G2

Chinmay B.

Equity Research Analyst

Small-Business (50 or fewer emp.)

7/12/2023

"Complete Expertise on Financial Management"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.