Streamline your investment due diligence process
With Dynamo, investment professionals can keep pre-investment research and post-investment ODD materials under one platform, with no data lost when a prospective investor signs on.
Automate your data flow
Dynamo offers multiple avenues to pull data into the system, so operations managers can keep up-to-date records of all documents, performance data, and company news. Functions like auto-tagging, API integrations, and Dynamo Data Automation components like RPA, email rules, data extraction, and HoldingsInsight are all available to automate your collection and organization. With Dynamo, your team can spend more time leveraging data and less time managing it.
Hear From Our Clients
Work smarter while your data works harder
At Dynamo, we are dedicated to providing not just the platform the market needs, but the solution you need. We’ll work with you to establish the most efficient workflows, dashboards, and configuration so that your team can make the most of your data. With Dynamo, you get:
✓ The most configurable research management solution on the market
✓ Intuitive and editable dashboards for a detailed look at your data the way you like to see it
✓ Highly automated collection of documents and data extraction
✓ A feature-rich mobile app for anytime, anywhere access
✓ A single, unified platform to house your front-to-back office RMS and PMS efforts
