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