ONLINE INVESTOR REPORTING PORTAL

The Dynamo™ Investor Portal is a fully configurable online hub that provides your investors secure access to their investment and fund performance. Designed to deliver transparency to your investor base, reduce productivity-inhibiting ad hoc support requests, and integrate with your firm’s site and branding, the Investor Portal natively integrates with the Dynamo™ CRM to leverage your portfolio data and investor relationship management to deliver general, custom, and ILPA-compliant reporting.

Data Integration

The Dynamo™ Investor Portal’s seamless integration with the CRM application enables your investor relations team to easily post, categorize, and present performance reporting, balances, and transactions for investors while working within the Dynamo™ CRM interface. Investment data and investor communication preferences are tracked in Dynamo™, and notifications are generated through the Dynamo™ Mail Merge to alert investors that new reporting or documents are available in the Investor Portal. The Dynamo™ Investor Portal eliminates your team’s time spent on manual report generation, removes costs of postage, and allows your team to spend time on other critical initiatives.

Investor Portal

The Investor Portal hosts a comprehensive repository of records and documentation often requested by stakeholders and limited partners. Beyond reporting data, users can also access your firm’s news, management information, K-1 consent forms, and PPMs. Integrations with premier back-office accounting software enables investors to view near-real time capital account summaries within the Investor Reporting Portal. Fully configurable to meet your firm’s aesthetics and easily linked from your website, the Online Investor Portal can help you drive stronger investor engagement.

Data Submission Forms

The Investor Reporting Portal’s capabilities for empowering investors extend beyond providing access to fund information provided by your firm. Utilizing data submission forms, your investors can access and modify their contact-level information, providing them the opportunity to update their personal records and notification preferences. Your investors can also run their own one-off reports within the Investor Reporting Portal, eliminating the need to solicit your firm for specific information.

Compliance Portal

The Investor Reporting Portal can be leveraged to simplify complex compliance processes. Investors are able to directly submit documentation required for regulations such as FATCA and AIFMD into the Portal, which is then imported, categorized, and validated in Dynamo™. Dynamo™ can also produce dedicated reporting that tracks the collection of compliance documentation from the Portal, enabling your investor relations team to develop a prioritized list of investors that have not submitted necessary documents.

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