Endowments, Foundations, Pensions & Insurance

Endowments, Foundations, Pensions & Insurance

Asset allocation software from Dynamo™ is a mission-critical enterprise system for some of the world’s largest endowments, foundations, pensions, investment consultants, and other similar allocators. Dynamo drives investment due diligence, streamlines multi-asset class portfolio management, and automates stakeholder reporting. If it’s time for your firm to increase investment productivity, it’s time to be Dynamo Driven.

Dynamo delivers highly configurable endowment, foundation, insurance, and pension fund software solutions with LP-specific capabilities. Our system empowers multi-asset class data collection and analysis, manager and vendor due diligence, and front-to-back office team collaboration. Dynamo’s customizable workflow automation tools help teams stay on track, ensure defined processes are followed and that portfolios remain within policy guidelines.

Research Management Solutions

We have developed market-leading tools to drive the investment research and due diligence process, including out-of-the-box automated tools like Dynamo Exchange and the Dynamo Data Integration Framework (DIF).  Dynamo Exchange automates the collection and tagging of emails and their attachments, data room documents, and account statements, while the DIF provides API data access through 3rd party sources like Bloomberg, Preqin, Cap IQ, Sutton Place, and Pitchbook. Dynamo also integrates with custodians and centralizes SMA holdings to help LPs reconcile their portfolios and exposures. Our comprehensive asset allocation CRM system allows asset owners of all sizes to focus more on value added-decision-making and less on data collection.

Be data driven. Download our Dynamo for LPs brochure.

Fully integrated data collection service to streamline your operations

Dynamo also provides a unique outsourcing service specifically for LP’s challenges in normalizing the flood of information GPs are constantly distributing. Dynamo’s HoldingsInsight service helps allocators collect, normalize and augment underlying exposure information and visualize the data through integrated Dynamo reports and dashboards.

We’ve also built an in-depth integration with the Microsoft Office® suite, allowing Dynamo users to take advantage of Outlook® mail merge, Excel® outputs and more. Combine this with a feature rich mobile app as well as Dynamo’s proprietary workflow automation features, and you can ensure investment and back-office teams get up to speed quickly, reduce manual tasks and become process driven.

It’s time to be Dynamo Driven!

Research & Deal Management

Manager Due Diligence

Multi-Asset Class Portfolio Management

Performance & Attribution

Automated Data Collection

Custodian Integration

Powerful Mobile App

Educational Documents

10 Best Practices for Deal Management Software

Automating Data & Document Collection

Case Study:
University of Oregon

Case Study:
LaSalle Investment Mgmt

Case Study:
Colgate University