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Additional Features

Included in Your Subscription

Balance offers features to make management of funds, users, and reporting options easy and intuitive. 

  • Bulk Import

Update fund profile fields for multiple funds using our Bulk Import tool.

  • Role Manager

Set user access and edit capabilities at the page level to keep your data secure.

  • User-Defined Reports

Build your own Balance reports using pre-defined data sets and our UDR builder tool.

 

Paid Features

Additional paid features are available to streamline your process and create a better workflow with your organization's existing systems.

  • Single Sign On

Use the same login for Balance that you use to access other systems in your organization (In Common members are eligible for this feature).

  • FTP File Transfer

Automate imports and exports directly to/from your general ledger.

Make your Balance subscription work for you. 

The program is great.   It has reduced the endowments workflow from 6 to 2 days.  Fundriver is user-friendly.  The support team is excellent.  They always answer your questions and help you to understand the system. 

– Claudia Naranjo, Senior Accountant, Rollins College