Dynamo’s mobile app, DynaMobile drives road warriors’ efficiency, enabling interactivity with your information and reports from across the globe, without a PC.

DynaMobile™ enables investment and client service teams to respond quickly to ad hoc challenges by providing instant access to deals, investor documentation, performance reports, and communications.

GPS mapping functionality also empowers users to maximize their ability to plan travel routes and build strong client relationships during business trips.

  • Card Scanning directly to CRM from mobile
  • Proximity searching of records while on the road
  • Run reports from your phone or tablet
  • Access contact, company, fund, investor, property and custom data layouts
  • Directly call/email contacts with real-time activity population to CRM


“Dynamo has been the lynchpin of our investment operations team’s consistent communications.”


University of Oregon

DynaMobile helps you remain Process Driven while away from the office.


It’s time to be DynamoDrivenTM

Be Mobile Driven. Download our Fundraising with Mobile Apps white paper

Educational Documents

10 Best Practices for Deal Management Software

White Paper:
Investor Reporting Portal

Marketing & Fund Raising Automation

Case Study:
LaSalle Investment Mgmt

Case Study:
Deerfield Management