Dynamo Software is a purpose-built investment management platform that can support the entire private market investment lifecycle. It offers modules for CRM, deal management, investor relations, investor portal, portfolio monitoring, fund accounting, research management, portfolio management, and ESG reporting.
Well suited: 1. We use Data Central to run queries & fetch data. 2. It's an amazing tools where we create multiple profiles with Query & then create multiple job id's for each profile. & then we run the query for the jobs. 3. Its so customizable as we can fetch the data through query for a particular, day, week, month, year. Least Suited: 1. Its very complicated for new users. 2. Data integration with multiple tables is a challenging during any launches. 3. Implementation is very time consuming since it involves large amount of data. 4. The output from the query is stored for maximum of 1 year & can't be retained for more than a year.
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.
It's an amazing tools where we create multiple profiles with Query & then create multiple job id's for each profile. & then we run the query for the jobs
Its so customizable as we can fetch the data through query for a particular, day, week, month, year.
Some functionality is clunky: Mailing Campaigns, Passthrough Integration, Dynamo Accounting Complex Transactions. At times it seems functionality is rolled out too soon.
Onboarding of new clients for us seems a bit haphazard. We just added a new tenant with CRM, Dynamo Accounting and the Investor Portal and we weren't exactly sure what the state of the new tenant should be based on what was copied over from a prior tenant or how much Dynamo Software time or support we would have to customize the new tenant.
At times it seems Dynamo Software's terminology with relationships either isn't intuitive or is repetitive creating additional time/confusion when modifying workspaces, portal set-up, etc.
I give it this rating because I think it could be easier to use. While there are sooo many different ways to use the software, it can be very intimidating and confusing, even when you feel confident in what you know how to do. I feel like everytime I want to add something new or do something out of our norm I have to ask for help
Haven't tried any alternatives to Data Central as what we were looking for was very unique & customizable solutions. So, we went ahead with Data Central only. As we were able to scale our operations & appplications through it.We use Data Central to run queries & fetch data. It's so customizable as we can fetch the data through query for a particular, day, week, month, year.
Dynamo Software makes the most sense from a cost perspective for available offerings to our clients. The integration between the CRM, Accounting module and investor portal. We also appreciate the ability to customize the investor portal to the client's request all within the same license.
It's an amazing tools where we create multiple profiles with Query & then create multiple job id's for each profile. & then we run the query for the jobs
Its so customizable as we can fetch the data through query for a particular, day, week, month, year.
Data integration with multiple tables is a challenging during any launches
The output from the query is stored for maximum of 1 year & can't be retained for more than a year
