Areas we specialize in to keep you focused on what matters:

Research Management Software (RMS)

From evaluating prospective fund managers to monitoring current investments, Dynamo helps you manage due diligence and ensures your team’s work is accessible anytime, anywhere.

  • Automate document tagging
  • Track and organize correspondence with Outlook integration
  • Support recurring process flows and flag exceptions
  • Automatically import critical information from third-party data sources

Portfolio Management (PMS)

Dynamo’s multi-asset class portfolio management software displays a complete view of your portfolio performance with high-level overviews and drill-throughs in a single workspace.

  • Performance & attribution analytics
  • Cash flow forecasting, what-if, and benchmarking
  • Detailed exposure analysis
  • Support for complex hierarchical ownership structures
  • Track direct & co-investments, and more

Dynamo Data Automation (DDA)

Free your team from manual investment document and data processing! Dynamo’s flexible data automation solution helps collect, organize, and extract data from your myriad sources.

  • Integrate with inboxes, manager portals, and FTP servers
  • Collect, categorize, extract, validate, and enrich data
  • Quickly access qualitative and quantitative data