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Fund Reporting Module - User Guide
Welcome Fund Reporting Role User! This guide will help you navigate through your database. Should you have any questions, please contact your organization’s Balance Database Administrator.…
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How do I Reset my Password?
This article is for customers who do NOT use Single-Sign On (SSO) to access Balance. Please reach out to support.balance@evertrue.com with any SSO access issues.…
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Fund Reporting Module - Client Administrator Guide
The Fund Reporting Module is replacing the original Department Site. These users will now access your database using the same link as you instead of accessing a completely separate site,…
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Working in a test environment (UAT or Z database)
Test environments (UATs) are created for customers to apply different scenarios or customizations to their data and review outcomes without putting their production data at risk.…
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How to Edit a User
Step by step instructions for editing user information in Balance are found below. This is only applicable to users assigned to the Client Administrator role.…
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How Do I Update my Multi-Factor Authentication Information?
The security of client data is a high priority here at Evertrue. We utilize a Multi-Factor Authentication (MFA) system when users log in to Balance. Multi-factor authentication will require a user to…
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Managing Custom Fund Profile Field Labels
Balance gives users the ability to relabel/rename various Fund Profile fields to better suit your organization's needs. To manage custom labels, navigate to Administration on the left side panel.…
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Department Module - Client Administrator Guide
We are in the process of developing major upgrades to our Department Module. Once we're ready to roll out the new module, this guide will be fully updated.…
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Department Module - Department User Guide
Welcome Department User! This guide will help you navigate through your Department Module site. Should you have any questions, please contact your organization’s Balance Administrator.…
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How Do I Disable a User in Balance?
Step by step instructions for disabling user in Balance are found below. Please Note: Fundriver only allows disabling of users, not deleting, for audit trail accuracy.…
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How Do I Add a User In Balance?
Step by step instructions for adding a new user in Balance are found below. For customers with Single Sign On (SSO) configuration, please see the section towards the bottom of this article for…
The nuts and bolts of your database.