The KPM Company

KPM Technologies, Inc. headquartered in Boston, MA is the leading provider of endowment and restricted fund managment software and services. Established in 1998, KPM has been providing innovative technology software and services to both financial and not-for-profit community. In 2000 KPM Technologies concentrated its focus on providing software and services for the not-for-profit community, including colleges and universities, private schools, arts organizations, community foundations, social service agencies, healthcare organizations, and other types of charities and cultural institutions.

KPM is led by an experienced management team with a history of success delivering software solutions to investment management firms as well administrative technology solutions to the education market. KPM has combined its experience in investment and accounting systems with an understanding of the not-for-profit administrative business processes to provide an innovative and comprehensive solution for the not-for-profit community.

The KPM Solution

Building an endowment, through both endowment donations and return on endowment investment involves managing the process and flow of information across many systems and groups. KPM recognizes this increasingly complex and critical function of administering the endowment and managing the information and communication across the organization and to the donors. As a result, KPM has concentrated on providing a software solution to help organizations meet the challenges of managing and maximizing their endowment. ENDOWMENT MANAGER, KPMs flagship product, has been designed to seamlessly connect the many business processes and players -Trustees and others on the Investment Committee; Finance/Treasury staffs; Development/Alumni Affairs staffs; and the staffs of departments using endowment funds.

The software can selectively provide the information they need in order to work together toward the common goal of maximizing endowment outcomes over time. It interfaces with a nonprofit organization’s General Ledger and fundraising software to add the information layer needed to comprehensively and optimally support the process of building and managing the organization’s endowment.

The KPM Clients

ENDOWMENT MANAGER has been successfully managing endowments since 2000. Today it is being used at many leading not-for-profit organizations.

KPMs success is dependent on the success of our clients. The ENDOWMENT MANAGER is delivered based on providing a client centric approach to every implementation:

• Ensuring the functionality supports the clients requirements
• Understanding and accommodating the clients unique business needs and processes
• Guarantying that clients are 100% satisfied with the implementation
• Providing ongoing business expertise and support

As a result of KPMs approach and comprehensive software solution, KPM is able to consider every customer as a potential reference.