Difference between revisions of "Category:Investments"

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==Investments==
 
  
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This user guide is intended to describe and explain the Investments module within DDI-Connect. This document is meant to assist you in doing your job within the context of our business applications. If you have questions that it does not address, please contact DDI Support at support@ddi.org or (317) 713-2480.
 
  
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This area describes and explains the Investments module within DDI-Connect. This area of the system is meant to assist you in doing your job within the context of our business applications. If you have questions that it does not address, please contact DDI Support at support@ddi.org or (317) 713-2480.
  
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The Investments system is a comprehensive business module geared to the unique needs of the investment vehicles of faith-based organizations. Its stability and flexibility enable you to maintain all of your clients’ investments from inception to redemption. It’s integrated with other key DDI-Connect applications like the Name/Address constituent database and the Daily Cash Processing system, providing a seamless flow of information:
 
  
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The Investments system is a comprehensive business module geared to the unique needs of the investment vehicles of faith-based organizations. Its stability and flexibility enable you to maintain all of your clients’ investments from inception to redemption. It’s integrated with other key DDI-Connect applications like the Name/Address constituent database and the Daily Cash Processing system, providing a seamless flow of information.
  
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[[File:Investment Overview.png]]
 
  
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The investments process consists of four basic stages in DDI-Connect: initial setup, cash receipt, transactions, and cash disbursement:
  
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This introduction presents an overview of the investments process in general, describing where and how the main components interact within DDI-Connect. This should provide you “the big picture” about how to manage investment information through DDI-Connect. It will also begin to familiarize you with the terminology used throughout the system.
 
  
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[[File:Investment Overview.png|center]]
  
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The investments process consists of four basic stages in DDI-Connect: initial setup, cash receipt, transactions, and cash disbursement. It’s important that you understand where each fits in the process of using the DDI-Connect Investments system, and that you’re familiar with some of the basic terminology associated with each stage.
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[[Category:CEF]]

Latest revision as of 11:10, 27 September 2012


This area describes and explains the Investments module within DDI-Connect. This area of the system is meant to assist you in doing your job within the context of our business applications. If you have questions that it does not address, please contact DDI Support at support@ddi.org or (317) 713-2480.


The Investments system is a comprehensive business module geared to the unique needs of the investment vehicles of faith-based organizations. Its stability and flexibility enable you to maintain all of your clients’ investments from inception to redemption. It’s integrated with other key DDI-Connect applications like the Name/Address constituent database and the Daily Cash Processing system, providing a seamless flow of information.


The investments process consists of four basic stages in DDI-Connect: initial setup, cash receipt, transactions, and cash disbursement:


Investment Overview.png

Subcategories

This category has the following 2 subcategories, out of 2 total.

I

Pages in category "Investments"

The following 99 pages are in this category, out of 99 total.

A

C

D

E

F

H

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L

O

P

R

S

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