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Was ist Dynamo?
Dynamo Software ist nach eigenen Angaben führend im alternativen Investment-Ökosystem und bietet eine auf die Industrie zugeschnittene und hoch konfigurierbare Front-to-Back-Office-Plattform. Dynamo bietet Fondsmanagern, Eigentümern von Vermögenswerten und damit verbundenen Dienstleistern eine cloudbasierte Investment-Management-Software an. Mit maßgeschneiderten Lösungen sowohl für Allgemeinmediziner als auch für LPs rationalisiert Dynamo die Investitionsvorgänge im gesamten Unternehmen. Die Lösungen umfassen Deal Management, Investor Relations, Portfolio Management, Berichterstattung und Research Management.
Wer verwendet Dynamo?
Investmentmanager in vielen Branchen einschließlich Hedgefonds, Dachfonds, Private Equity, Venturekapital, institutionellen Investoren, Family Offices/Vermögensverwaltern, Prime Brokerages und Fondsverwaltern.
Dynamo – Details
Dynamo Software
1998 gegründet
Dynamo – Videos und Bilder
Dynamo – Details
Dynamo Software
1998 gegründet
Kosten ähnlicher Produkte wie Dynamo vergleichen
Startpreis
Kostenlose Version
Gratis Testen
Dynamo – Bereitstellung und Support
Kundenbetreuung
- E-Mail/Helpdesk
- Telefon-Support
- Chat
Einsatz
- Cloud, SaaS, webbasiert
Training
- Persönlich
- Live Online
- Webinare
Funktionen von Dynamo
Anlagenverwaltung Software
- API
- Aktivitäts-Dashboard
- Aktivitäts-Verfolgung
- Alarmfunktion / Benachrichtigungen
- Anleihen / Aktien
- Anpassbare Berichte
- Asset Lifecycle Management
- Audit Trail
- Auftragsmanagement
- Benchmarking
- Berichterstattung / Analyse
- Berichterstattung und Statistik
- Buchhaltung
- Compliance Management
- Compliance-Verfolgung
- Daten-Import / -Export
- Datenvisualisierung
- Dokumentenmanagement
- Dokumentenspeicher
- Drittanbieter-Integration
- Echtzeit-Analytik
- Echtzeit-Berichterstattung
- Echtzeit-Daten
- Echtzeitüberwachung
- Finanzanalyse
- Finanzmanagement
- Fondsverwaltung
- Für Anlageberater
- Für Investoren & Händler
- Gebühren Management
- Immobilien
- Investment-Tracking
- Kontaktmanagement
- Kundenmanagement
- Kundenportal
- Leistungskennzahlen
- Leistungsmanagement
- Lohn- und Gehaltslisten & Kommissionen
- Mobiler Zugriff
- Modellierung & Simulation
- Portfolio-Neuausrichtung
- Portfoliomanagement
- Risikobewertung
- Risikomanagement
- Self-Service Portal
- Visuelle Analytik
- Warentermingeschäfte
- Workflow-Management
- Zusammenfassende Berichte
- Überwachung
CRM Software für Immobilienagenturen
- API
- Aktivitäts-Dashboard
- Aktivitäts-Verfolgung
- Alarmfunktion / Benachrichtigungen
- Anpassbare Felder
- Anpassbare Vorlagen
- Aufgabenmanagement
- Aufgabenplanung
- Berichterstattung / Analyse
- Berichterstattung und Statistik
- CRM
- Daten-Import / -Export
- Datensynchronisation
- Dokumentenmanagement
- Dokumentenspeicher
- Drag-and-Drop
- Drittanbieter-Integration
- E-Mail Marketing
- E-Mail-Management
- E-Mail-Tracking
- E-Mail-Vorlagen
- Echtzeit-Benachrichtigungen
- Erinnerungen
- Kalenderverwaltung
- Kampagnenmanagement
- Kontakt-Datenbank
- Kontaktmanagement
- Kunden-Objekt-Abstimmung
- Kundendatenbank
- Kundenmanagement
- Lead-Distribution
- Lead-Erfassung
- Lead-Generierung
- Lead-Pflege
- Lead-Qualifizierung
- Leadmanagement
- Pipeline-Berichte
- Pipeline-Management
- Provisionsmanagement
- Segmentierung
- Social-Media-Integration
- Terminplanung
- Terminverwaltung
- Verfolgung von Interaktionen
- Verkaufsberichte
- Vorlagen-Management
- Workflow-Management
- Zugriffskontrollen / Berechtigungen
- Zugriffsquellen-Verfolgung
Siehe die vollständige CRM Software für Immobilienagenturen Liste
Fondsbuchhaltung Software
- API
- Abrechnung & Rechnungsstellung
- Ad-hoc-Berichterstattung
- Aktivitäts-Dashboard
- Aktivitäts-Verfolgung
- Anlagegegenstand-Management
- Anpassbare Berichte
- Anpassbare Vorlagen
- Asset Lifecycle Management
- Audit Trail
- Belegmanagement
- Berichterstattung und Statistik
- Bestandsverfolgung
- Bestell-Management
- Buchhaltung
- Budgetierung/Prognosen
- CRM
- Cash Management
- Cash-Flow-Management
- Compliance Management
- Diagramm-Erstellung
- Drittanbieter-Integration
- Echtzeit-Berichterstattung
- Echtzeit-Daten
- Einkauf & Empfang
- Einkommen & Bilanz
- Elektronische Zahlungen
- Finanzanalyse
- Finanzberichterstattung
- Finanzmanagement
- Forderungen
- Hauptbuch
- Inventarverwaltung
- Kontenabgleich
- Kostenverfolgung
- Lohn- und Gehaltslisten-Management
- Mehrere Währungen
- Mobiler Zugriff
- Partnerschaft-Buchhaltung
- Rechnungsmanagement
- Rechnungsverarbeitung
- Scheck Druck
- Spenden-Tracking
- Spender-Management
- Spesenabrechnungen
- Verbindlichkeiten
- Werkzeuge zur Zusammenarbeit
- Wiederkehrende- / Abonnement-Abrechnung
- Zeit & Kosten Verfolgung
- Überwachung
Hedge-Fund Software
- API
- Anlagegegenstand-Management
- Anleger-Buchhaltung
- Anpassbare Berichte
- Audit Trail
- Auftragsmanagement
- Automatisierte Ausführung
- Benchmarking
- Berichterstattung und Statistik
- Breakpoint Management
- Buchhaltung
- Compliance Management
- Daten-Import / -Export
- Dokumentenmanagement
- Echtzeit-Berichterstattung
- Finanzanalyse
- Flexible Datenmodelle
- Flexible Zuweisungsmethoden
- Für Dachfonds
- Für Familienbüros
- Für Firmen auf Käuferseite
- Für Firmen auf Verkäuferseite
- Für Hedge Fonds
- Für Immobilien
- Für Mehrfamilien-Büros
- Für Offshore
- Für Risikokapital
- Gewinn-und Verlustrechnung
- Grafische Präsentation von Daten
- Hauptbuch
- Individuelle Anpassung
- Investor-Berichterstattung
- Investor-Management
- Kontaktmanagement
- Kontenabstimmung
- Kundenportal
- Leistungsanalyse
- Leistungskennzahlen
- Lohn- und Gehaltslisten-Management
- Partnerschaft-Buchhaltung
- Portfolio-Buchhaltung
- Portfolioanalyse
- Portfoliomanagement
- Profilierung von Managern
- Provisionsmanagement
- Risikobewertung
- Sales Automation
- Statusverfolgung
- Workflow-Management
- Überwachung
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Erfahrungen mit Dynamo
Alle 11 Nutzerbewertungen lesenLydia Y.
Dynamo - it's more than just a CRM!
Kommentare: 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.
Vorteile:
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.
Nachteile:
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.
Beth G.
Best LP Platform and Data Service Offering
Kommentare: 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.
Vorteile:
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.
Nachteile:
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.
Thomas M.
Dynamo/Preqin Review
Kommentare: 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 .
Vorteile:
Centralized database. Designed to be the single source of truth on financials.
Nachteile:
Difficulty in making changes to the excel upload template (customer support needed). Limited UI flexibility. Excel input to database.
Christie P.
I used Dynamo at a previous employer and liked it so much I implemented it at GMF.
Vorteile:
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.
Nachteile:
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.
Jennifer S.
Product review
Kommentare: 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.
Vorteile:
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.
Nachteile:
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.
