Help Articles
Help Articles
Access resources and FAQs
Getting Started
Get setup for success by starting here!
Add-On Modules
Check out available add-on modules designed to make your job easier!
2 articles Active 3 days ago
Getting to know your database
Take some time to get familiar with the ins and outs of your database.
2 articles Active 4 mths ago
The Implementation Process
Just getting your database setup? We've done this thousands of times an have perfected every step of the way. More importantly, we're here to help. Learn more about the implementation process in this section.
New User Support
Are you new here? Maybe you're feeling a little rusty? Either way, we've got you covered! Start here to learn more about endowment accounting and how to get setup for success in Fundriver Balance.
6 articles Active 4 mths ago
Working in Fundriver Balance
You're here! Now what? Dive in to learn more about common task and processes that are going to make your job easier!
Investment Pool
Where all the Investment pool and manager info lives!
2 articles Active 2 mths ago
Reports
Everything you need to know about the Reports available in your database.
4 articles Active 4 mths ago
Import/Export
All things Imports/Exports!
4 articles Active 1 mth ago
Funds
This is where all your fund information lives.
5 articles Active 1 mth ago