Multi-Asset Class Portfolio Management & Analytics
A diversified portfolio creates multiple income opportunities, but also multiple performance streams to track, predict, and balance. A consolidated, cross-portfolio view makes it easier to manage your overall portfolio, mitigate risk, and plan smart allocations and exits. Dynamo v3.0 portfolio management software (PMS) centralizes multi-asset data into a single source of truth, enhancing institution-level control and visibility. With seamless integration with Dynamo’s research management module, Dynamo Data Automation, and Dynamo HoldingsInsight Service, Dynamo PMS streamlines performance reporting and ongoing due diligence while reducing time spent aggregating data, so your team can turn valuable information into practical, meaningful analysis.
Centralized Portfolio Management System
Built with Limited Partners’ workflows in mind, Dynamo Portfolio Management combines portfolio analysis, forecasting, and reporting with cutting-edge, AI-driven insights and intelligent automation. From an intelligent interface that helps visualize and simplify complexity to AI-powered data collection and extraction capabilities that eliminate manual tasks, your team can focus on strategy and growth. With industry-specific workspaces and preconfigured reports ready from day one, Dynamo accelerates onboarding and delivers immediate value across the entire investment lifecycle.
Enhanced Transparency and Efficiency
Dynamo’s extensive investment calculations enable LPs to dynamically view investment returns individually, by asset class subset, and by portfolio.
Portfolio Performance, Exposure, Liquidity and Forecasting
| Core Portfolio Reporting and Benchmarking
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Download the Portfolio Management & Analytics Brochure
Learn how Dynamo PMS can paint a detailed picture of your investment performance and guide decision-making.
"We used to have wait 2 months...now it's a day...and I can send out an email that night."
From the Frontline: The Power of Dynamo Portfolio Management
Frank Vitiello, Investments Operations Director from the Boston University Investment Office, explains Dynamo’s positive impact and the core areas they use it for: (1) management of their investment management research process, and (2) investment portfolio management, which empowers them to track all the transactions, valuations, and performance. Ultimately, Frank and his team now get timely and accurate information with the best portfolio management software, enabling better decision-making!
Unlock Actionable Insights—Download Dynamo's Cash Flow Modeling Brochure Today
Discover how Dynamo's Cash Flow Modeling can revolutionize your investment strategy with advanced insights and strategic tools.
Feature Highlights
Multi-Asset Class Reporting
Consolidate your cross-portfolio performance data for simplified reporting and analysis.
Performance Analytics & Benchmarks
Generate look through returns, composite analyses, and blended benchmarks by TWRR and IRR methodologies.
Private Investment Analytics
Visualize commitments, J-curves, IRR and PME calculations, performance, cashflows, and fund analytics.
Private Markets Analytics
Calculate risk metrics, liquidity, exposure, correlation, and benchmark comparisons.
Cashflow Forecasting
Calculate cash flow projections, actuals, and allocation targets using the Yale Endowment Model.
Exposure Analysis
Analyze exposure at investor, portfolio, manager, fund, and holding levels including comparisons and look-throughs.
Liquidity
Distill current and future liquidity terms including liquidation, notice dates, and redemption amounts.
What-If Modeling
Simulate hypothetical NAV-weighted exposures and cash positions for current and prospective investments.
Configurable Reports
Choose from our out-of-the-box report library or configure your own reports and visualizations.
Unified Platform
Integrate with Dynamo RMS, DDA, and Dynamo Data Services for a complete portfolio picture.
