Endowments, Foundations, Pensions & Insurance

Endowment, Foundation, Pension & Insurance Investment Software

Optimize your institutional investment operations with asset allocation software from Dynamo™. We offer solutions tailored to asset owners to drive investment due diligence, streamline multi-asset class portfolio management, and automate stakeholder reporting.

Institutional Investors Case Studies:

 Board of Pensions Case Study    |    Automating Data & Document Collection

Dynamo’s highly configurable endowment, foundation, insurance, and pension fund software helps your teams stay on track. Our customizable workflow automation tools are here to ensure defined processes are followed and that your portfolios remain within policy guidelines.

Research Management Software

Thorough, well-managed research is critical to your success. With investment, vendor, and fund manager due diligence to track, you need an organized central repository to store and retrieve data and documents. To reduce the manual efforts, we have developed market-leading research management software to drive the investment research and due diligence processes and create apples to apples comparisons using a data-driven approach.

Leverage our pre-built connections with 3rd-party data providers to automatically import documents into your Dynamo interface. We also offer Dynamo Exchange, which automates the collection and tagging of emails and their attachments, data room documents, and account statements. Our comprehensive asset allocation CRM system integrates with custodians and centralizes SMA holdings to help you reconcile and have a 360 degree view of your entire portfolio.

Portfolio Management Software

Dynamo offers multi-asset class portfolio management software class to help ease the burden of portfolio performance reporting. With Dynamo, you can view fund-level holdings and drill down into underlying securities, giving you the full picture. Our data collection and normalization service, HoldingsInsight, helps you aggregate and normalize underlying exposures and valuations, and create visualized data representations through integrated Dynamo reports and dashboards.

Download the Asset Allocators Brochure

Streamline investment operations with 3rd-party integration

Our in-depth integration with the Microsoft Office® suite allows Dynamo users to take advantage of Microsoft tools you’re used to, including Outlook® mail merge and Excel® outputs. Our integrated mobile app helps you stay connected to your data and your team from the road with iOS-compatible smart devices.

It’s time to be Dynamo Driven!

Research Management

Manager Due Diligence

Multi-Asset Class Portfolio Management

Performance & Attribution Reports

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

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