We use Dynamo for two functions- Document retention/organization and Investment accounting. The document retention/organization is easy to use and very effective to find and pull documents down. The entire team- CIO, Investment team and Operations all use Dynamo on a daily basis. The Investment Accounting function has enhanced the operations productivity and allowed us to get more information in a timely fashion. I should also give a call out to our Customer support representative Sean and Marc. They have been there over the years supporting us in big and small projects Review collected by and hosted on G2.com.
There is a lot more that we can use, just do not have time to explore all of them. Review collected by and hosted on G2.com.
Thank you for your incredible review and for being a valued Dynamo client since 2014. We’re honored to support your investment office across document retention, organization, and investment accounting—and it’s especially rewarding to hear that the platform is used daily by your CIO, investment, and operations teams.
We’re also grateful for your shoutout to Sean and Marc. Their dedication to client success is a cornerstone of our service, and we’re thrilled to see their impact recognized.
We hear you on the challenge of not having enough time to explore all that Dynamo offers. We’re excited to roll out Dynamo v3.0 later this year and look forward to continuing to explore more of what's next and how we can continue to help you and your team achieve even more.
Thanks again for your continued partnership—and for helping us evolve Dynamo into the platform it is today. Please reach out to us to address any questions or further help you may need too.
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Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.




