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Allocation Management

part of the The Financial Edge product line, by Blackbaud, Inc.

Automatically allocate amounts by account, account attribute, project, project attribute, transaction code and/or transaction attribute. Allocation Management provides mechanisms for both direct and indirect allocations, as well as reallocations based on ending balances, average daily balances or net change balances, eliminating the need for external spreadsheets that have no built-in validation. Define your investment pool and add projects to it, specifying the asset accounts that make up the project’s portion of the pool, and let the system do the rest! You can even account for fixed amount and percentage fees based on each project’s asset balance.

Related Products

"Allocation Management" is part of the The Financial Edge line of products, developed by Blackbaud, Inc..

The following third-party software products are designed to work in conjunction with The Financial Edge:

The following software product lines are also offered by Blackbaud, Inc.:

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  • System Requirements

    Desktop

    • Microsoft Windows

    Server

    • Microsoft Windows Server

    Database

    • Microsoft SQL Server
    • Sybase SQL Server
  • Industries

    The Financial Edge is made for businesses in the following industries:

    • Non-Profit Organization
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