Name: Dynamo Software
Rating: 10 (4 reviews)
Author: Dynamo Software

Help Desk

Web and Video Conferencing

Customer Support

Agile Development

Image Recognition

Kubernetes Monitoring

Service Mesh

Development

Academic Advising

Classroom Management

Online Learning

Education

Barcode

Business Intelligence (BI)

Collaboration

Email Spam Filter

Interactive Voice Response (IVR)

VoIP

Enterprise

Accounting

Digital Banking

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Converged Infrastructure

Data Center Infrastructure Management

Data Lakehouse

Data Observability

Database Load Balancing

Desktop Outsourcing

Ethernet Switches

File Sync and Share

Fraud Detection

Governance, Risk & Compliance

Integration Platform as a Service (iPaaS)

Machine Learning

Network Performance Monitoring

Network Troubleshooting

Operating Systems

Packet Analyzer

Software Defined Storage (SDS)

Tape Storage

Threat Intelligence

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Signage

Email Management

Email Marketing

Event Registration

Heatmap and Session Recording

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Presales

Sales Acceleration

Sales Gamification

Sales

Animation

Auto Repair

HIPAA Compliance

Insurance Suites

Investment Portfolio Management

PCB Design

Public Sector Software

Tax Practice Management

Vertical-Specific

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Versatility: Reviewers have praised Dynamo's versatility, with some stating that it allows them to create scripts using either nodes or different programming languages for graphics programming. This feature has made it easy to automate repetitive tasks in Revit, saving users time and allowing them to work more efficiently. 

Integration with Revit: The integration of Dynamo with Revit has been a game-changer in the construction industry, according to reviewers. It provides a lot of functionality and an easy way to design, layout, and fix architectural plans. Some users have stated that this integration saves time and makes their workflow smoother.

User-friendliness: Many reviewers have appreciated the intuitive design and user-friendliness of Dynamo. They find it easy to learn and implement for others at their company. Additionally, some users find that they can customize the software to meet their company's needs, making gathering data and examining results much more efficient.

Difficult UI and toolbar: Several users have mentioned that the UI and toolbar of Dynamo Investor Portal can be difficult to learn, leading to a steep learning curve for new users. Some reviewers also feel that the interface is not very flexible and lacks customization options.

Time-consuming node search: A significant number of reviewers have stated that finding suitable nodes in Dynamo Investor Portal can be a time-consuming process. Users have reported spending a lot of time searching for the right node or combination of nodes to achieve their desired outcome, which can impact productivity.

Challenging language: According to some users, the software's language can be hard to familiarize with, making it difficult for those who are not already exposed to it. This has led to frustration among certain customers who feel that they need more guidance when navigating the system.

Dynamo’s investor relations software enables users to navigate a web of investors and their commitments, questions, and performance data. The solution features mass mailing, relational tagging, Outlook integration, and its integrated Investor Portal, Dynamo helps users effectively raise new capital while managing investors. 

Dynamo’s WebVision offering also provides a complimentary content management system (CMS) which can function as an integrated portal or standalone site, capable of hosting videos, webinars, and other key collateral. Dynamo's solution ultimately helps to increase transparency in investor communications while empowering investors to retrieve information in a secure, seamless, fully branded data room. Property galleries, data visualizations, and custom branding provide an interactive experience for your investors.

Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.

Single User Performance License

Advisor Bundle

Producer Bundle

Zinnia SmartOffice

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Basic

Premium

Platinum

RightCapital

Dynamo Software

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Dynamo Software

Overview

What is Dynamo Software?