Fund Investment Tool Integration/Sync Process

Fund Investment Tool (FIT) pulls in the following data from Foundation Cloud Grants (FC Grants) (grants database):

• Funds
• Accounts (select distinct account number from FE Transactions table)
• Income Pools (from FE Project Attributes)
• Fund Fee Families (from FE Project Attributes)
• Fee Pool (from FE Project Attributes)
• Fee Schedules per fund (from FE Project Attributes)
• Spending Policy Pool (from FE Project Attributes)
• Spending Policy per fund (from FE Project Attributes)
• Rebalancing Strategies

FIT pushes the following data to FC Grants (grants database):

• Rebalancing strategy changes (to update the Foundation Cloud Community Portal investments)

FIT pushes the following data to FE NXT:

• Journal Entries

*Note: communication with FENXT via SKYAPI is currently only one-way. Nothing is read directly from FE NXT.