Dynamo Software vs. SS&C Intralinks DealCentre

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.

Incentivized

Very well suited for data room usage. Great for project based work where you have a specific group of people who are located worldwide that you want to collaborate with together. Very useful for sharing large documents with virtually anyone. Probably not appropriate or useful for small group or one on one usage involving documents that can be easily emailed (smaller in size).

Incentivized

• Tracking relationships in the CRM and the Web Add-in tool to add new information straight from emails.
• The flexibility to build out whatever view you would like to see certain data in and the ability to then export information to Excel.
• The Mail Merge Tool allows us to communicate to over 100 different subsets of our limited partners in different SPVs.

• Workspace creation
• Security at granular level

Incentivized

• 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.

• Drag/Drop of documents directly from emails (this seems to be common among data room type software)

Incentivized

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

Incentivized

Maintenance is a bit slow.

Incentivized

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.

Incentivized

Intralinks is more robust and has a more professional user interface. I use both products but I would default to intralinks if it was an important project involving outside resources or partners. Box I feel is perfectly suitable for internal projects that involve department members or multiple company departments

Incentivized

• creating work flows for new clients
• can cause issues with to many items in the pipeline
• Allows us to view funding quickly and efficiently

• Good desktop and web versions.
• Simplified basic file management.

Incentivized