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What is Stellar iPhi?

A comprehensive Software as a Service (SaaS) platform provides an extensive array of tools for overseeing donors, grantees, gift and grant transactions, along with detailed financial and investment subaccounting. It incorporates optional, secure, and interactive logins for constituents, facilitating real-time data access for donors, advisors, client administrators, scholars, board members, and various other stakeholders. Users can empower their donors through a top-tier donor advised fund platform or customize private labeled DAF solutions for different organizations. To streamline operations and minimize the burden on administrative staff, optional Stellar staff services are available at various levels. This system offers daily investment pricing and unitization, automated subaccounting statements, and consolidated client-level reports for both foundations and diverse participant subaccounting clients. Serving as a real-time enterprise resource, this SaaS solution features seamless hosting, ongoing updates, and dedicated account managers to guarantee optimal support and functionality for all users. By adopting this innovative platform, organizations can significantly enhance their operational efficiency and effectiveness in managing financial activities. Furthermore, the platform's user-friendly interface ensures that even non-technical staff can navigate and utilize its features with ease.

What is FundGuard?

Elevate your investment operations by harnessing real-time data that is intuitively woven into all workflows from the beginning. Move away from antiquated technology as you forge ahead into the future of investment accounting, delivering your clients unparalleled speed and cutting-edge digital experiences. Quickly adjust to evolving regulations while ensuring oversight and smoothly incorporating new asset classes, such as cryptocurrencies. Get ready for future expansion, enhance operational efficiency, and significantly reduce costs as you oversee general ledgers, NAV values, portfolio holdings, and cash. This advanced system is designed to handle almost limitless data volumes, overcoming the usual constraints of traditional relational databases. With its cloud-native structure, capabilities for big data, and distributed framework, it guarantees near real-time business continuity along with effective disaster recovery options. Additionally, this strategy promotes increased flexibility and responsiveness to shifts in the market and the needs of clients, allowing for a more proactive approach to investment management. As a result, organizations can position themselves advantageously in a competitive landscape.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

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

Stellar Technology Solutions

Date Founded

1999

Company Location

United States

Company Website

stellartechsol.com/sf/

Company Facts

Organization Name

FundGuard

Date Founded

2018

Company Location

United States

Company Website

www.fundguard.com

Categories and Features

Donation Management

Campaign Management
Donation Tracking
Donor Database
Event Management
Gift Management
Grant Management
In-Kind Donations
Matching Donations
Mobile Donations
Online Donations
Pledge Management
Receipts / Statements
Recurring Donations
Volunteer 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

Categories and Features

Fund Accounting

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

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