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What is Endowment Manager?

The Endowment Managerâ„¢ software is an all-encompassing solution designed to handle information, equipping you and your endowment management team with the tools needed to enhance endowment performance. Functioning as a meticulously designed and fully auditable subsidiary ledger, it focuses on managing data related to endowment and other restricted accounts. This software can effortlessly integrate with your current systems, including general ledger, accounts payable, grant management, or fundraising, through auditable batch transactions and can accept data directly from your custodian or investment management firms. It supports the administration of various investment pools, each with unique distribution rules regarding shares, income, gains, and expenditures. Furthermore, it can be easily aligned with your existing chart of accounts and allows for modifications in anticipation of future account structures. In addition, the software provides comprehensive compliance information, which is crucial for effective oversight and monitoring of fund account restrictions and expenditures, ensuring both transparency and accountability. Ultimately, the Endowment Managerâ„¢ stands out as an essential resource for all your financial management requirements, making the task simpler and more efficient for your team.

What is Duet360 OneOffice?

Duet360 OneOffice, developed by Endowance Solutions, serves as an integration platform that seamlessly connects Salesforce with various ERP systems, including Infor, Epicor, Sage, Microsoft Dynamics, NetSuite, SAP, and IFS. This cutting-edge solution enables organizations to unify data from multiple ERPs within a single Salesforce environment, addressing complex requirements such as multi-company accounting and customized management of Ship-To accounts. By optimizing both front-end and back-end processes, Duet360 OneOffice facilitates rapid deployment—often within a four-week period—allowing companies to make informed, data-driven decisions while effectively responding to customer demands. As a managed cloud service, it alleviates integration difficulties, enhances performance and reliability, and minimizes the need for extensive IT resources, ensuring that businesses can dedicate their efforts to core activities without being sidetracked by technical issues. This all-encompassing strategy not only boosts operational efficiency but also equips organizations to swiftly adjust to evolving market trends, ultimately fostering sustained growth and innovation. Moreover, the platform's user-friendly interface and robust support further enhance its appeal, making it an invaluable tool for organizations aiming to streamline their operations.

Media

Media

Integrations Supported

Epicor Prophet 21
Microsoft Dynamics 365
NetSuite
SAP ERP
Sage Intacct
Salesforce

Integrations Supported

Epicor Prophet 21
Microsoft Dynamics 365
NetSuite
SAP ERP
Sage Intacct
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Endowment Solutions

Company Location

United States

Company Website

www.endowmentsolutions.com/wp/endowment-manager/

Company Facts

Organization Name

Endowance Solutions

Date Founded

2007

Company Location

United States

Company Website

www.endowance.com/duet360oneoffice

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Nonprofit

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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