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SFTP: Secure File Transfer Protocol
What is SFTP? SFTP is a mechanism for transferring files between two computer systems without needing to download or upload files manually. FTP can be used to transfer export files from Balance to…
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Investment Portfolio Module - Ability to Track Investment Detail by Manager
The Investment Portfolio Module enables customers to organize and reconcile multiple investment statements within the Balance platform. The module features the following:…
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Expendable Funds Module
The Expendable Funds Module was developed to help clients track the balances of spendable funds within Balance, that are not part of the Endowment Pool.…
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