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  • 1.  Adavico for Endowment Accounting

    Posted 30 days ago

    Good morning! 

    We're evaluating Adavico for endowment accounting and would love to hear from institutions currently using it. Rather than general impressions, we're most interested in the specifics:

    • How has it handled edge cases - underwater funds, complex spending policy calculations, or multi-asset pool allocations?
    • What did implementation actually look like, and how long before your team was truly self-sufficient?
    • What does your ongoing support experience look like - response times, issue resolution, escalation paths?
    • Are there workflows or reports you've had to build workarounds for?
    • Any integrations with your GL or investment custodian that have been smooth - or painful?

    We're especially interested in hearing from institutions that have been on the platform for 2+ years, since that's when the honeymoon period tends to be over. Direct messages welcome if you'd prefer to share candid feedback privately. Thank you!



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    James Cross
    Controller
    Wright State University Foundation
    james.cross@wright.edu
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  • 2.  RE: Adavico for Endowment Accounting

    Posted 29 days ago
    Edited by Karen Tumlinson 23 days ago

    We are exploring Adavico as well.