Fund Investment Tool

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Overview

About Fund Investment Tool

NPact’s Fund Investment Tool is a flexible financial processing tool designed specifically for fund investment accounting. Fund Investment Tool 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 Foundation Cloud 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, rebalancin...

Fund Investment Tool Pricing

Pricing information is provided by NPact Solutions.

Free trial: 

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Free version: 

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Spending policy landing page
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