"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.”

“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.”

“Dynamo has made it much easier to compile information and put the notes together. It’s extremely helpful to have it all in one place and pull up the full record of everything.”

“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."

“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 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 …

“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.”

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

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

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

“It’s been a tremendous time saver, between uploading and downloading documents and being able to find them.”