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features
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support

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Description

Foundant's CommunitySuite is a cloud-based, integrated solution that allows you to manage fund advisor relationships. It includes robust fund accounting, constituent management (CRM) and events management. This will allow you to spend your time focusing on your mission. It's supported by responsive philanthropy professionals who are committed to client success. You can use one system to manage your operations to eliminate silos, build your team, and maximize your impact.

Description

The Fund Administration software solution is easy to use and affordable, with a Client Portal. NAVCalc is a simple and straightforward solution for managing clients, their deposits and withdrawals. It calculates their fund share, fees and NAV with accuracy. You can be sure that your fund accounting will be accurate and error-free. Our Client Portal will provide your clients with a seamless, professional experience. It will increase your fund's credibility and transparency while allowing you to focus on growing your fund. Our product is intuitive and easy-to-use, ensuring that a smooth transition away from traditional Excel spreadsheets or other tools. We work with funds and investment firms to ensure that our solution meets their needs, and allows them to prosper and grow.

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

$300
Free Trial Yes 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises Yes 
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) No 
Online Support Yes 

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 Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Foundant Technologies

Founded

2006

Country

United States

Website

www.foundant.com/products/foundation-management-software/

Vendor Details

Company Name

DYNAM Dynamic Asset Management s.r.o.

Founded

2019

Country

Czech Republic

Website

www.navcalc.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Donation Management

Campaign Management Yes 
Donation Tracking Yes 
Donor Database Yes 
Event Management Yes 
Gift Management Yes 
Grant Management Yes 
In-Kind Donations Yes 
Matching Donations No 
Mobile Donations Yes 
Online Donations Yes 
Pledge Management Yes 
Receipts / Statements Yes 
Recurring Donations Yes 
Volunteer Management No 

Event Management

Attendee Management No 
Badge Management No 
Conferences / Conventions No 
Exhibit / Vendor Management No 
Gamification No 
Room Block Management No 
Social Media Promotion No 
Sponsorship Management No 
Surveys & Feedback No 
Ticketing No 
Volunteer Management No 
Weddings / Parties No 

Fund Accounting

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

Grant Management

Compliance Management No 
Contract Management No 
Grant Application Management No 
Grant Award Tracking No 
Grant Opportunity Search No 
Self-Registration No 

Scholarship Management

Applicant Management No 
Applicant Portal No 
Commenting / Notes No 
Customizable Forms No 
Interview Management No 
Recommendations Management No 
Reviewer Management No 
Scoring No 
White Label No 

Product Features

Fund Accounting

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

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