Why Us

Endowment Tech Services (Endowment-Tech) is an end-to- end Information Technology (IT) services provider for Endowments, Foundations and related investment management firms only. We support Endowment and Foundations specific CRM, Investment Analytics, Risk, Performance, Valuation, Operations, Due Diligence and Reporting domain areas.

Endowment-Tech Services has complete range for Endowment and Foundations specific IT solutions including CTO Services, Information Management Systems, Data Management / BI, Application Development, and QA Services.

With focused only around Endowments and Foundations, there are high chances that we might have solved for challenges you are facing today somewhere else. With our experience, we can deliver best quality solutions to your complex challenges big or small in an efficient and timely manner.

Family Office Technology
30Years of Collective IT experience
7 Domain Areas within Endowment Supported
26Endowment Specific Technologies Supported
3 Business Engagement Models

Endowment Capabilities Overview



Manager Relationship Management System
Manager relationship management system (CRM)
Investment Analytics
Investment Analytics
Risk
Risk
Performance
Performance
Valuation
Valuation
Operations
Operations
Reporting
Reporting

Technologies & Services

Data Management and Analytics for Endowment Funds

Data Management / BI

Endowment tech categorizes and analyze various types of investment channel. We look at life cycle of various Funds and depict the trends with different visualization techniques. Analyzing data sources, linking different sources with domain expertise and managing exception data sets for future analysis is our core strength. We help our clients to define & implement Data Governance standards to keep the industry standard data quality for better analytical needs.

Application Development

We help customers in Endowments across North America with ever evolving technology and more and more emphasis been given to the security of the applications in place, it is always a great investment in having your applications upgraded and updated to the demands of being a highly reliable and scalable solution.

Application Development for Endowment Funds

Many endowments are getting more done with
Endowment-Tech Services