Client Testimonials
Over 1,000 clients around the world, representing over $4 trillion of assets under management, are driven by Dynamo. Hear from some of our valued clients across our range of industries served about working with our system and team:
“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.”
– Lydia Yost, Director, Investment Operations and Compliance, Board of Pensions
“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 the biggest return on investment.”
– Vice President of Investor Relations, Frontier Growth
“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””
-Yan Weiren, Senior Vice President
“Dynamo is such a critical part of our business that without it we would be half the size that we are.”
-Tiffany Cholez, Founder and CEO
“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.”
-Isabel Calvo, Business Executive
“It’s made the whole process of sharing documents more structured, more streamlined, and more secure.”
-Dominic Hong, CFO
“With Dynamo, information flows through the organization more fluidly.”
– Rishi Pabari, Head of Investor Relations
“With Dynamo, as much know-how as possible is available to the organization and not hidden in the heads of individuals.”
“Dynamo enables us to configure what we want, ensuring a stronger long-term value of the system.”
– Nichola Newbrook, Analyst
“Dynamo has served as an excellent choice for consolidating our deal and contact information.”
– Corné Jansen, Vice President
“Dynamo is one of the strongest and most reliable organizational tools that I have seen. The software has made our sophisticated data easy to understand and employ to better serve our business.”
– Chris Moskowitz, CTO
“Dynamo has been the linchpin of our investment operations team’s consistent communications.”
– Laura Chen
“It’s been a tremendous time saver, between uploading and downloading documents and being able to find them.”
– Lori Eike, Director of Investment Operations
“Dynamo is so flexible that we are constantly finding new ways to use the product,”
-Siân Morgan, Investor Relations & Sustainability Senior Associate
“Dynamo Software has been a terrific choice for centralizing our firm-wide operations, and has provided us the solution to ensure we hit all our goals as we continue to expand.”
– Carthona Capital
“We track our network of referrers significantly better than we did in the past, and Dynamo has proven itself as the organizational solution we need.”
– Advent Private Capital
“Dynamo really helped organize documents in a user-friendly and easily searchable way”
– Kamehameha School Foundation