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.
Investment Funds
Create and manage the investment funds across your portfolio.
Managed Income
Process investment income and automate amortization and allocations to endowments.
Trust Management
Gain instant visibility of all your estate trusts and endowment performance.
Trust Statements
Provide strong auditability and reporting for the funds, trusts, and endowment contracts.
Trust Distributions
Manage and track usage of funds and update your financial systems.
Assignments
Know which memorial locations and authorized persons are assigned to the trust, and track income and expenditure against people or locations.