“Because of the manual process, the potential for errors was high.”

“Dynamo is a very full service, it’s so much more sophisticated. It takes our investor servicing to the next level. You can’t measure the cost of a client calling you saying they received the wrong statement on your portal. Dynamo does all of that for us. Peace of mind is …

“Complex relationships are presented in an intuitive visual display for our investment team, which has made the retrieval of needed information very easy.”

“Access to our data is much simpler. The beauty of that is anyone on our investment team can see where we are in a cash cycle. All that standard stuff that people might need is right there at the fingertips. We really love the system.”

“Being able to see the Recent Searches saves me so much time, I’m amazed.”

“I was so impressed with the Dynamo team, I spent an afternoon with them in the office in Sofia, Bulgaria, My husband and I were on a trip in the Balkans in October 2019. It made sense to meet, greet and thank the people who have improved the way we …

“Dynamo acts as a data mediator for bank data and organizes it in a way that when we move it into Power BI it becomes usable."

“The portal is formatted how we want it; it’s orderly, professional, and clean. Investors don’t have to wait for their envelope to show up in the mail. They can find the information they need from today or any previous quarters. It’s all right there: secure, yet quickly accessible.”

“The Dynamo team knows this industry, familiarized themselves with our workflow, and have been diligent in ensuring that their product meets our needs.”

"This CRM application wasn’t aligned with our business processes, and felt more geared towards a generic direct sales model. More important, it was very inflexible. The layouts were fixed, and we couldn’t easily do searches to find the information we needed.”

“Dynamo helped solve our cash flow modeling problems by creating a fluid workflow between the software and Excel.”

“We currently have multiple funds with many investors, who headed up the portal selection team. “We needed a system that would be able to consolidate data to cater to each investor, especially those with positions in multiple funds.”

"Using Dynamo gives our investors peace of mind that we have a back-end portal they can rely on and helps us to instill confidence in investors that as a fund manager, we are moving forward and are committed to providing them with meaningful services."

“We are saving thousands of dollars annually Within a year, DynamoTM Online Reporting paid for itself.”

“With the help of Dynamo Software, we were able to dramatically improve our investor reporting processes in a very short period of time. Our investors quickly embraced our new investor portal. Rockpoint’s relationship with Dynamo has proven to be a valuable partnership.”