# Endowment Manager Reviews
**Vendor:** NPact  
**Category:** [Nonprofit Accounting Software](https://www.g2.com/categories/nonprofit-accounting-software)  
**Average Rating:** 3.3/5.0  
**Total Reviews:** 2
## About Endowment Manager
NPact’s Endowment Manager is a flexible financial processing tool designed specifically for fund investment accounting. Endowment Manager enables foundations and other non-profits to automate complex recurring calculations regarding endowment fees, spending policies, income allocation, and rebalancing, removing the need for spreadsheets and compiling information from disparate systems. Endowment Manager can be integrated with NPact's GE NXT solution for Grant Management, and with Blackbaud’s FE NXT solution for Finance. Key features include: ​ Manage endowments through configurable and customizable calculation methodologies: Average Daily Balance, Month End Balance, and Rolling Averages​ Access Fund Record to view the assigned revenue pools, rebalancing strategies, fee schedule, and spending policy pool ​ Allocate investment income, fees, and spending policies while supporting exceptions ​ Rebalance endowments against investment targets or cash ​ Create stewardship reports and identify trends and patterns ​ Reduce the risks associated with accounting for endowments ​ Rapidly respond to requests and provide online access ​ Real-time bi-directional integration with Blackbaud Financial Edge NXT ​ Supports Investment Income, Fees, Spend Policy, Rebalancing Investment Asset Portfolios, Cash Calls




## Endowment Manager Reviews
  ### 1. Complete Expertise on Financial Management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Chinmay B. | Equity Research Analyst, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 12, 2023

**What do you like best about Endowment Manager?**

1. The support provided by Endowment Manager team is always outstanding. They have deep knowledge of the challenges and complexities associated with endowments and provide complete support with the utmost professionalism.
2. Software provides detailed and customizable reports and information like asset allocation and performance.

**What do you dislike about Endowment Manager?**

The pricing model of the software is quite expensive and is not very transparent. A more affordable and transparent pricing structure may make the software more accessible.

**What problems is Endowment Manager solving and how is that benefiting you?**

1. The portfolio analysis tool helps understand and compare different investment strategies. The reports provide detailed information about performance, investment allocation and spending.
2. Endowment Manager helps monitor the risk associated with the investment and takes appropriate steps to mitigate the risk.

  ### 2. Great tool, but has its flaws

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 17, 2022

**What do you like best about Endowment Manager?**

I like how easy to use this website is, and how the appearance is clean and clear for all users. The color-coding and a lot of visibility across users. The integration of data is seamless

**What do you dislike about Endowment Manager?**

The Endowment Manager tool can also be a bit clunky and there are features that are limited. I would like to see all of my accounts across platforms in one simple view.

**What problems is Endowment Manager solving and how is that benefiting you?**

The app solves my issues of wanting to keep track of my endowments, and allow me quick and easy access to a snapshot of all my accounts in one place. I no longer need to call someone each time.



- [View Endowment Manager pricing details and edition comparison](https://www.g2.com/products/endowment-manager/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+18%3A36%3A49+-0500&secure%5Bsession_id%5D=36df4a34-f3ed-441e-814d-505afbcfa6ea&secure%5Btoken%5D=4767488b73cc4f3d7c7fb05306c1fb2e71466e99f973ff6c2610168d12d901e0&format=llm_user)

## Endowment Manager Features
**General Ledger**
- Journal Entries
- Tags / Dimensions
- Audit Trail

**Accounts Receivable**
- Invoice Customization
- AR Automation
- Collections Automation

**Accounts Payable**
- AP Automation
- Payment Processing
- Purchase Orders

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