There’s a better way with Dynamo Data Automation
Before Dynamo Automation…
- Manual content sourcing from emails and portals is labor intensive
- Manual data extraction impedes getting data on time
- Slow process = wasted time and resources
- Data quality issues affect analysis accuracy
- Fewer data points hinder optimal decision making
- Frustrated and less productive ops and finance teams
After Dynamo!
- Highly automated content sourcing saves significant time
- Automated data extraction speeds data availability
- Faster process = increased efficiency
- Accurate and complete data supports better decision making
- More data points extracted enable more thorough analysis
- Highly productive finance and ops teams
What makes our offering unique?
- A single, integrated platform for data processing, research management and portfolio management
- Flexibility to address each client’s data processing scope, speed, and accuracy requirements
- Focused on the needs of asset allocators
- Benefit from the product input of Dynamo’s large and growing LP client base
Categorize Collected Content
With all content in one place, DynamoAI applies ML and client feedback to accurately categorize it with logical and searchable tags.
Key outcomes
Automate the categorization of content
Automate the renaming of the categorized content
Speed up all processes
Increase the accuracy of all processes
From raw content to actionable data
Relations
Categories/Tags
Dates
Custom Fields
Data Validation
Clean data means accuracy of downstream financial reporting and content use.
Key outcomes
Validated qualitative and quantitative data
Reduce the potential for human error via automated error checks
Validation types
Automated by Dynamo:
- Before source content is available (monitor for missing documents)
- Before data is imported to staging
- Before data is pushed to production
Client-driven validation layer:
- Client-visible reports
- “Crowdsourced” across multiple clients investing in the same assets
Manual data validation by Dynamo
Data Retrieval and Use
All qualitative and quantitative data at your fingertips in one system.
Key outcomes
Manager emails and documents fully categorized and stored inside Dynamo
Extracted quantitative data inside Dynamo
Extracted quantitative data inside Dynamo
Validation types
Access manager emails and documents anytime, anywhere
Run portfolio reports based on the extracted data
Reconcile extracted data against data from other sources (admin, custodian)
Request a Demo
Learn how Dynamo can help you automate your data acquisition process