To provide overview of how to navigate the Fundriver software and explore basic site administration (setting up users, etc.), as well as discuss ...
Mon, Apr 20, 2020 at 9:43 AM
Onboarding Meeting: First Posting
Objective: To post activity for and reconcile the client's first period (month/quarter/etc.) within Fundriver; this ensures that beginning balances are...
Mon, Apr 20, 2020 at 1:06 PM
Endowed Fund Data Load Template and Instructions - 2020
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...
Thu, Feb 18, 2021 at 1:36 PM
FAQ: Data Load Template
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...
Thu, Feb 18, 2021 at 1:38 PM
Manager Data Load Template and Instructions - 2020
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; ...
Mon, Feb 22, 2021 at 9:57 AM
Net Asset Classification Codes
Please find a breakdown of the Fund Type Codes (Net Asset Classification Codes) and how each processes activity here. Most Common Codes Code Descripti...
Wed, Apr 8, 2020 at 11:48 AM
When and How to Recognize Pledges Relating to Your Endowment
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 ...
Mon, Feb 17, 2020 at 4:00 PM