Allowing the non-profit organization to focus on what it does best
A full outsourced, back-office solution for non-profit organizations
Designed to handle all major fulfillment and portal functions; and endowment fund accounting and reporting
PBO Critical Functions & Flow
Daily reconciliation & accruals
Daily pool net asset values (NAVs)
Separately managed account processing
Automated multi-level fee processing
Data aggregation for multiple custodians
Portfolio modeling and rebalancing
Credit card and ACH processing
Planned gift administration
OFAC search tool
Payment processing
Tax reporting integration
Performance reporting
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Functional
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.