A testimonial from an asset management firm headquartered in Singapore
In 2018, APS Asset Management decided it was time to invest in a modern CRM tailored to hedge funds' needs. The team knew they needed a system to better manage their client pipeline and track activities.
Learn why APS Asset Management chose Dynamo.
APS Strengthens Reporting, Collaboration, and Data Management with Dynamo Software
As APS Asset Management expanded its global investor relations efforts across Asia and the United States, the firm needed a more modern and efficient way to manage investor communications, relationship data, and business development activities. Its legacy contact management platform required significant manual effort and limited collaboration across offices. By implementing Dynamo Software, APS Asset Management centralized investor information, streamlined pipeline management, improved team collaboration, and provided employees with secure access to critical relationship data from anywhere.
Challenge Before Dynamo: Disparate Systems Limited Visibility Across Investor Relationships and Deal Activity
Prior to implementing Dynamo Software, APS Asset Management relied on a legacy contact management system to support investor relations activities. While functional, the system lacked modern usability, required extensive manual processes, and limited the team’s ability to efficiently track investor interactions and business development activities.
As the organization grew across multiple offices and regions, APS needed a centralized CRM platform that could improve visibility into investor relationships, simplify activity tracking, and provide global collaboration capabilities.
Key Challenges
The firm encountered several operational obstacles:
- Manual copying and pasting of emails into the CRM system, creating inefficiencies and increasing administrative workload.
- Limited visibility into updates and changes made within Excel-based workflows.
- Time-consuming processes for adding notes, meetings, and relationship activities.
- Lack of mobile access to investor and relationship data while traveling or working remotely.
- Difficulty keeping globally distributed teams aligned on investor interactions and business development efforts.
Why APS Asset Management Chose Dynamo Software
In 2018, APS Asset Management began evaluating CRM solutions built specifically for the hedge fund and asset management industry. The firm sought a platform that would support investor pipeline management, activity tracking, collaboration, regulatory requirements, and global accessibility. After evaluating multiple providers, APS selected Dynamo Software.
Selection Criteria
- Singapore-based in-person support, providing local expertise and responsive assistance aligned with the firm’s regional operations.
- Singapore-based AWS hosting, ensuring reliable performance and accessibility for APAC users while supporting local data requirements.
- Documentation supporting compliance with local IT outsourcing regulations, helping the firm meet regulatory expectations established by the Monetary Authority of Singapore (MAS).
- Integrated mobile application, allowing users to access, update, and manage investor relationship information from anywhere.
- Flexible and configurable platform architecture, enabling teams to customize workflows, dashboards, and data structures without heavy reliance on technical support.
| From the Frontline |
| “It’s become a single source of truth for everyone. It is now easier to build and track our client pipeline and keep all members of our global team up-to-date on investor activities.” — Yan Weiren, Senior Vice President |
After Implementing Dynamo: Unified Data and Workflows Created a More Scalable Operating Model for APS
Today, APS Asset Management uses Dynamo as its core investor relations and CRM platform. Dynamo serves as a centralized repository for investor contacts, relationship histories, communications, pipeline activity, and business development efforts across offices in Singapore, Shanghai, Beijing, and New York City.
By creating a single source of truth for investor data, Dynamo enables client services and business development teams to collaborate more effectively, maintain comprehensive relationship records, and stay aligned on investor activities regardless of location.
How APS Asset Management Utilizes Dynamo Software
Centralized Investor Relationship Management
Dynamo enables APS to maintain a comprehensive view of investor relationships, including contact information, communication history, previous employer relationships, and connections to prospective and existing investors. This helps teams gain deeper insight into investor networks and relationship opportunities.
Global Investor Pipeline Tracking
APS uses Dynamo to build, manage, and monitor its investor pipeline across multiple regions. Team members can easily track investor engagement activities while ensuring all offices have access to current relationship information.
Outlook Integration for Activity Management
Through Dynamo’s Microsoft Outlook integration, users can automatically capture emails and activities within the CRM system without manually copying and pasting information. This significantly reduces administrative workloads and ensures relationship data remains current.
Mobile Access for Investor Relations Teams
Dynamo’s mobile application enables employees to access contact records, review investor information, and update meeting notes while traveling. This allows teams to capture information immediately and keep colleagues informed in real time.
Self-Service Platform Configuration
APS benefits from Dynamo’s configurable architecture, allowing administrators to modify dashboards, reports, and fields independently. This flexibility enables the team to adapt the system as business needs evolve without waiting for vendor intervention.
Business Outcomes Achieved with Dynamo
By implementing Dynamo Software, APS Asset Management created a modern investor relations infrastructure that supports global collaboration, operational efficiency, and more effective relationship management.
Key Results
- Streamlined investor relations processes, reducing manual administrative work and allowing teams to focus more on investor engagement and business development.
- Improved collaboration across global offices, ensuring teams in Asia and the United States have access to the same up-to-date investor information.
- Mobile access to investor pipeline and relationship data, enabling productivity and responsiveness while away from the office.
- A centralized source of truth for investor communications and relationship history, improving visibility and continuity across the organization.
- Faster activity tracking and pipeline management, cutting the time required to maintain investor records and engagement histories by more than half.
- Local support and regional data hosting, helping meet compliance, security, and performance requirements across the Asia-Pacific region.
The Impact of a Modern Investor Relations CRM Platform
By replacing a legacy contact management system with Dynamo Software, APS Asset Management established a centralized and scalable investor relations platform designed for the needs of asset managers and hedge funds. The firm now benefits from stronger investor relationship management, improved collaboration across global offices, faster activity tracking, and secure access to investor data from anywhere. Dynamo has become a core part of APS’s infrastructure for managing investor communications, business development, and fundraising operations.
Schedule a Demo
See how Dynamo Software helps hedge funds, asset managers, and investment firms modernize investor relations, centralize relationship data, and improve fundraising efficiency through a purpose-built CRM platform. Schedule a personalized demo today to learn how Dynamo can help your organization streamline investor communications, strengthen collaboration, and create a single source of truth for investor data.