Fundriver Balance Knowledge Base

Answer: Desktop Chrome - current version Microsoft Edge - current version FireFox - current version Safari - current version  It is not recommende...

Answer:  Clients do not typically use Fundriver to track purchases and sales. They typically either track off-line or get a statement from their manager at...

There are a couple options for handling an endowment fund that should not receive an allocation of investment earnings.   1. Funds can be configured in ...

Answer: Fundriver's default setting for rolling average of the fund uses the average of the history available. This can be set up to average annually, ...

Should any of our clients need to cancel their subscription at any time, please note the following process:   1. The Fundriver Team must receive written ...

Printing directly from the browser is only supported in Internet Explorer. The instructions below detail how to enable and update the ActiveX control to ena...

Answer: Yes! Fundriver offers an import for Investment Manager activity. Just contact Fundriver Support for more information or to get set up.

The newest version of Copy From Excel requires an additional step (clicking Ctrl + V) to complete the pasting process. If you used Ctrl + V and the dat...

Answer: Gifts with different Net Asset Classifications must be placed in different funds. Fundriver can only assign one net asset classification per fund. F...

Answer: Yes. If you do wish to track your annuities using Fundriver, there are two ways to accomplish this. You can either set up a separate pool for the an...