Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Fund EZ nonprofit accounting software gives visibility into every facet of their organization. The software helps users to create and track budgets across fiscal years, detailing actual vs. budget for multiple projects, programs, grants, funding sources, departments, locations, etc.
Fund EZ can be used to create and track budgets of all kinds, whether it be multiple projects or grants, different funding sources, or separate departments. The software is fiscal year independent. Fund EZ's logical interface helps users access all necessary data and sort, filter, export, print or email information.
Fund EZ's basic fund accounting module is a great fit for most nonprofits, including those involved in animal welfare, healthcare, higher education, faith-based ministries and more. Fund EZ Pro is an add-on for larger nonprofits that allows for the creation of a customized chart of accounts, as well as balance sheets and customized reports.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$125/month
Cloud Hosted Fund EZ Nonprofit Accounting Standard Edition with 1 user (We also offer On-Premise installed versions which are a different pricing model).
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
Yes
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
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Endowment Solutions
Country
United States
Website
www.endowmentsolutions.com/wp/endowment-manager/
Vendor Details
Company Name
FUND E-Z Development
Founded
1991
Country
United States
Website
www.fundez.com
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
Product Features
Fund Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Activity Tracking
Yes
Asset Management
No
Bank Reconciliation
Yes
Budgeting & Forecasting
Yes
Compliance Management
No
Donor Management
Yes
General Ledger
Yes
Partnership Accounting
No
Purchasing & Receiving
Yes