Exceptional service starts with an exceptional team.
As a recognized leader in endowment administration software, we have seen it all. Our client base includes many of the leading organizations in the non-proﬁt community. In fact, Fundriver supports more than 500 non-profit institutions—ranging from small cultural organizations with fewer than 10 funds to higher education systems with billions in philanthropic assets. We meet our clients where they are, when we need us.
The Fundriver Balance team includes endowment accounting experts with an average of 10 years of experience who understand your needs and goals.
Our Onboarding Advisors work closely with you to ensure a smooth transition from your spreadsheets or legacy endowment accounting system.
After implementation, ongoing support is available to answer questions, provide guidance, and assist with software use. All users have access to support via email, phone and a ticketing system, as well as access to our robust knowledge base.
Each organization receives one free hour of training to help new users get up to speed or work on enhancing specific skills in the software. A video series is also available for self-guided instruction.
The support team along with our direct contacts have been amazing. They really help us out with our updates and issues. We always have confidence that when sending an email, the response back will be prompt. All in all, our team in investments here at Baylor is happy working with Fundriver.– Jonathan Tomby, Baylor College of Medicine
Reach out to our Balance Support Team for assistance.