Dynamo Software Features

As reported in 10 Dynamo Software reviews. 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

As reported in 10 Dynamo Software reviews. Creates customizable reports utilizing market performance data

As reported in 10 Dynamo Software reviews. 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

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)

Has a centralized dashboard for users to interact with

Provides a cloud based version of the platform

Has a centralized dashboard for users to interact with

Provides multi-factor analysis on proposed routes

Provides a cloud based version of the platform

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

As reported in 12 Dynamo Software reviews. Provides useful pre-defined data connections to important external systems and applications.

Has a centralized dashboard for users to interact with 13 reviewers of Dynamo Software have provided feedback on this feature.

Provides a cloud based version of the platform This feature was mentioned in 11 Dynamo Software reviews.

Is accessible from a mobile device and by users on the go. This feature was mentioned in 13 Dynamo Software reviews.

Contains in-application messaging abilities This feature was mentioned in 11 Dynamo Software reviews.

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.

Based on 14 Dynamo Software reviews. Automates some or all operation related tasks

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.

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

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

Provides granular user permission options related to document viewing and editing

Offers user access across mobile platforms

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

As reported in 11 Dynamo Software reviews. Provides analytics tools that reveal important business metrics and track progress.

Provides sales forecasting and modeling capabilities based on historical data.

Based on 11 Dynamo Software reviews. Contains customer request handling functionality and issue tracking.

Based on 10 Dynamo Software reviews. 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. 12 reviewers of Dynamo Software have provided feedback on this feature.

Allows users to conduct analysis on support activities. 11 reviewers of Dynamo Software have provided feedback on this feature.

Provides email marketing campaign management functionality.

Contains lead tracking and management capabilities.

Contains analysis tools to provide insights on marketing campaign effectiveness.

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. 10 reviewers of Dynamo Software have provided feedback on this feature.

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.

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.

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

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.

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

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives