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.