47 Dynamo Software Testimonials

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  • “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 …

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

  • “We all know generic CRM systems and their wide applicability to general business structures. However, private equity is far more nuanced and complex than a simple deal pipeline report, so it made sense to focus only on the solutions that were capable of handling our industry-specific needs.”

  • “We knew that a cloud platform would best cater to our team and their needs. In the efforts to ensure a comprehensive due diligence process, we considered five software solutions for comparison.”

  • “We can now better leverage the investor relationships we have accumulated since inception.”

  • “Dynamo has a modern approach with an advanced mobile app. It is now easier to build and track our client pipeline and keep all members of our global team up-to-date on investor activities. The ease of use helped increase user adoption."

  • “It’s made the whole process of sharing documents more structured, more streamlined, and more secure.”

  • “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."

  • “The portal gives investors a complete look at what they have with Independencia in just a couple clicks. They know where they can find the information, and they are very happy about it, too.”

  • “Dynamo PMV has an excellent reputation in the market for providing clients with exceptional service supported by deep industry knowledge and a robust technology platform.”

  • “Dynamo is a mainstay for our communications, investment research, and due diligence operations.”

  • “Dynamo really helped organize documents in a user-friendly and easily searchable way.”

  • “Dynamo and its HoldingsInsight service drive our endowment’s multi-asset class portfolio reporting and have transformed how we capture and analyze exposures.”