Automate your endowment reporting

Balance saves you time and gives you the automation and accuracy you need to streamline your workflow, simplifying audits and ensuring donor compliance.

What’s included with Balance?

Automated Fund Distribution

Set up multiple spending rules, assign funds, and let Balance do the work. Distribute based on donor specifications and your spending policy, even transfer into expendable funds automatically. Our endowment management reports help you proof out your calculation to the penny.

Streamlined Reporting Workflow

Post investment allocations to your funds seamlessly at the pool or manager level and be ready to run your reports in minutes. Time and sanity saved, and no more messy spreadsheet calculations.

Easy Audit and Export Tools

Ditch spreadsheet manipulation with our reporting suite. Estimate your spending, confirm fund balances, and get prepped for audit, all with a few clicks. Export into Word, PDF, or Excel for easy delivery or additional manipulation, or publish your reports to our Department Module so your internal stakeholders can run them at their convenience.

CarolineWilhelm

“Our unitization process is considerably faster and more efficient. The Balance reports are used widely across campus thereby increasing endowment communication and transparency. It has proven to be an excellent tool for our University in so many ways.”

– Caroline Wilhelm

Treasurer, Loyola Marymount University

What are you waiting for?

Make management of funds, users, and reporting options easy and intuitive.