HoldingsInsight – Data Collection & Normalization

HoldingsInsight – Data Collection & Normalization Service

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.

Multi-Asset Class Data Collection:

  • Private Equity
  • Venture Capital
  • Hedge Funds
  • Real Estate
  • Natural Resources
  • Long-only Assets
  • Fixed Income
  • Derivatives

“Dynamo and its HoldingsInsight Service drive our endowment’s multi-asset class portfolio reporting and have transformed how we capture and analyze exposures.”


University of Pennsylvania
Investment Company

HoldingsInsight can help when asset owners…

  • Spend too much time collecting, normalizing and reporting on their entire portfolio.
  • Have private investments that restrict their aggregate view of exposures and risk.
  • Would like to be alerted when nearing investment policy limits.
  • Need to reconcile the valuations of alternative and direct investments.
  • Need more insightful, visual reporting of their data.

It’s time to be DynamoDrivenTM

Be insight driven. Download our HoldingsInsight brochure.

Educational Documents

10 Best Practices for Deal Management Software

Automating Data & Document Collection

Case Study:
University of Oregon

Case Study:
LaSalle Investment Mgmt

Case Study:
Colgate University