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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The ASPEN Business Management System is developed using Microsoft .NET and web services, leveraging the reliable and established technology frameworks that support numerous software applications. Many new dealers choose to forgo the accounting and rental features, which allows them to adopt a business management system at a significantly reduced expense. This approach is prevalent among customers who prefer to continue utilizing QuickBooks™ for their back-office operations. Specifically, QuickBooks™ tends to be the most frequent software transitioned from for dealers who have fewer than eight employees. To receive answers to your inquiries and learn about tailored solutions for your business, please share your contact details. Moreover, the system allows for the integration of over 20 Manufacturer & Supplier interfaces along with additional components. It encompasses rental fleet contracts and billing management, in addition to utilization and depreciation oversight, while also offering comprehensive accounting capabilities such as payables, receivables, general ledger, and payroll functionalities. This holistic approach ensures that businesses can operate efficiently while managing all essential components of their operations seamlessly.

Description

Endowment Manager™ software serves as a comprehensive tool for managing information, aimed at empowering you and your endowment management team to optimize the performance of your endowment. This software operates as a specialized and fully auditable subsidiary ledger, specifically tailored to oversee information associated with endowment and other restricted accounts. It seamlessly integrates with any of your existing systems such as general ledger, accounts payable, grant management, or fundraising through auditable batch transactions and can directly receive data from your custodian or investment management firms. The software enables the management of multiple investment pools with diverse distribution rules concerning shares, income, gains, and spending. Additionally, you can easily align it with your current chart of accounts and make adjustments for any future account structures you may implement. Moreover, it provides thorough compliance information, which is essential for effectively controlling and monitoring fund account restrictions and expenditures while ensuring transparency and accountability. This makes Endowment Manager™ an indispensable asset for your financial management needs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Charter Software

Country

United States

Website

chartersoftware.com/aspen-business-management-system/

Vendor Details

Company Name

Endowment Solutions

Country

United States

Website

www.endowmentsolutions.com/wp/endowment-manager/

Product Features

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) Yes 
Project Management No 
Purchasing Yes 
Scheduling No 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management Yes 

Fleet Management

Dispatch Management No 
Employee Management No 
Fuel Management No 
GPS Tracking No 
Incident Reporting No 
Inspection Management No 
Inventory Management No 
Maintenance Management No 
Mileage Tracking No 
Motor Pool No 
Routing No 
Tire Management No 
VIN Lookup No 
Work Order Management No 

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Financial Management

Budgeting & Forecasting No 
Cash Management No 
Consolidation / Roll-Up Yes 
Currency Management No 
Financial Reporting Yes 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Fund Accounting

Accounts Payable No 
Accounts Receivable No 
Activity Tracking No 
Asset Management No 
Bank Reconciliation No 
Budgeting & Forecasting No 
Compliance Management No 
Donor Management No 
General Ledger Yes 
Partnership Accounting No 
Purchasing & Receiving No 

Nonprofit

Accounting Yes 
Committee Management No 
Donor Management No 
Dues Management No 
Event Management No 
Fundraising Management No 
Member Database No 
Membership Management No 
Social Media Management No 
Volunteer Management No 

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