MicroEdge, solutions for effective giving Return to Homepage
MicroEdge, solutions for effective givingMicroEdge, solutions for effective giving
Solutions Products Education & Services Technical Support News & Events About MicroEdge



Effortlessly handle investment pools and unitized allocations

With the FACTS (Fund and Account Tracking System) and Asset Allocation modules, you can use FIMS to:

  • Manage an unlimited number of investment pools
  • Reconcile investment accounts in a snap
  • Accurately calculate unitized allocations
  • Maintain target investment allocations for each fund investment
  • Easily rebalance the asset allocations
  • Automatically update the General Ledger

Benefit: The seamless integration between General Ledger, Accounts Payable and Investment Pool Management makes it easy for you to manage your financial resources.

Using the old system was an all-day, every-day type thing. Now I do a lot of work I couldn't have done then.
—The Jewish Federation of Greater Houston


What do you want to do?
Solutions Overview: Faith Based Foundations
Investment pools & unitized allocations
Donor acquisition
Internet services for donors and grantees
Quality donor statements & reports
Read client stories

Request More Information
Request more details about our solutions:
Online form
E-mail
1.800.899.0890 Option #1


Copyright ©2009 MicroEdge, Inc. All Rights Reserved