For me, using Dynamo to manage my finances and business operations has been a game-changer. The platform provides a full range of functions, including document management, contact management, investor reporting, client portal, real estate administration, lead management, investment tracking, and accounting, that are tailored to my particular needs. My process has been substantially improved and the need for additional systems has been removed thanks to the smooth connectivity between these components. I like the platform's user-friendly interface and simple navigation since they make it simple for me to get about and find the information I need. I was able to adapt Dynamo to my particular workflows and requirements because to the customization possibilities. I can now make data-driven decisions and learn a lot about my investments and business operations thanks to the powerful reporting and analytics features. Overall, Dynamo has exceeded my expectations and has given me the tools and functionality I need to successfully manage my investments.

I'm excited to discuss my favorite aspects of Dynamo Software. Its broad and integrated nature is, in my opinion, its most notable aspect. I can access a variety of capabilities with Dynamo, including accounting, document management, contact management, investor reporting, client portal, real estate management, lead management, and real estate administration, all on a one platform. My efficiency has increased dramatically as a result of this centralized strategy, which does away with the necessity for many ad hoc systems or manual procedures. Everything being in one location makes it easy for me to switch between modules, have access to important data, and complete tasks. The user experience is further improved by the user-friendly design and simple navigation. Additionally, Dynamo's flexibility to modify and adapt the platform to my particular specifications has been priceless in enabling me to modify it to fit my particular processes and demands.

Thus far, my experience with Dynamo has been very positive and I have not encountered any issues or concerns.

Our overall Dynamo experience has collaborative. We staged our implementation in phases starting with CRM first. We continue to deploy more & more features, explore modules and are constantly considering better ways to do our day to day tasks. Dynamo support has been good whether tackling our questions about best practices, helping to guide us on new features, provide training or answering our what if or how to questions. We have experienced good dialogue and partnership in addressing our concerns.

We implemented Dynamo after years of our growing team being unable to 'find our stuff' on a network drive full of hundreds of folders that were poorly organized, named or maintained. Our team decided to start looking for a system to organize our data. That search started as a CRM system search and then evolved as we completed searches and demos to explore also portfolio management and reporting. Our reporting had solely been excel based and with significant history to store, we were tasking excel to serve essentially as a database. With each system/vendor we reviewed, the more capabilities we started to consider. Dynamo was appealing as it served to answer a number of challenges we were facing and because it was integrated, we weren't trying to fit a bunch of different systems/software together to make everything work nicely together.

Initially the reporting was less robust. This has changed dramatically and the reporting and dashboards are robust and dynamic. The shift from Tableau reporting to Power BI has really improved the quality of reporting.

Customer support has been great. There is room to improve on ease of customization by the user, as well as, data upload alternatives to Excel. Customization on next iteration looks interesting .

Centralized database. Designed to be the single source of truth on financials.

Difficulty in making changes to the excel upload template (customer support needed). Limited UI flexibility. Excel input to database.

We really enjoy working with the Dynamo team. The team is very forward thinking and service oriented. We have collaborated with Dynamo a lot to build new features and functionality with the system. The team always communicates deadlines and assists in any way possible with implementation.

Dynamo Software is a one stop solution for LPs. It has a great CRM platform as well as a fantastic portfolio management solution. You don't need to worry about connecting two systems together.

Dynamo did not have a connector to administrators such as State Street. However, we worked with Dynamo to build a file transfer and now cash transactions and reconciliations with our administrator are automated.

I have used a few CRMs throughout my career and Dynamo is the most user friendly and easily customizable of the lot. Being able to create fields and views without having to submit service tickets is immensely valuable in a rapidly growing business. I have been able to build our Dynamo tenant to most accurately reflect our unique business model instead of shoehorning into a preset box.

Our business model employs a significant number of transfers within and across entities. This has been my biggest pain point as the transfer process continues to change. I would love to have a process by which we could transfer from Investor Account A in Fund X to Investor Account B in Fund Y in a single step.

Our experience with Dynamo has been exceptional. [SENSITIVE CONTENT HIDDEN] did a great job onboarding us and building some finds or reports on his own. The continued support has also been exceptional. It is nice to know that if we need help there is a team at Dynamo to continue with the help and support we need.

There are several easy ways to get data in. Manual entry is easy and not time consuming. I love the many different ways data can be loaded into the database.

We are a firm that has clients with a lot of Transfers of Interest. This and the commitment/ownership are my biggest issues with the software. I would also say while it is my least favorite it is still way easier than our old system.

Dynamo serves our purposes well

Relational database Document management The product is fairly easy to use and intuitive Dynamo integrates with Microsoft products fairly well

The interface could be more visually appealing Administration is not always intuitive

We have been using Dynamo for the second time, second organization for over 10 years. I feel all employees at Dynamo are very versed in the platform, knowledgeable and are at your reach at any time.

Dynamo is an easy platform to learn and implement to others. I like that there are always positive changes to the system which makes the system more user friendly. Gives it a more cleaner and fresher look.

Integration was absolutely painless. The support system Dynamo offers is amazing, very helpful, fast in responding back and resolving all issues.

Overall, Dynamo is a powerful tool that can be used for a variety of purposes.

This tool can be used for a variety of things. It provides a variety of features that can help you store, track and organise your data. It allows for features that help for collaboration with others.

Dynamo can be expensive, difficult to use and not as well known as other databases.

Ease of use; ability to customize; dedicated client specialist

Compatibility of add-ins has been an issue in the past

The team was already using Dynamo when I came on. I find it easy to use. I can easily organize all fund and manager information into one place so I can easily find it.

It's small, but when I search for things, it always takes a few seconds to load the drop-down menu to select what I'm looking for. The AI add-in is frustrating because it will auto-relate entities that are not related to the activity I'm saving. For example, if the notes in the body of an activity mention something generic like a Bloomberg Barclays Index, it will auto-relate every contact in the system from both Bloomberg and Barclays even though the notes are not about either Bloomberg or Barclays.

Overall, they are a fantastic company to work with. The support team, although based in Bulgaria, for the most part responds as though they were in the USA. We have been long time customers and grown along with Dynamo. The experience has been great.

Its cloud based architecture, coupled with intuitive design makes this a fantastic product for our needs.

It would be great if the product introduced a 'recycle bin' so any entities accidentally deleted could be easily restored.

My overall experience is good with this software we are doing a lot of business through this software.

The basis and nessaary features about the software is good.

Pricing may be high in compare to other.

Overall its a good solution for institutional investors and asset managers.

New featurescustomer supportEase of UseValue for money

Difficult to learn initially as the user interface can be a little tricky to get along with.Artificial intelligence sometimes gets in the way as it automatically relate entities.

The ability to customize the software to meet our companies needs has made gathering data and examining results much more more efficient.

The quick add feature not working on apple computers.

Overall i am satisfied with the outputs it provided and its capabilities lies far beyond that as well.

The best part about dynamo is we can either use nodes to create our own script at the same time write program in different languages for the same.

Sometimes looking for suitable node become quite hectic.

Is useful for replacing names in specific families elements instead of making it manually.

Graphics programming have no limits. Is easy to automate repetitive tasks in Revit.

Is necessary to have some programming knowledge

Good and need to improve a little.

Dynamo connected with Revit is life changing in construction industry! I was so amazed to learn that when I first knew it!

User interface and tool bard could be hard to learn.

La interoperabilidad entre Revit y Dynamo

Se debe de tener un conocimiento general de programación

This is an easy and user friendly software to manage funds. It is easy to use and easy to show others how to use them. very organized and established user friendly.

This is an easy and user friendly software to manage funds. It is easy to use and easy to show others how to use them. very organized and established user friendly.

Overall the CRMs I have used I prefer Dynamo. The software is easy to use and easily customized and automatically syncs mostly with outlook.

There is nothing to dislike as things are right now. Among all the CRMs in the firm, the software has been the best for me as a user.