Dynamo Software

Avantages

I'm excited to discuss my favorite aspects of Dynamo Software. Its broad and integrated nature is, in my opinion, its most notable aspect. I can access a variety of capabilities with Dynamo, including accounting, document management, contact management, investor reporting, client portal, real estate management, lead management, and real estate administration, all on a one platform. My efficiency has increased dramatically as a result of this centralized strategy, which does away with the necessity for many ad hoc systems or manual procedures. Everything being in one location makes it easy for me to switch between modules, have access to important data, and complete tasks. The user experience is further improved by the user-friendly design and simple navigation. Additionally, Dynamo's flexibility to modify and adapt the platform to my particular specifications has been priceless in enabling me to modify it to fit my particular processes and demands.

Inconvénients

Thus far, my experience with Dynamo has been very positive and I have not encountered any issues or concerns.

Avantages

Automatisation, Time saved doing redundant tasks

Inconvénients

Learning period/curve, time needed to create a script

Avantages

Overall the CRMs I have used I prefer Dynamo. The software is easy to use and easily customized and automatically syncs mostly with outlook.

Inconvénients

There is nothing to dislike as things are right now. Among all the CRMs in the firm, the software has been the best for me as a user.

Avantages

The basis and nessaary features about the software is good.

Inconvénients

Pricing may be high in compare to other.

Avantages

Love all the tagging that is possible and the integration with Outlook. Love the signature parsing functionality.

Inconvénients

Often very slow, which is frustrating in a fast-paced industry. Long lags. Seems like something that could be fixed by the company.

Avantages

Fairly user-friendly. More functionality that I will ever need but nice to know it's there!
Customer support and follow-up is amazing.

Inconvénients

Could be a little more intuitive to find particular things. Or a way to get quick answers. Most importantly, I wish it could go back and capture historically through Outlook emails like competitors can!

Avantages

It's always evolving based on client feedback, which is great! We set our version up to match our exact needs and it's been very helpful.

Inconvénients

How clicking something opens a new tab each time, resulting in LOTS of open tabs! Maybe a choice of opening a new tab or replacing the current one would be helpful.

Avantages

Customer Service team is very responsive to any requests or questions we've had when using. Love the ability to have our LP and investor information all centralized in one location across the firm. In a fast-paced industry, we can often lose track of critical information that is the difference in an investment--Clienteer solves that issue for us.

Inconvénients

As with most software, takes a short while to get used to. Also occasionally have speed issues, but would think that this occurs more so on our company's end.

Avantages

I use Clienteer because this establishes my relationship with my clients. The software has a great platform designed for people like me and others who work in hedge funds & banking institutions who need help in dealing with investor relations and other related finance administration. This software lets me view my client’s portfolios and track our developments.

Inconvénients

This has happened to me a couple of times that the software lags and I’ve had to restart my computer each time. It worked fine after that and didn’t encounter this problem anymore.

Avantages

New featurescustomer supportEase of UseValue for money

Inconvénients

Difficult to learn initially as the user interface can be a little tricky to get along with.Artificial intelligence sometimes gets in the way as it automatically relate entities.

Avantages

This tool can be used for a variety of things. It provides a variety of features that can help you store, track and organise your data. It allows for features that help for collaboration with others.

Inconvénients

Dynamo can be expensive, difficult to use and not as well known as other databases.

Avantages

We implemented Dynamo after years of our growing team being unable to 'find our stuff' on a network drive full of hundreds of folders that were poorly organized, named or maintained. Our team decided to start looking for a system to organize our data. That search started as a CRM system search and then evolved as we completed searches and demos to explore also portfolio management and reporting. Our reporting had solely been excel based and with significant history to store, we were tasking excel to serve essentially as a database. With each system/vendor we reviewed, the more capabilities we started to consider. Dynamo was appealing as it served to answer a number of challenges we were facing and because it was integrated, we weren't trying to fit a bunch of different systems/software together to make everything work nicely together.

Inconvénients

Initially the reporting was less robust. This has changed dramatically and the reporting and dashboards are robust and dynamic. The shift from Tableau reporting to Power BI has really improved the quality of reporting.

Avantages

Dynamo Software is a one stop solution for LPs. It has a great CRM platform as well as a fantastic portfolio management solution. You don't need to worry about connecting two systems together.

Inconvénients

Dynamo did not have a connector to administrators such as State Street. However, we worked with Dynamo to build a file transfer and now cash transactions and reconciliations with our administrator are automated.

Avantages

There are several easy ways to get data in. Manual entry is easy and not time consuming. I love the many different ways data can be loaded into the database.

Inconvénients

We are a firm that has clients with a lot of Transfers of Interest. This and the commitment/ownership are my biggest issues with the software. I would also say while it is my least favorite it is still way easier than our old system.

Avantages

Dynamo is an easy platform to learn and implement to others. I like that there are always positive changes to the system which makes the system more user friendly. Gives it a more cleaner and fresher look.

Inconvénients

Integration was absolutely painless. The support system Dynamo offers is amazing, very helpful, fast in responding back and resolving all issues.

Avantages

I have used a few CRMs throughout my career and Dynamo is the most user friendly and easily customizable of the lot. Being able to create fields and views without having to submit service tickets is immensely valuable in a rapidly growing business. I have been able to build our Dynamo tenant to most accurately reflect our unique business model instead of shoehorning into a preset box.

Inconvénients

Our business model employs a significant number of transfers within and across entities. This has been my biggest pain point as the transfer process continues to change. I would love to have a process by which we could transfer from Investor Account A in Fund X to Investor Account B in Fund Y in a single step.

Avantages

Provides Seven Bridges client easy access to documents we share with them, plus the dynamic aspects of our website allows them to see their asset allocation summary and details. Additionally the Admin functions and MFA are very useful as an adminstrator of the platform.

Inconvénients

As discussed with Erol Dusi it would be beneficial if the portal allowed our internal Web Services to be called from the Web Vision portal and rendered through JavaScript/HTML5 in some generic manner. Also easier use on mobile devices would be extremely helpful.

Avantages

The small company feel makes everything feel customized, from the software to the client service. It's nice to be included in the dialogue with regards to future software updates.

Inconvénients

Wish it could be slightly more straightforward to use. But that comes with use, and of course they have so many features so that comes with time and usage.

Avantages

Dynamo connected with Revit is life changing in construction industry! I was so amazed to learn that when I first knew it!

Inconvénients

User interface and tool bard could be hard to learn.

Avantages

The best part about dynamo is we can either use nodes to create our own script at the same time write program in different languages for the same.

Inconvénients

Sometimes looking for suitable node become quite hectic.

Avantages

Having all of our investor data and correspondence in one place has been a game-changer for us. Previously, we were using multiple spreadsheets and regular email to manage our investor relationships. Knowing all information and contact with investor is in one place allows me to sleep at night. Also, love the reporting and group email features.

Inconvénients

There is so much functionality to this software, it's taking me a while to get my head around and understand all it can do.

Avantages

Relational database
Document management

The product is fairly easy to use and intuitive

Dynamo integrates with Microsoft products fairly well

Inconvénients

The interface could be more visually appealing

Administration is not always intuitive

Alternatives envisagées 

Avantages

Clienteer is easy to navigate and has great capabilities. It has been very useful in managing investors.

Inconvénients

Being based in the Cayman Islands and South Africa, the speed is slow despite internet speed being fast.

Avantages

Easy customization of reporting, fields and screens . Smaller company that is more flexible than larger firms.

Inconvénients

Unable to handle FX accounts, certain fields are specific to screens and cannot carry over to other screens.

Avantages

tracking capability is the best feature, as it allows us to utilize the metrics for marketing messages

Inconvénients

not as user friendly as I would like. The platform seems to have buttons and features, although they are not usable and apparently part of the "old" system