Limited Partner Software from Dynamo™
Dynamo Software offers research management, portfolio management, and stakeholder reporting for endowments, foundations, pensions, insurance funds, funds of funds, and family offices worldwide.
Dynamo’s cloud-based, modular structure allows you to configure the system to meet your team’s needs.
Choose the right solution for your team:
Dynamo’s document collection and workflow automation features allow institutional investors to conduct in-depth quantitative and qualitative analysis and optimize organization-wide information flow. Our dedicated research management software integrates with the CRM to help you aggregate and organize investment and fund manager data.
Drive Your Investment Due Diligence and Reporting
As operational due diligence now covers all third-party funds and direct investments, Dynamo’s robust data integrations and ability to streamline qualitative and quantitative data and related documentation makes it the preferred research management and manager tracking platform for asset owners across the globe. We can even integrate 13F filings to augment the limited transparency typically seen from many managers. Dynamo’s multi-asset class portfolio management tools provide liquidity, exposure, and what-if reporting to help decide future allocations to managers and co-investments.
Dynamo’s LP software allows users to pull in data from fund administrators and custodians, integrating SMA holdings to help reconcile portfolios and get a more accurate picture of exposures. Dynamo Software’s data capture and normalization service, HoldingsInsight, can help you normalize the flood of information managers and administrators constantly distribute.