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 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.

I love the many different ways data can be loaded into the database.

User interface and tool bard could be hard to learn.

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.

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

The product is fairly easy to use and intuitive. Dynamo integrates with Microsoft products fairly well.

Difficult to learn initially as the user interface can be a little tricky to get along with.

Overall, they are a fantastic company to work with.

I'm excited to discuss my favorite aspects of Dynamo Software. Its broad and integrated nature is, in my opinion, its most notable aspect.

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

We really enjoy working with the Dynamo team. The team is very forward thinking and service oriented.

The AI add-in is frustrating because it will auto-relate entities that are not related to the activity I'm saving.

Is Dynamo a good investment management software.

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.

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.

Ease of use; ability to customize; dedicated client specialist.

Being able to create fields and views without having to submit service tickets is immensely valuable in a rapidly growing business.

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.

US Dollar

Dynamo is a cloud-based solution that helps institutional investors and alternative asset managers maintain investor relationships through compliance document submissions, interested party mapping, account statements and more. Key features include risk management, performance metrics, client portal, investments tracking and benchmarking.


Designed for various types of funds such as hedge, private equity and venture capital, Dynamo provides detailed investor valuations and stores transaction records in a unified repository for future reference. Investor portal enables teams to generate reports on individual investments, fund performance, transactions, account balances and more and facilitates decision making. Additionally, teams can request access to firms' various legal data such as K-1 consent forms, product profile management (PPM) documents, management information, news and capital account summaries via investor relationship portal. 


Dynamo allows integration with Microsoft Office suite to import/export documents, emails and data into relevant records for ensuring regulatory compliance. Pricing is available on a monthly subscription basis and support is extended via documentation, phone, email and other online measures. 






LongDescription

For Hedge Funds

Document Storage

Activity Tracking

General Ledger

For Venture Capital

Financial Analysis

Portfolio Management

Pipeline Management

Real Estate

Portfolio Analysis

Calendar Management

Collaboration Tools

Template Management

Data Import/Export

Risk Management

Accounting

Self Service Portal

Contact Management

Audit Trail

Lead Management

Mobile Access

Fixed Asset Management

Compliance Management

Performance Metrics

Benchmarking

Client Portal

Workflow Management

For Fund of Funds

Reporting & Statistics

Data Visualization

Modeling & Simulation

For Real Estate

Performance Analysis

Investments Tracking

For Multi-Family Offices

Partnership Accounting

Asset Lifecycle Management

Compliance Tracking

Reporting/Analytics

Monitoring

Fund Management

Client Management

Investor Reporting

Third Party Integrations

Document Management

For Family Offices

Financial Reporting

Investor Accounting

Web browser (OS agnostic)

Email/Help Desk

Phone Support

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Dynamo

In Person

Live Online

Webinars

Windham Portfolio Advisor is an on-premise solution that assists businesses with portfolio creation optimization and risk management. Key features include asset allocation, capital market forecasting, factor analysis, stress testing and wealth simulation.


Windham Portfolio Advisor enables users to develop capital market assumptions for returns using CAPM, Bayesian Analysis and custom forecasts. Its risk management tool allows users to handle portfolio prospects and complexities based on market exposure and expectations. Additionally, its factor analysis module assists managers with forecasting the expected return values of assets and help identify sources of risk and return.


Windham Portfolio Advisor allows users to generate reports, investment policy statements and proposals which can be exported to Microsoft Word, Excel and PowerPoint applications. Pricing of the product is available on request and support is extended via phone, email and online helpdesk.



Dynamo vs Windham Portfolio Advisor

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