Alternative Investment Awards 2016

www.wealthandfinance-intl.com 53 Software Company: Dynamo Software Website: www.dynamosoftware.com AI16082 Dynamo Dynamo Software provides configurable, industry-specific, asset management software solutions for alternative investment firms and investors. We profile the firm and explore the innovative solutions it provides The Dynamo™ platform offers features for investment research man- agement, targeted marketing, deal and acquisition management, fund manager due diligence, portfolio management and analysis, investor relations and reporting, and integration with premier back-office sys- tems. Dynamo™ is currently entrusted by over 350 general and limited partnerships worldwide, including funds of funds, endowments and foundations, family offices, and alternative asset fund managers. The financial technology market for alternative investments has been defined by mergers and acquisitions in recent years. As more ven- dors are absorbed into larger entities, the acquired systems receive dwindling product development and service support. Dynamo Software has been privately and independently owned since 1998, and it has or- ganically achieved consistent growth milestones and regular profitability. Committing to wholly organic growth has enabled Dynamo Software to maintain a product-oriented and customer-centric mission throughout the company’s history. Dynamo Software has remained at the forefront of the rapidly evolving alternative investment industry through a company culture that prioritiz- es active engagement with clients. The company regularly hosts client roundtables in the United States and Europe to learn how Dynamo™ can best address the latest challenges and issues impacting alterna- tive investment firms. Clients are frequently surveyed regarding their implementation experience and usages of the platform, and feedback is delivered companywide. The firm’s dedication to active partnership with clients has resulted in new client service and support milestones in the past year. The com- pany achieved 97% client satisfaction with the implementation of the Dynamo™ product suite in the most recent annual client survey, and over 97% also agreed that they would provide enthusiastic referrals for the company. An internal review of 2015 support tickets revealed that Dynamo Software’s client base reporting an aggregate 99% satisfaction rating with the resolution of support requests. The Dynamo™ platform’s open architecture also enables Dynamo Software to stay ahead of emerging developments in alternative invest- ments, and better support clients. Dynamo’s™ presentation and func- tionality can be configured specifically for a client’s unique operational needs and priorities. Client configurations are retained when regular product updates and new feature sets are released, ensuring a painless transition to the latest version of the platform. Dynamo Software is prioritizing a comprehensive front-end update to the Dynamo platform in 2016. The major changes include a modern- ized user interface that aligns with the presentation of premier business software, and streamlined navigation that reduces the activity needed to access and manipulate key data. Users adopting the newest Dynamo edition will also benefit from Global Search which enables users to find key terms in uploaded documents and correspondence, hierarchical lookups, conditional formatting, intelligent dynamic accounting, and enhanced ad hoc reporting. Best Asset Management & Reporting Software Company & Best FoF Software Platform: Dynamo™ Fund of Funds Edition

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