iPhi Solution

The iPhi™ Solution: Empowering charitable fiduciaries

Ren’s iPhi™ Solution is a fully integrated, web-based platform that includes both iPhi CoreEnterprise and iPhi PrivateViews. Whether you’re managing donor funds, investment accounting, financial reporting, or grant administration, iPhi™ provides a unified, easy-to-use solution for fiduciaries. Plus, optional Managed Services are available, offering full turnkey outsourcing or customizable solutions tailored to your organization’s needs.

What is iPhi™ CoreEnterprise?

iPhi™ CoreEnterprise is a cloud-based solution that combines all aspects of financial and fund management. From managing donor profiles and subaccounting to generating financial reports and statements, iPhi™ keeps everything in one place, making it easier for fiduciaries to manage complex charitable activities. 

Core Features of iPhi™ CoreEnterprise

Real-time accounting with integrated general ledger and fund reporting, all automated.

Manage donor, grantee, and transaction data from one platform.

Supports daily NAVs, ensuring accurate investment tracking.

Efficient processes for income distribution, administration fee calculations, spending policies, and fund statements.

Streamlined tools for grant-making and payment administration.

Connect with third-party systems like Salesforce and banks for better data flow.

iPhi™ PrivateViews: Secure, Real-Time Access

PrivateViews offer donors, fundholders, and administrators secure access to their data, all housed in the iPhi™ system. No need for separate portals, everything is integrated for simplicity. 

Types of PrivateViews include: 

DonorView: Make contributions, recommend grants, and track fund activity—paperless. 

ClientView: Client administrators have real-time access to individual fund or subaccount activity, with statements and consolidated reports.  

AdvisorView: Manage funds on behalf of donors with real-time reports and easy fund transactions. 

GranteeView: Grant administrators can track applications, manage payments, and update profiles. 

ScholarView: Scholars can apply for scholarships, track application statuses, and update their personal profiles. 

Why Choose iPhi™?

  • Unified platform: A single system for managing donor, grant, and financial data across all philanthropic fund types. 
  • 24/7 access: Real-time data whenever you need it. 
  • Security-first: Single Sign-On and 2-Factor Authentication for safe access. 
  • Scalable: Ideal for growing organizations with expanding needs. 

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