Investor Portal – Investor Relations

Investor Portal – Investor Relations & Servicing

The Dynamo™ Investor Portal is a configurable, online hub that provides your investors secure access to their individual investment data and fund performance. Designed to streamline delivery of any level of transparency to your investor base, reduce ad hoc support or informational requests, and integrate with your firm’s branding, the Investor Portal natively integrates with the Dynamo™ CRM to leverage your portfolio and investor account data to deliver customized, as well as ILPA-compliant reporting.

The Dynamo™ Investor Portal’s seamless integration with the CRM application enables your investor relations team to easily manage who has access to areas of the portal and to post, categorize, and visualize data in the pages of your website or in uploaded protected documents. Reporting on performance, account balances, transactions, and commitments for investors while working within the Dynamo™ CRM interface. Investment data and investor communication preferences are tracked in Dynamo™, and notifications are generated through the Dynamo™ Mail Merge to alert investors that new reporting or documents are available in the Investor Portal. The Dynamo™ Investor Portal eliminates your team’s time spent on manual report generation, removes costs of postage, and allows your team to spend time on other critical initiatives.

The Investor Portal hosts a comprehensive repository of records and documentation often requested by stakeholders and limited partners. Beyond reporting data, users can also access your firm’s news, management information, K-1 consent forms, and PPMs. Integrations with premier back-office accounting software enables investors to view near-real-time capital account summaries within the Investor Reporting Portal. Fully configurable to meet your firm’s aesthetics and easily linked from your website, the Online Investor Portal can help you drive stronger investor engagement.

“Dynamo enables us to configure what we want, ensuring a stronger long-term value of the system.”

 

LaSalle
Investment Management

Powerful CRM Integration = Straight-Through-Processing of Investor Data & Docs

The Investor Reporting Portal’s capabilities for empowering investors extend beyond providing access to fund information provided by your firm. Utilizing data submission forms, your investors can access and modify their contact-level information, providing them with the opportunity to update their personal records and notification preferences. Your investors can also run their own one-off reports within the Investor Reporting Portal, eliminating the need to solicit your firm for specific information.

The Investor Reporting Portal can be leveraged to simplify complex compliance processes. Investors are able to directly submit documentation required for regulations such as FATCA into the Portal, which is then imported, categorized, and validated in Dynamo™. Dynamo™ can also produce dedicated reporting that tracks the collection of compliance documentation from the Portal, enabling your investor relations team to develop a prioritized list of investors that have not submitted necessary documents.

It’s time to be DynamoDrivenTM

Be reporting driven. Download our Investor Reporting Portal Whitepaper.

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