Endowment Manager
Why Choose Endowment Manager?
Choose Endowment Manager if you need a flexible tool to handle complex fund accounting for endowments. It automates calculations, supports custom policies, and integrates smoothly with other finance software, saving you tons of time and reducing errors.
NPact’s Endowment Manager is a flexible financial processing tool designed specifically for fund investment accounting. Endowment Manager enables foundations and other non-profits to automate complex recurring calculations regarding endowment fees, spending policies, income allocation, and rebalancing, removing the need for spreadsheets and compiling information from disparate systems. Endowment Manager can be integrated with NPact's GE NXT solution for Grant Management, and with Blackbaud’s FE NXT solution for Finance. Key features include: Manage endowments through configurable and customizable calculation methodologies: Average Daily Balance, Month End Balance, and Rolling Averages Access Fund Record to view the assigned revenue pools, rebalancing strategies, fee schedule, and spending policy pool Allocate investment income, fees, and spending policies while supporting exceptions Rebalance endowments against investment targets or cash Create stewardship reports and identify trends and patterns Reduce the risks associated with accounting for endowments Rapidly respond to requests and provide online access Real-time bi-directional integration with Blackbaud Financial Edge NXT Supports Investment Income, Fees, Spend Policy, Rebalancing Investment Asset Portfolios, Cash Calls
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Endowment Manager Introduction
What is Endowment Manager?
NPact’s Endowment Manager is a flexible financial processing tool designed specifically for fund investment accounting. Endowment Manager enables foundations and other non-profits to automate complex recurring calculations regarding endowment fees, spending policies, income allocation, and rebalancing, removing the need for spreadsheets and compiling information from disparate systems. Endowment Manager can be integrated with NPact's GE NXT solution for Grant Management, and with Blackbaud’s FE NXT solution for Finance. Key features include: Manage endowments through configurable and customizable calculation methodologies: Average Daily Balance, Month End Balance, and Rolling Averages Access Fund Record to view the assigned revenue pools, rebalancing strategies, fee schedule, and spending policy pool Allocate investment income, fees, and spending policies while supporting exceptions Rebalance endowments against investment targets or cash Create stewardship reports and identify trends and patterns Reduce the risks associated with accounting for endowments Rapidly respond to requests and provide online access Real-time bi-directional integration with Blackbaud Financial Edge NXT Supports Investment Income, Fees, Spend Policy, Rebalancing Investment Asset Portfolios, Cash Calls
How to use Endowment Manager?
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Why Choose Endowment Manager?
Choose Endowment Manager if you need a flexible tool to handle complex fund accounting for endowments. It automates calculations, supports custom policies, and integrates smoothly with other finance software, saving you tons of time and reducing errors.
Endowment Manager Features
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