Family Offices

Family Offices

Family Office Software from Dynamo™ drives multi-asset class research, due diligence, and portfolio allocation decisions for some of the worlds’ largest single and multi-family offices. Asset-allocators and limited partners trust Dynamo to automate the collection of information from prospective and portfolio funds, clarify investment pipelines and streamlines multi-asset class portfolio management and stakeholder reporting.  Drive your investment decisions by becoming Dynamo Driven.

Dynamo’s family office investment software delivers highly configurable capabilities that automate many of the middle and back-office processes related to managing multi-asset portfolios. Dynamo provides advanced qualitative and quantitative due diligence features, liquidity, exposure and what-if reporting to help decide future allocations to managers and direct deals. Our platform can be leveraged for portfolios containing hedge funds, private equity, venture capital, real estate, separately managed accounts, and any other type of direct investment or co-mingled fund.

Research Management Solutions

Dynamo has created multiple tools with the express goal of reducing the manual efforts typically required to capture information from the potentially hundreds (or even thousands) of prospective investment opportunities and current portfolio holdings. Dynamo Exchange automates the collection, tagging, and linking of emails and their attachments, data room documents, and account statements; while the Data Integration Framework (DIF) provides pre-configured data access to 3rd party sources like HFR, Preqin, Sutton Place, Bloomberg, Cap IQ, and Morningstar’s Pitchbook.

Be data driven. Download our Dynamo for Family Offices brochure.

Fully integrated data services to streamline your operations

Dynamo’s family office software centralizes the underlying holdings of managers and SMA’s to help reconcile portfolios, provide accurate exposure reporting, and ultimately drive better investment decisions. Many limited partners leveraging Dynamo use our Import/Export Studio to upload data directly from their custodian banks to ensure the accuracy of transaction and valuation details. This ensures accurate reporting of both time and asset-weighted performance metrics for individual and aggregate views.

In 2017 Dynamo acquired the outsourcing service HoldingsInsight, This service is specifically designed to aid family offices’ efforts in normalizing the flood of information managers, fund administrators, and custodians are constantly distributing. HoldingsInsight helps family offices collect, normalize, and augment underlying exposure information while also providing data visualizations through Dynamo reports and dashboards. Dynamo also integrates 13F filings to help expand the limited transparency typically received from many managers.

It’s time to be Dynamo Driven

Research & Deal Management

Manager Due Diligence

Multi-Asset Class Portfolio Managment

Performance & Attribution

CRM, IRM & Portal

Automated Data Collection

Data 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