Who We Serve
Prime Brokers
Keep your finger on the pulse of the market and enhance capital introduction and consulting services with a dedicated CRM to track communications, monitor relationships, and quantify your value.
- Monitor introductions and outcomes
- Tag key investor details to make the most valuable introductions
- Track key components like pricing and features for relevant service providers
- Manage your deal pipeline
Fund Administrators
Provide superior client service with Dynamo’s secure investor portal and integrated partnership accounting functionality. Reduce manual error with enhanced accounting controls like audit trails, smart filtering, and trial balancing.
- Out-of-the-box quarterly reporting packages
- Automatically share investment documents and data to the investor portal
- Onboard new investors
Placement Agents
Stay on top of your complex deal pipeline across multiple funds and firms with detailed opportunity profiles, tagged communications, and integrated reporting functionality.
- Pipeline reporting
- Import contacts, communications, and documents from Outlook
- Make strong referrals based on detailed investor, manager, and company profiles
