Black Diamond Wealth Platform vs. Dynamo Software

Customer Service, Project Managers and our personal contact have been exceptional. Since the software is able to do so much and there are so many options the Dynamo team has been invaluable to us. Our company would not have been able to double in size over the last 4 years if it wasn't for Dynamo Software.

• Keeps improving the software
• Client management and support
• It is very customizable

• I think the software is so robust it can be difficult to use. I often get intimidated to make changes within our platform because I don't want to mess anything up.
• I also feel like once you finish your "training" that it would be nice to have an account manager that can help you when you need it, rather than someone who is in the sales department or contacting the support team. It can be frustrating to have to re-explain your company and how you do things every time you are needing help or want to make changes to your platform that you don't know how to do.

There are many things our team enjoys with Dynamo Software. We are trying to think of more ways to use the software to the fullest utilization. The issues we have is just some communication and some of the learning curve. Overall a very good product with lots of ways to have it fit the brand.

Dynamo Software was able to offer us a CRM, Investor Portal, Accounting Software and Fund Administration solution that we couldn't find anywhere else that would allow us to easily import and export data in Excel. Other vendors practically owned our data or there was additional cost to get data exported. We had a really bad experience with a previous provider so we took a very long time (almost 2.5 years ) to diligence all of the other options we could find and we are extremely happy we decided to go with Dynamo Software.

• It allows us to offer a more sophisticated accounting application and investor portal in our suite of technology.