Included in Your Subscription
Balance offers features to make management of funds, users, and reporting options easy and intuitive.
Update fund profile fields for multiple funds using our Bulk Import tool.
Set user access and edit capabilities at the page level to keep your data secure.
Build your own Balance reports using pre-defined data sets and our UDR builder tool.
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