The Full Story:
For Yvonne Metheny, accuracy is non-negotiable. Managing endowment data means regularly reconciling across multiple sources, including investment management through UVIMCO and custodial reporting from BNY Mellon.
In this environment, having a system she can trust is essential. Balance serves as that foundation. When something does not align, she starts there, using it as a baseline to investigate and resolve discrepancies.
In one instance, when numbers were off, the issue was ultimately traced back to an external input rather than Balance itself. That experience reinforced a mindset she’s developed over time: trust the system, then investigate outward.
“Tying back to our numbers is just so easy,” she shared.
That reliability supports her team’s day to day work. Balance functions as both a processing and reporting tool, helping her manage fund activity while maintaining alignment across financial data sources.
Over time, that consistency has held steady. As Yvonne noted, her team has used the system in largely the same way for about 16 years, a reflection of both familiarity and confidence in the workflows already in place.
That stability remained intact during a recent system migration. While large scale updates can often introduce risk, the transition was smooth, with no major issues identified. The team was able to continue their work without interruption.