DDI-Connectâ„¢

The fully integrated, cloud-based solution designed for your whole organization.

CRM

#1 CRM for financial software, Microsoft Dynamics 365

Track Investors, Borrowers, and prospects all in 1 database
Dashboards

Sales pipeline

Track relationships

Automate task tracking

Financial

Robust investment / loan

Charitable gift funds

Fundraising

Planned giving

Reporting

Accounting

Integrated accounting suite using Microsoft Business Central

General Ledger

Accounts Payables

Accounts Receivable

Fund Accounting

Entities

eServices

Online & mobile portal

E-Statements

Open new investments

Deposits & Withdrawals

Loan payments & advances

Profile updates

Setup recurring transactions