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.
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Movable Type
Score8 out of 10
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Movable Type is a Perl-based content management system from Six Apart, featuring the capability to host multiple weblogs and standalone content pages, manage files and user roles, templates, tags, categories, and trackback links.
I think to organise and view information Dynamo has shown it's capability. However, it's still not a workflow or project management tool. It's a great hub for inhaling and presenting information of magnitude, and it does so well. But there are limitations to how Dynamo can be used to allow interpersonal and teamed type collabs to happen. We know it's not an Asana and not built for that, so it's not a negative feedback, just not the appropriate platform if full fledged proj management and logistics, comms need to be housed somewhere along with the data, It's not within Dynamo for now.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Is your business an enterprise level business that has more than a half dozen different content types? If so, then you might want to use a dedicated CMS rather than Movable Type. Movable Type is best used on small / medium sized businesses and is not the best solution for a full-fledged CMS. If you're using your content for something other than just displaying a website, then it's probably not for you. Movable Type works great for news/blogging sites. In fact, Daring Fireball, one of the most popular Apple-centric blogs is using Movable Type as its publishing platform.
Easy to use straight out of the box, very user friendly with an intuitive interface.
Great for team use where there are multiple editors and writers fixing and editing each other's works. It's easy to track who last made the latest edits.
Stellar support team and system. I've found that Moveable Type's support system is generally more responsive and helpful than WordPress.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
Especially on the older versions, the limited number of well-developed third-party plugins is problematic for efficiently developing a well-functioning website.
Versions of movable type which didn't allow pages to be constructed were difficult to create continuity in design and easily editable pages for our editors.
The installation process could be simplified to make it easier for those new to a CMS to install.
I think there are still improvements to be made. I haven't tapped in to the full functionality of the CMS yet but the rating I give it now is only based on what I've been able to use it for
I find it easy to use and very intuitive once you get into the weeds. We also prepared an entire policies and procedures for utilizing it efficiently and not making many human errors. This guide has helped our employees understand how to use it. In addition, the help guides on the Dynamo website are really useful
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Main arguments were: pricing as well as the usability. Setting up Dynamo is not difficult. Especially if you don't know what you really want. Dynamo offers out of the box views. Adjusting these is simple. Other competitiors like eFront are very customisable but need to be set up from scratch. Dynamo offered some type of canvas.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info