Our Solutions

The Dynamo™ product suite offers a comprehensive set of tools for superior client relations management. Users are able to create and deliver capital calls, quarterly reports and other critical documentation within the CRM user interface, as well as utilize the Dynamo™ Investor Portal to offer secure access to all performance reports and investor documentation. The platform’s relational capabilities also empower users to instantly deliver data from external sources or the Microsoft Office® suite into the relevant records.

Regulatory bodies across the world continue to enact diverse and complex compliance mandates for alternative asset fund managers. Dynamo™ serves as a powerful tool for simplifying and organizing major compliance processes, including FATCA, Form PF, and many more. Fluid integration with the Microsoft Office® suite enables users to directly import critical documents into Dynamo™ using a simple add-in. Received forms can be tracked in a multitude of ways, and compliance-based fields relieves the evolving headache of compliance through automation and reporting.