Track and Manage Your Funds

Maintenance of your cemetery is important, and it’s critical to monitor the availability of funds to achieve this. Funds Manager helps you track and manage endowments and other investments across your portfolio of trusts.
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Investment Funds

Create and manage the investment funds across your portfolio
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Trust Management

Gain instant visibility of all your estate trusts and endowment performance
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Trust Distributions

Manage and track usage of funds and update your financial systems
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Managed Income

Process investment income and automate amortization and allocations to endowments
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Trust Statements

Provide strong auditability and reporting for the funds, trusts, and endowment contracts
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Assignments

Know which memorial locations and authorized persons are assigned to the trust, and track income and expenditure against people or locations