At last, an easier way to monitor, track, record and control investment account information for community foundations. FII integrates investment management and custody information into a common format, bringing the data directly into your FIMS or FoundationPower system. With FII, a single tool lets you more effectively and accurately monitor, track and exercise oversight for your billions of philanthropic assets. With FII, you can:
- Access and receive custodial data directly into FIMS and FoundationPower
- Eliminate paper-based manual reconciliation process
- Retrieve, reconcile and process custody data into the FIMS FACTS Module using a fully integrated and configurable set of business rules
- Provide investment data to your donors faster
- Enhance relationships with financial/investment community