“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.”
“Dynamo is an invaluable resource. The platform has efficiently organized all of our data, and facilitated timely and compelling messaging for our investors and prospects.”
“Because of the manual process, the potential for errors was high.”
“Complex relationships are presented in an intuitive visual display for our investment team, which has made the retrieval of needed information very easy.”
“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.”
“Dynamo really helped organize documents in a user-friendly and easily searchable way.”
“Dynamo ensures the right data is sent to the appropriate people during quarterly reporting, and capital calls are verified much more easily."
“Dynamo is a mainstay for our communications, investment research, and due diligence operations.”
“It’s been a tremendous time saver, between uploading and downloading documents and being able to find them.”
"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 really helped organize documents in a user-friendly and easily searchable way."
“The organization found that the Dynamo Exchange’s Investor Portal Integration was a key differentiator.”
“Reporting in Dynamo is undoubtedly much easier. It’s super flexible in the way you can pull out data and display it, and chop it up. It’s one of our key uses.”
“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.”