Endowment Manager

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Overview

About Endowment Manager

Endowment Manager allows users to track Account Demographics Including campus/location, department, use, and restriction Type. Employees can track transaction history by transaction type and transaction date for each endowment account and manage account balance for corpus, earnings, and total market value. Endowment Manager enables businesses to manage underwater accounts and configure spending rules by account.

Endowment Manager Pricing

Annual hosting starts at $3,000. Systems with Additional Funds and Users are slightly higher. Full integration and conversion services are available.

Starting price: 

$3,000.00 per year

Free trial: 

Not Available

Free version: 

Not Available

Endowment Manager dashboard

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