For many alternative investment firms, contact management is still limited to individual Outlook Contacts and/or loosely organized files on the network. Yet, the ability to dynamically view relationships and easily link information as part of the daily workflow is essential to maintaining an edge in todayâs fiercely competitive markets. An intuitive CRM platform for private equity firms, hedge funds, real estate funds, prime brokers, funds of funds, and institutional investors, Dynamo centralizes knowledge about contacts, investors, deals, and third parties in an Outlook interface integrated with email, calendar, tasks and activities.
Building upon this rich feature set and industry-specific functionality, DynamoEnterpriseâ¢ 5.2 includes new productivity and reporting tools that empower firms to stay connected with clients and manage their business more efficiently and effectively. Outlook integration features allow users to store emails as activities or documents in Dynamo and relate them to other contacts, deals, or entities, enhancing the interrelation of information within the system. In addition, a new investor dashboard provides IR professionals with a 360 degree view of investor accounts at a glance, enabling them to make more informed business decisions. Netage has also added Microsoft SQL Server Reporting Services that allow reports to be scheduled and emailed as PDFs for the âMonday morningâ partnersâ meeting and for other recurring, time-sensitive information needs.
âOur clients value Dynamoâs intuitive, Outlook-based design, industry-specific functionality and configurability for their unique business needs,â said Krassen Draganov, CEO of Netage Solutions, Inc. âDriven by client feedback and changing market dynamics, DynamoEnterpriseâ¢ 5.2 offers powerful features for leveraging connections, improving investor service and rapidly increasing productivity. More than ever, Netage is the platform of choice for leading alternative investment firms looking to gain an edge in todayâs competitive marketplace.â
DynamoEnterprise 5.2 offers the following features and benefits:
â¢ Outlook Integration Features â The process of storing emails as activities or documents in the system and then relating the resulting items to other Dynamo items has been simplified. Importing email attachments as attachments or as new documents within Dynamo has also been streamlined. These enhancements reduce the number of clicks required to associate emails and related information with investors, activities, and other discussions in Dynamo.
â¢ Reports â In addition to Crystal Reports, Dynamo now supports Microsoft SQL Server Reporting Services, a server-based reporting solution for creating, managing, and delivering Web-based reports. Reports can be scheduled to run at specific times and printed and emailed as PDFs. For example, managers can have their weekly deal pipeline run on Sunday night so that itâs available Monday morning for the partnersâ meeting.
â¢ Investor Account Enhancements â Dynamo provides better accommodation of financial data and performance, showing end-of-period account balances for funds and investors and how contributed capital has appreciated or depreciated over time. The system also allows visual comparison between account performance and one or more stock indices. This data â along with all client information and relationships â is provided on one screen, enabling users to quickly and accurately respond to information requests.
â¢ Mail Merge â When sending merged letters by email, Dynamo can automatically add personalized attachments to each letter (e.g. PDF copies of investor K-1s), substantially reducing administrative time. In addition, a new Capital Account Balance feature allows users to send personalized capital balances to each client.
â¢ Data Import and Export â Dynamo now comes with a built-in tool for importing data into the system, enabling firms to more easily leverage existing contacts and information. Also, Dynamo data can now be exported to Excel not only from a folder view, but from within any view in an open item.