Fundriver Departmental Module

Fundriver Departmental Module

Who should use this module?
Departmental users who manage or monitor endowment funds invested in the UVIMCO Long-Term Pool.

Fundriver Balance by Evertrue is the University’s web-based endowment management system. The Fundriver Departmental Module provides departments with access to their endowment projects invested in the UVIMCO Long-Term Pool.

Access Fundriver

Visit: https://virginia.fundriverbalance.com/ 

Navigation Overview

After logging in, three primary tabs appear on the left side of the screen: Dashboard, Funds, and Reporting.  

Dashboard

  • Displays system messages related to the Fundriver Departmental Module
  • Shows Total Market Value and Total Funds you are authorized to view

Funds

Search and review endowment accounts within your departmental organization that are invested in the UVIMCO Long-Term Pool.

  • Search by clicking the Gift ID or Name
  • Or type the Gift ID or Name in the search box above the Gift ID column

When a Gift is selected, you will see:

  • Fund Activity – Activity processed in Fundriver for a specific time period.
    • The most recent Ending Balance date reflects the endowment values shown on the right side of the screen.
    • An “as of period” indicator is expected in a future release for additional clarity.
  • Current Period (top of screen) – The period Central Finance is actively working in.
    • This does not reflect the activity displayed or the endowment values shown on the right side.
  • General Information and Endowment Values – Displayed on the right side of the screen.

Reporting

Run and export available reports:

  1. Click the Reports tab to expand available reports.
  2. Select a report.
  3. If required, choose Report Parameters using the dropdown menus.
  4. Click Run Report.
  5. The report opens in a pop-up window.
  6. To export, select a format (PDF, Excel, or Word) from the dropdown and click Export.

User Settings

Click the person icon in the top-right corner of any page and select Settings.

  • Update phone number (optional)
  • Change password (you may change this at any time)
  • Update multifactor authentication information

If you forget your password, select Forgot Your Password on the login screen.

Logout

Click the person icon in the top-right corner and select Logout.

Need Help?

For access requests, questions, or issues, contact [email protected].

Gift & Endowments