HoldingsInsight from Dynamo Software is a data capture and reporting service for multi-asset class portfolios. HoldingsInsight acquires, enriches and consolidates the data on your portfolio’s underlying investments and provides a variety of reporting options critical for front office decisions and back office operations. Our data and reports let you look deeper into your transactions, valuations, liquidity, and exposures for more informed investment analysis and compliance with allocation and risk policies.
HoldingsInsight provides drill-down transparency across a variety of assets, including equities, hedge and private equity funds, real estate, real assets, and more.
Download our brochure to learn how you can save time and budget with HoldingsInsight data services.