Dynamo Software Features

Creates customizable reports utilizing market performance data

Conducts detailed financial market performance analysis

Contains a client portal for clients to access their

Carries out investment accounting

Maintains a real time view of assets and positions

Contains a real time view of investment compliance operations

Creates customizable reports utilizing market performance data

Any online gateway where investors can log in to view investments

Information, data and reports that are being tracked over time

Compile and report on all investor activities

Interact with data visualization elements, such as charts and graphs, to drill down into data

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Visualize and measure the performance of portfolios

Aggregates financial market data from third party sources or integrates with solutions that do

Integrates with accounting solutions

Provides real time risk management assessment tools

Tracking and logging the performance, risks, gains and losses of investments

Manage, organize, and store contact information

Create, design and manage workflows for repetitive tasks

Automated payments and reporting for investors

Manage and track all trade operations.

Manage and handle financial assets as well as other investments.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Store, manage, and track all electronic documents in a centralized location

Track and manage adherence to policies for any service, product, process, or supplier

Manage and track customer orders for goods, investments, or any other purchases

Manage allocation and performance of financial assets

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Manage contact details and communication with clients

Track collected or paid charges for services performed or access granted

Plan, manage, and track the financial activities of an individual or organization

Manage the buying, selling, and holding of stocks

Integrate with GRC software such as GRC Platforms, Audit management, and Policy management

Integrate with financial solutions such as accounting and ERP systems

Integrate with EHS software such as Environmental Health and Safety and Quality Management Systems (QMS)

Manage and monitor compliance with government regulations on environmental standards

Manage all types of emissions into the environment.

Create, manage, and track policies and procedures within an organization

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Ensure internal objectives and compliance with policies are met

Store, manage, and track all electronic documents in a centralized location

Ability to handle large datasets

Manage the reporting of the use and sourcing of 3TG metals.

Creation, administration, and evaluation of assessments or tests

Create and manage internal campaigns to improve company culture or business strategy.

Create, manage and track all task activities and progression

Process of managing several related projects or business activities to achieve organizational goals

Manage global or internal standards that are designed to measure the impact of business processes or procedures.

Create, manage, and publish disclosure statements or reports.

Create and administer polls and surveys

Track and manage adherence to policies for any service, product, process, or supplier

Has a centralized dashboard for users to interact with

Provides a cloud based version of the platform

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provides multi-factor analysis on proposed routes

Provides a cloud based version of the platform

Analyze potential risks across the organization

Measure and assess the performance of investments

Provides a cloud based version of the platform

Contains multi-currency accounting capabilities

Contains global asset accounting capabilities

Provides an integrated general accounting ledger

Provides a cloud based version of the platform

Contains a portal to facilitate third-party or client application access

Creates unique, customizable investor statements

Is accessible from a mobile device and by users on the go.

Allows users to quickly revoke document access even after download

Automatically generates watermarks on documents when it is downloaded, viewed or printed

Provides useful pre-defined data connections to important external systems and applications.

Has a centralized dashboard for users to interact with

Provides a cloud based version of the platform

Is accessible from a mobile device and by users on the go.

Contains in-application messaging abilities

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Contains a portal to facilitate investor access to financial documents like K-1s, partner letters, and more.

Contains in-application messaging abilities.

Allows users to fully brand the portal.

Automates some or all operation related tasks

Provides users with a pre-built library of useable content

Automates some or all operation related tasks

Automates some or all operation related tasks

Has secure file sharing capabilities for internal or external sharing

Contains pre-built email templates for sending investors information

Automates the sending of investor communications

Leverages investor information and documents to create custom reports tailored to individual investors

Automatically sends alerts to investors when new documents or information is uploaded

Contains tools to visalize data sets or workflows

Contains tools to visalize data sets or workflows

Has a centralized dashboard for users to interact with

Contains tools to visalize data sets or workflows

Has a centralized dashboard for users to interact with

Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise.

Provides metrics around user history, such as document views and edits

Investors can leverage in-app tools to produce different visualizations of the data.

Find important content or files using keywords, metadata, tags, etc.

Automates the creation of financial disclosure documents.

Provides a robust external interface for integrating data, logic and workflows with other software applications.

Provides useful pre-defined data connections to important external systems and applications.

Provides useful pre-defined data connections to important external systems and applications.

Provides pre-built or customizable performance reports

Provides pre-built or customizable performance reports

Allows users to upload several files at once

Find content or files using keywords, metadata, tags, etc.

Automates some or all operation related tasks

Automate workflows and trigger campaigns based on customer actions

Allows users to simultaneously collaborate on a document within the application.

Stores different versions of a document.

Allows users to provide an e-signature within the platform.

Allows businesses to request files from clients.

Allows businesses to solicit feedback on projects or documents from clients.

Provides analytics tools that reveal important business metrics and track progress.

Qualitative or quantitative risk methodology to evaluate the risk for an individual account or portfolio, and identify problems

Connects to external systems and applications as needed to complete team workflows.

Provides analytics tools that reveal important business metrics and track progress.

Define levels of authorization for access to specific files or systems

Offers user access across mobile platforms

Provides robust security options, such as two-factor authentication, single sign-on controls, or fingerprint scanning

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Provides analytics tools that reveal important business metrics and track progress.

Provides sales forecasting and modeling capabilities based on historical data.

Contains customer request handling functionality and issue tracking.

A portal through which customers can access the knowledge base as well as ask questions, place orders, raise issues, and more.

An information repository for customers to get self-service answers to their questions.

Allows users to conduct analysis on support activities.

Track and manage schedules and meetings via an integrated calendar

Create, save, and re-purpose templates for emails, forms, etc.

Manage contact details and communication with clients

Create, design and manage workflows for repetitive tasks

Organize customer data and accounts by user or geography

Plan, manage, and track the financial activities of an individual or organization

Store, manage, and track all electronic documents in a centralized location

Provides email marketing campaign management functionality.

Contains lead tracking and management capabilities.

Contains analysis tools to provide insights on marketing campaign effectiveness.

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Contains pre-built email templates for sending potential investors information.

Automates the sending of potential investor communications.

Allows users to track and manage leads.

Manages sales pipelines from prospecting to close.

Manages sales force tasks, assigning tasks and distributing work.

Contains a product catalogue and price list for salespeople to pull from.

Provides custom quote creation functionality.

Manages the entire contract process, from creation and negotiation to signing.

Manage, organize, and store contact information

Segments investors and potential investors by multiple factors.

Handles the entire contract process.

Manages the entire investor capital pipeline, from prospect to close.

Allows users to fully brand the portal.

Forecasts investment activity based on historical data.

Produces reports based on investor information and communications conducted in-app.

Analyzes investor communications and activity, creating data visualizations.

Provides billing and invoicing within the application.

Provides internal and/or external instant messaging capability.

Offer project management features like task creation and tracking within the application.

Offer analytics concerning productivity or client engagement.

Allows businesses to track time spent on projects within the application.

Provides a mobile application.

Tracks metrics that provide insight into how a user interacts with any interface or product

Analyzes performance of assets to prepare financial forecasts, perform cash flow analysis, determine value of property, and prepare for acquisition or disposition.

Monitors and tracks the development and performance of real estate properties; either focused on a specific type of property (commercial, residential, mixed-use / industrial, or retail) or can support a variety of property types.

Aggregates and centralizes property and land information and data from a variety of sources; real-time discovery.

Monitors the performance of existing investments and analyzes property data to recommend investment decisions.

Enables correspondance and communication with and management of real estate investors.

Automates back office operations and investor workflows.

Enables the raising of capital while protecting existing funds or capital and adhering to money lenders' guidelines.

Streamlines real estate deal management via pipeline tracking, collaborative workflows, deal analytics, deal information management, and reporting.

Provides a sales tracking feature to calculate and model the potential value of overall and individual properties within a portfolio.

Generates asset performance reports specifically to present to investors, stakeholders, and board members.

Organizes, tracks, and reports on the portfolio of investments.

Provides analytics tools that reveal important portfolio metrics and track progress.

Produces reports on deal flows and current assets.

Provides tools to track and analyze companies' equity capitalization.

Manages deals throughout the entire deal lifecycle, from sourcing to completion.

Contains a dashboard designed to track and manage limited partners' workflow.

Provides fund administration functionality.

Manages quantitative and qualitative data for environmental, social, and governance activities

Combines data from multiple sources such as software solutions, public websites, and spreadsheets

Uses data from third party sources such as Bloomberg and DowJones

Provides ratings to rank companies based on their ESG programs

Generates reports for existing investors or to attract financing

Creates reports that can be shared with the public, employees, customers, and partners

Facilitate communications with various stakeholders on ESG initiatives

Help users identify ESG related risks to proactively address them

Evaluate the impact of ESG related risks on the company and its ecosystem

Define and implement strategies to improve ESG initiatives

Develop potential scenarios to identify risks and opportunities

Provide ESG benchmarking data and competitive analysis functionality

Deliver action items to improve ESG initiatives based on historical data

Use AI or GAI technology to optimize ESG management and reporting

Monitor the performance of Environmental, Social and Governance (ESG) initiatives over time

Build reports around specific compliance requirements and directives such as CSR and CS3D.

Use AI to generate content in the form of text, images, videos, etc.

Track and report regulatory data to either internal management or external stakeholders

Reporting on how each user, task or process has advanced since its initiation

Creates a visual overview of potential targets within a specific market.

Includes advanced filters to narrow down deals.

Uses AI to identify relevant deal opportunities.

Monitor listings from multiple sources in one place.

Augments company profiles with real time data.

Shares notifications about significant events or changes related to target companies.

Analyzes market trends to identify sectors with high investment activity and potential opportunities.

Compares potential deals against industry standards.

Monitors key business indicators and detect any major shifts in performance over time.

Allows safe exchange of sensitive information between parties.

Supports connections with CRM and other software for a unified workflow.

Monitors deal progress and manage workflows.

Tracks and manages potential deals through customizable pipelines.

Capability to perform complex tasks without constant human input

Makes informed choices based on available data and objectives

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Engages in human-like conversation for task delegation

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Form predictions based on past and present data/trends

Set up connections to third-party platforms to improve business processes

Organize and group data or items based on various criteria

Create budgets based on historical data and future projections

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Digitally sign online documents

Application programming interface that allows for integration with other systems/databases

Use AI to generate content in the form of text, images, videos, etc.

Import and export data to and from software applications

Assemble applications and processes by dragging over and arranging pre-built components

Allow users to collaborate and ask questions regarding folders and/or documents within the system

Data is backed up automatically to prevent data loss

Track and manage adherence to policies for any service, product, process, or supplier

Access work applications remotely, for when working away from the office and/or traveling

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, save, and store files

Plan and coordinate all the resources, costs and time needed to execute assignments

A record of all activities within the system, including user access, changes made, etc.

Review and analyze existing information across documents

Access software remotely via mobile devices

Compliant with HIPAA, which sets standards for sensitive patient data protection

Manage and store data in a database

Compile and organize data into specific metrics

Set up connections to third-party platforms to improve business processes

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Provides a channel for team members to share media files, communicate, and work together

Send documents directly to data room from email

Securely stores data to prevent data loss or breaches

Verify the identity of users/devices to enable secure access

Track and document all activities across devices, networks, and other systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Allow users to access multiple services after entering their login credentials once

Leave comments and notes on documents for others to view

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Add a digital mark to show ownership of an image, video, document, etc.

View and track pertinent metrics to find patterns and gain insights from data

Request two or more credentials to prove user's identity before granting access to systems

Secure online viewing of sensitive documents

Track revisions and updates made to files and navigate between different versions

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Search and filter data across systems to locate required information by entering keywords or certain criteria

Add customized logos and colors to align with company branding

Store, manage, and track all electronic documents in a centralized location

Initiate collection and analysis of known risks

Automatically place and execute trades without the need for manual input.

Observe and track the demand, usage, progress or quality of a system, product, or user

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Monitor and track cryptocurrencies.

Use AI to generate content in the form of text, images, videos, etc.

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Analyze potential risks across the organization

Centralized accounting record which tracks all financial transactions

Alter the layout and content of reports

Communicate with investors with integrated communication tools.

Monitor and analyze the performance and status of a server or system/application

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Measure and assess the performance of investments

Track and document all activities across devices, networks, and other systems

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Designed for Hedge Funds

A record of all activities within the system, including user access, changes made, etc.

Import and export data to and from software applications

Provides a channel for team members to share media files, communicate, and work together

Access software remotely via mobile devices

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Track and report regulatory data to either internal management or external stakeholders

Used by financial advisors and money managers

Reallocation of assets to reflect changing investment goals or market conditions

Studying and analyzing the performance of financial assets like stocks, mutual funds & bonds to create a list of well-performing assets

Track and trade contracts to transact in tangible goods at a certain price in the future

Application programming interface that allows for integration with other systems/databases

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Compare key metrics for the business against prominent players in the industry

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Monitor capital allocation and asset prices over time

Purchase and track both bonds and stocks in the portfolio

Used by retail investors and active traders/day traders

Manage and handle various international currencies

Monitor and track stocks across portfolios and watch lists,

View and track activity related to an individual, transaction, etc.

Provides varying estimates based on different scenarios

Establish measurable goals and objectives and track their progress over a specific period of time

Detect potential wash sale violations.

Compare two documents or content pieces side by side

Tracking the status of previously identified performance measurements

Measure the output of all types of emissions into the environment.

View and track various environmental indicators including material wastage, energy usage, and carbon footprint

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Automatically calculate score after the assessment

Software program that continuously adjusts its behavior based on observed data

Alter the layout and content of reports

Alter the layout and content of dashboards

Compare key metrics for the business against prominent players in the industry

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

View and track pertinent metrics to find patterns and gain insights from data

Examine established processes and records to ensure accuracy, compliance, and policy adherence

Streamlining repetitive tasks and activities through automated and predefined workflows

Search and filter data across systems to locate required information by entering keywords or certain criteria

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Leave comments and notes on documents for others to view

Facilitates online authoring and publishing of the content

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Centralized repository to store content and assets

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Assemble applications and processes by dragging over and arranging pre-built components

Search and filter data across systems to locate required information by entering keywords or certain criteria

Track and document all activities across devices, networks, and other systems

Monitor and record expenses such as purchases or charges incurred

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Access software remotely via mobile devices

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Synchronize with other calendars to view mutual availability and schedules

Set up connections to third-party platforms to improve business processes

Import and export data to and from software applications

Alter the layout and content of reports

Customize data fields to support various needs and use cases

Automatically identify and save contact information of potential customers

Provides a channel for team members to share media files, communicate, and work together

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Pre-made examples and templates for emails

Use AI to generate content in the form of text, images, videos, etc.

A collection of customer information such as contact details, demographics, previous interactions, etc.

Track and manage the scheduling of tasks

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Application programming interface that allows for integration with other systems/databases

Assemble applications and processes by dragging over and arranging pre-built components

Define levels of authorization for access to specific files or systems

Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.

Track interaction history by documenting conversations for contacts

Reports specific to sales analysis for trends and strategies

Establish requirements for testing to reduce risks

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Initiate collection and analysis of known risks

Manage budgeting and financial planning operations to control and eliminate debt

Assess and control risks associated with the credit process of each loan portfolio/account

Define and maintain business rules that determine workflow capabilities and criteria

Develop potential scenarios to identify risks and opportunities

Use AI to generate content in the form of text, images, videos, etc.

Designed for Hedge Funds

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track and manage adherence to policies for any service, product, process, or supplier

View and track pertinent metrics to find patterns and gain insights from data

Manage risk that occurs from systems failure or inadequate processes

Ability to handle large datasets

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Application programming interface that allows for integration with other systems/databases

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Identify and prevent suspicious activity

A record of all activities within the system, including user access, changes made, etc.

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.