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Fundriver University

  • Welcome to Fundriver!

    12/11/2020 | 02:50

    Welcome to Fundriver!

    Created 12/11/2020

  • Adding a New User

    06/02/2020 | 01:57

    Adding a New User

    Created 06/02/2020

  • Adding a Fund

    05/27/2020 | 01:36

    How to add a new fund in Fundriver

    Adding a Fund

    Created 05/27/2020

  • Adding a Fund Category

    05/28/2020 | 00:53

    Adding a Fund Category

    Created 05/28/2020

  • Recording Transactions

    12/10/2020 | 07:30

    Recording Transactions

    Created 12/10/2020

  • Post and Reconcile Investment Activity

    12/22/2020 | 02:51

    Post and Reconcile Investment Activity

    Created 12/22/2020

  • Posting Investment Activity with Portfolio Module

    12/22/2020 | 07:41

    Posting Investment Activity with Portfolio Module

    Created 12/22/2020

  • Due To Due From

    03/16/2021 | 09:32

    Due To Due From

    Created 03/16/2021

  • Due To/Due From with Invst Portfolio Module

    03/22/2021 | 06:27

    Due To/Due From with Invst Portfolio Module

    Created 03/22/2021

  • Spending- Setting Up New Rules & Running Reports

    03/25/2021 | 21:53

    Spending- Setting Up New Rules & Running Reports

    Created 03/25/2021

  • Assessing Fees

    06/11/2020 | 08:03

    Learn how to add a fee schedule in Fundriver

    Assessing Fees

    Created 06/11/2020

  • How To Close a Fund

    11/04/2020 | 05:24

    Need to close a fund? We recommend deactivating the fund in Fundriver. Follow along with these easy steps!

    How To Close a Fund

    Created 11/04/2020

  • Reopening a Prior Period

    02/03/2021 | 06:42

    Reopening a Prior Period

    Created 02/03/2021

  • Inside Fundriver Reports

    03/26/2021 | 11:51

    Inside Fundriver Reports

    Created 03/26/2021

  • Bulk Import Tool

    06/03/2020 | 07:03

    Learn how to use the bulk import feature in Fundriver to make changes to funds in bulk!

    Bulk Import Tool

    Created 06/03/2020
  • Welcome to Fundriver!
    12/11/2020 | 02:50
    Welcome to Fundriver!
    02:50 >

  • Adding a New User
    06/02/2020 | 01:57
    Adding a New User
    01:57 >

  • Adding a Fund
    05/27/2020 | 01:36
    Adding a Fund
    01:36 >

  • Adding a Fund Category
    05/28/2020 | 00:53
    Adding a Fund Category
    00:53 >

  • Recording Transactions
    12/10/2020 | 07:30
    Recording Transactions
    07:30 >

  • Post and Reconcile Investment Activity
    12/22/2020 | 02:51
    Post and Reconcile Investment Activity
    02:51 >

  • Posting Investment Activity with Portfolio Module
    12/22/2020 | 07:41
    Posting Investment Activity with Portfolio Module
    07:41 >

  • Due To Due From
    03/16/2021 | 09:32
    Due To Due From
    09:32 >

  • Due To/Due From with Invst Portfolio Module
    03/22/2021 | 06:27
    Due To/Due From with Invst Portfolio Module
    06:27 >

  • Spending- Setting Up New Rules & Running Reports
    03/25/2021 | 21:53
    Spending- Setting Up New Rules & Running Reports
    21:53 >

  • Assessing Fees
    06/11/2020 | 08:03
    Assessing Fees
    08:03 >

  • How To Close a Fund
    11/04/2020 | 05:24
    How To Close a Fund
    05:24 >

  • Reopening a Prior Period
    02/03/2021 | 06:42
    Reopening a Prior Period
    06:42 >

  • Inside Fundriver Reports
    03/26/2021 | 11:51
    Inside Fundriver Reports
    11:51 >

  • Bulk Import Tool
    06/03/2020 | 07:03
    Bulk Import Tool
    07:03 >