Dynamo for Prime Brokerage & Fund Administration
Dynamo™ is trusted by prime brokers, fund administrators, and other service providers in the alternative investment industry as a key part of their process management. Dynamo’s 20+ years of experience solving the challenges of both GPs and LPs allows us to be the system of choice for their trusted vendors.
Dynamo’s highly configurable, private investment-specific capabilities organize and automate many of the business processes of fund managers, deal makers and the asset owners that invest in them. As many of these efforts can be augmented or completely outsourced by third-party providers, Dynamo’s 20+ years of focusing on these challenges for both GPs and LPs also make it a system of choice for their vendors. Beyond the industry-specific features Dynamo enables for service delivery, our powerful CRM and sales pipeline management capabilities are also typically used by these firms as their primary business development and client communications system.
Prime Brokerage Software
Dynamo’s highly configurable prime brokerage software organizes and automates many of the business processes of leading prime brokers. With Dynamo, prime brokers can streamline services for both hedge fund and LP clients, including capital introduction and consulting groups. Within the Dynamo CRM, prime brokers can track introductions, event RSVPs, investor preferences, and interactions between hedge fund managers and institutional investors.
Dynamo’s powerful reporting engine empowers prime brokers to demonstrate the value of their capital introductions by offering pipeline reporting, event reporting, and other insightful outputs.
With Dynamo’s integrated investor portal, prime brokers can facilitate secure communication between hedge fund and institutional clients and streamline the qualification and offering document processes.
Fund Administration Software
Fund administration software from Dynamo enables fund administrators to prepare and audit financial statements, calculate fund performance, perform KYC and other compliance initiatives and reconcile with other third-party service providers. Dynamo’s partnership accounting software, PEView automates back office accounting processes, including complex waterfall calculations, and the production and distribution of investor notices and account statements.
Fund administrators can leverage Dynamo’s reporting engine to prepare fund performance reports to shareholders on both a scheduled and ad hoc basis.
Dynamo’s compliance features help ensure your operations are in line with global financial regulations, including: KYC, AIFMD, Form PF, MAS, and FATCA / CRS. Dynamo’s standard features also help services firms manage GDPR and similar issues.