Fundmetric Advancement Stack
Fundmetric Incorporated · Operations & Productivity
Certification per Microsoft Marketplace.
Evidence tier Source Confirmed · 7 captures on record
What the publisher says
As described on Microsoft Marketplace.
Fundmetric Advancement Stack is a constituent data management, engagement, and analytics platform that gives nonprofits and advancement teams one trusted, compliant view of every supporter — and connects it directly to Microsoft Dynamics 365
Built for teams that live in Dynamics but need more than a CRM, the Fundmetric Advancement Stack layers advanced segmentation, self-service consent management, visual data automation, and self-serve reporting on top of your existing constituent data.
Show the rest of the publisher’s description (16 more lines)
Bi-directional Dynamics 365 integration
Connect natively to Dynamics 365 and Microsoft Dataverse over OData. Pull contacts, accounts, custom entities, and option sets into the platform, then sync enriched data and updated communication preferences back to Dynamics — with change tracking for efficient, incremental updates.
Consent and communication preferences, built in
Give constituents a self-service Preferences Centre to control exactly how they hear from you — by channel (email, SMS, postal, phone), source, and category. Preferences are enforced automatically across segments and campaigns, so opt-outs are respected everywhere, every time.
Advanced segmentation
Build dynamic or static segments with a visual query builder — filtering on constituent attributes, giving history, relationships, and consent status. Schedule automatic refreshes so your audiences always stay current.
Data Marts & Dashboards — self-serve reporting
Turn your constituent data into insight without waiting on a data team. Organize reporting into domains and data marts, then build reusable data models that pull together the tables and fields you care about — defining facts, dimensions, join relationships, and your own metrics and calculated dimensions. Assemble those models into interactive dashboards with drag-and-arrange widgets, and let a built-in semantic engine resolve your metrics to live, governed queries. Reusable variables at the domain and data-mart level keep definitions consistent across every report.
Visual data automation
Design no-code data pipelines that pull from Dynamics, SQL, Azure Blob Storage, REST APIs, and file uploads; transform, deduplicate, and enrich records; populate your data marts; and load or write results back to your systems. Schedule runs, trigger via webhooks, and monitor every execution.
AI-assisted, end to end
Get intelligent, context-aware help building pipelines, writing expressions, designing segments, and assembling data models and dashboards — so your team moves faster with less specialized expertise.
Governance and compliance by design
A flexible data model with custom entities and fields, full field-level audit history, soft deletes with restore, and tooling for privacy and data-subject requests — so you can meet GDPR/CCPA obligations with confidence.
Enterprise-ready
Role-based access control, a REST API with key-based authentication, and observability round out a platform designed to scale with your organization.
Preview
5 images
Agent build and provenance
See the full provenance
The layer-by-layer build, the evidence behind each claim, the risk basis and the cross-marketplace links are open to any account. Some rows are disclosed, some the source leaves Unknown; a free account shows you which.
Compliance
- FedRAMPConfirmedNot listed90%, registry-checkedNo FedRAMP Marketplace entry matched this vendor's domain, checked 2026-08-27registry recordas observed 2026-08-27
Confirmed means matched to a public authoritative registry. Claimed means the vendor or its listing states it, not yet cross-checked. A framework not shown was not found in any source we hold, which is not evidence against it. Not listed means a scoped registry check found no match for this vendor's domain: a No is a scoped registry check, not a compliance judgment. Confidence bands: 95% domain-verified, 90% registry-checked, 80% self-attested, 70% weak signal. Self-attested items marked “vendor's site” are gathered from the vendor's own website and are not verified by us.
Sources
Publisher resources
2 linksLinked repositories
Unknown means this listing does not publish a repository. It is not a statement that the code is closed, and a linked repository is not a claim that the publisher wrote it: the registry computes that relationship privately and does not publish it.
Evidence risk is the share of the build you cannot see before you deploy, not a security rating. Sign in to see the layer-by-layer basis for this band.