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 fund management

Browse RFP templates

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Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

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Documents related to » fund management

GMS Accounting Management Software


GMS has been generating accounting software specific to not-for-profits since 1980. The GMS Accounting and Financial Management System is not a traditional commercial accounting or government fund package adapted for not-for-profit use. It is a grant and contract accounting system. In later years, GMS created the GMS Revolving Loan Servicing System for use in clients' offices that administrated revolving loan and other lending programs. GMS is a privately held company and is an employee stock ownership plan (ESOP). Our headquarters is located in Kensington, Maryland (USA), with six employees working at that location. The rest of staff is located throughout the USA in different states.

fund management  commercial accounting or government fund package adapted for not-for-profit use. It is a grant and contract accounting system. In later years, GMS created the GMS Revolving Loan Servicing System for use in clients'' offices that administrated revolving loan and other lending programs. GMS is a privately held company and is an employee stock ownership plan (ESOP). Our headquarters is located in Kensington, Maryland (USA), with six employees working at that location. The rest of staff is located throughout Read More

GMS Accounting and Financial Management System


The GMS Accounting and Financial Management/Reporting System integrates all accounting activity into an entity-wide system. The GMS Accounting system is not sold as separate modules, but rather as a package containing all the necessary functions to run your not-for-profit on a daily basis. Our underlying system design is entity-wide, providing you an integrated accounting system that performs all accounting activities. Systems are available in a 1–2 user version, a 3–4 user version, and a 5-or-more user version, either in Access or SQL Server applications. GMS has add-on software that can be purchased in addition to the basic package, including accounts receivable (AR), purchase orders (POs), direct deposit, fixed assets, and report writer. GMS also has a myriad of additional supplements to enhance your reporting features and that fit specific applications within your agency. GMS is designed to handle activity accounting. It is not a fund accounting system, but a grant and contract accounting system created and written specifically to account for grants, contracts, and activities. Key features include compliance with Financial Accounting Standards Board (FASB) 116 and 117 (requirements that all not-for-profit organizations follow); accounting, reporting, and budget monitoring for multiple grants and contracts, even if they have differing funding periods; multiple ways to handle important cost allocation issues for common costs, general and administrative costs, indirect costs, fringe benefits, leave costs, and various specialized cost pools; and a variety of ways to comply with all major Office of Management and Budget (OMB) Circulars. Our clients are exclusively not-for-profit and public organizations. They range in size from two to more than 1,000 employees.      

fund management  It is not a fund accounting system, but a grant and contract accounting system created and written specifically to account for grants, contracts, and activities. Key features include compliance with Financial Accounting Standards Board (FASB) 116 and 117 (requirements that all not-for-profit organizations follow); accounting, reporting, and budget monitoring for multiple grants and contracts, even if they have differing funding periods; multiple ways to handle important cost allocation issues for common Read More

Automating Stimulus Fund Reporting


Tracking and reporting stimulus fund spending are difficult tasks for chief information officers (CIOs). The US government’s accountability demands are forcing organizations that are spending American Recovery and Reinvestment Act (ARRA) funds to analyze floods of data. Discover how automated ARRA reporting systems can help you comply with reporting requirements without excessive labor costs or data management headaches.

fund management  | Report on Mutual Fund | Asset Management | Governmental Accounting | American Recovery and Reinvestment ACT of 2009 | Investment Management | Income Tax ACT | Reporting Financial | International Financial Reporting Standards | SAP Fund Reporting Articles | Accounting and Financial Reporting Whitepapers | SAP Businessobjects Solutions Fund Reporting White Papers | TEC Fund Reporting Whitepaper | Technology Evaluation Centers Arra Reporting Solution | What Arra Means | What is American Recovery and Read More

Workday Becoming a Global Financial Management Software Provider


In a slew of announcements at the recently held Workday Rising 2012 user conference, one major theme has been that Workday, the cloud software company that initially started with providing human resource management system (HRMS) and which later added payroll software, now has 40 financial management customers as well (10 percent of its customer base). Most recently, the roster of Workday Financial

fund management  including grants management and fund accounting—driving reporting and compliance. Grants Management and fund accounting for education and government organizations deliver visibility into grant activity, improved compliance with grantor reporting requirements, and enable the monitoring of the use of funds to help ensure they are segregated appropriately. Other relevant features are commitment accounting, budgetary control, effort certification, multi-dimensional budget structures, and new Worktags Read More

Provider of B2B Price Management and Optimization Speaks Out


In addition to growing at a breakneck pace for the last few years, Vendavo has recently rounded out its suite for price and margin management. The market should take notice, while the competition should indeed watch out.

fund management  the investment would “help fund Vendavo’s product development, extending and deepening the links between its pricing solution and critical enterprise systems.” SAP Ventures then joined Vendavo’s existing investors, including Doll Capital Management (DCM) , InterWest Partners , Mesirow Financial , Sigma Partners , and Split Rock Partners . The same press release additionally clarifies the company’s hopes and intentions, as expressed by Nino Marakovic, investment partner with SAP Ventures: “By Read More

Talent Management Best Practices in 2010


Download your copy of the Aberdeen report Cracking the Code for Talent Management.

fund management  Management Best Practices in 2010 How do you build a superior talent management program from recruitment right through to succession planning? Many best-in-class companies are exploiting Web 2.0 tools such as social networks, blogs, and Webcasts to achieve higher levels of employee productivity and retention, facilitate knowledge capture and transfer, connect employees with colleagues across the organization, and provide visibility into work/project progress by dispersed teams. Learn the strategies Read More

Do You Need a Content Management System?


Understanding what content management means is the first step to determine how a solution will suit your company. Because of the abundance of information both inside and outside of organizations, it is crucial to harness it as an effective business asset.

fund management  You Need a Content Management System? Introduction The ongoing drive to save time and money drives organizations to look into content management. As the costs of software and implementation range from almost free to millions of dollars and choosing the right vendor or system is vital, this decision can be daunting. The term content management : What does it mean? Content management is a phrase you hear everywhere these days. Companies claim they do content management and vendors say that they sell Read More

PTC Windchill 10 for Product Lifecycle Management (PLM) Certification Report


PTC Windchill 10 is TEC Certified for online evaluation product lifecycle management (PLM) solutions in the PLM Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

fund management  Windchill 10 for Product Lifecycle Management (PLM) Certification Report PTC Windchill 10 is TEC Certified for online evaluation product lifecycle management (PLM) solutions in the PLM Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More

More Than "Talent": Exploring Talent Management and Workforce Management as a Continuum


“Talent” traditionally refers to key people—executives, experts, rock stars, etc.—that a company does not want to lose, while the majority of the company’s workforce are people who are considered more easily replaceable. But the general workforce can serve as a pool for future talent. This thought leadership explores some of the principles that are driving talent management and workforce management technologies—so you can help each and every one of your employees reach their potential and make the most of your entire workforce.

fund management  Than Talent : Exploring Talent Management and Workforce Management as a Continuum “Talent” traditionally refers to key people—executives, experts, rock stars, etc.—that a company does not want to lose, while the majority of the company’s workforce are people who are considered more easily replaceable. But the general workforce can serve as a pool for future talent. This thought leadership explores some of the principles that are driving talent management and workforce management Read More

Campus Management


Clients benefiting from Campus Management Corp® services and solutions represent a rich diversity of colleges and universities, each with its own unique constituencies, mission, and learning environment

fund management  Management Clients benefiting from Campus Management Corp® services and solutions represent a rich diversity of colleges and universities, each with its own unique constituencies, mission, and learning environment Read More

Tenrox Project Workforce Management Certification Report: Project Portfolio Management (PPM) for Internal Departments


Tenrox Project Workforce Management is now TEC Certified for online evaluation of PPM solutions in the Project and Process Management Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

fund management  Project Workforce Management Certification Report: Project Portfolio Management (PPM) for Internal Departments Tenrox Project Workforce Management is now TEC Certified for online evaluation of PPM solutions in the Project and Process Management Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product Read More

Cash Management 101


Cash management is an essential business process all organizations must perform to survive. Though cash management uses automation for much of the “grunt” work, it is human intelligence in the financial decision making that does the rest.

fund management  placements and for borrowing funds. Unlike in other countries, in the United States, a bank account that is credited with deposits does not begin to earn deposit interest until three business days have passed. Furthermore, an American business account specifically may not be overdrawn, which necessitates cash management to be the most important activity of a business''s financial management. For all companies—and in particular, public traded companies—major financial statements include the income Read More

Oracle Transportation Management


Oracle Transportation Management delivers robust transportation planning and execution capabilities to shippers and third party logistics providers. It integrates and streamlines transportation planning, execution, freight payment, and business process automation on a single application across all modes of transportation, from full truckload to complex multileg air, ocean, and rail shipments. Oracle Transportation Management lowers transportation costs, improves customer service and asset utilization, and provides flexible, global fulfillment options. Oracle Transportation Management delivers the capabilities users need in an open-standards-based architecture that allows users to start with a single component or any mix of components, while giving users the flexibility to grow easily, without installing or reinstalling added functionality. Oracle Transportation Management can be used with an enterprise resource planning (ERP) or legacy order management system as well as any commercial best-of-breed or legacy warehouse management system (WMS). Oracle Transportation Management, part of the Oracle E-Business Suite, integrates with Oracle Order Management and Oracle Warehouse Management to ensure effective fulfillment of customer orders.  

fund management  Transportation Management Oracle Transportation Management delivers robust transportation planning and execution capabilities to shippers and third party logistics providers. It integrates and streamlines transportation planning, execution, freight payment, and business process automation on a single application across all modes of transportation, from full truckload to complex multileg air, ocean, and rail shipments. Oracle Transportation Management lowers transportation costs, improves customer Read More

10 Principles for Knowledge Management Success


Knowledge management (KM) can mean different things to an organization depending upon the nature of the initiative. KM is not a technology or set of methodologies, but a practice or discipline that involves people, processes, and technology. If implemented correctly, a KM initiative can improve the productivity and efficiency of an entire organization. With these ten basic principles, your organization can learn how.

fund management  Principles for Knowledge Management Success 10 Principles for Knowledge Management Success If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Comprehensive analytics provide the insights needed for assessing agent performance, continuously improving the customer experience, and making a solid business case for knowledge management . Source : Consona Resources Related to 10 Principles for Knowledge Management Success : Knowledge Read More

SmartOrg Portfolio Navigator for Product Lifecycle Management Certification Report


SmartOrg Portfolio Navigator is TEC Certified for online evaluation of product development and portfolio management (PD&PM) solutions in the Product Lifecycle Management (PLM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, and in-depth analyst commentary.

fund management  Portfolio Navigator for Product Lifecycle Management Certification Report SmartOrg Portfolio Navigator is TEC Certified for online evaluation of product development and portfolio management (PD&PM) solutions in the Product Lifecycle Management (PLM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, and Read More