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Our Clients

The vendor of choice for more than 300 of the world's
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Dynamo™ provided virtually everything we needed out of the box...we were up and running quickly. Selinus Capital
The bespoken solutions that we were looking at would be customized to maintain research and deal opportunities, but Dynamo™ was the only product we saw that had the functionality already established. Holland Private Equity
Dynamo™ is a mainstay for our communications, investment research, and due diligence operations. University of Oregon
Dynamo™ offered configurability over customizability, and we didn’t want to get bogged down in implementation due to customization. Fort Washington Capital Partners
While it was apparent that Netage had the industry-specific technology, they also spoke our language and understood our needs - it made the evaluation and decision process remarkably easy. PTMR Advisors
Netage was very industry-savvy, and had a refreshingly clear understanding of our market and our needs. To top it off, Dynamo provided all of the functionality we needed out of the box. Goodman Real Estate
Dynamo™ Real Estate Edition saves me a lot of time, which is all important.... We were able to send our last capital call out in record speed. The Reliant Group
The configurability of Dynamo™ offers an evolving and adaptable solution for us. We've only been impressed with how easily we've molded the software to our preferences. Shamrock Capital
Our investor reporting process has been streamlined tremendously. On top of the time savings, we are saving thousands of dollars annually in printing and postage costs. Rockpoint Group

Upcoming Events

2014 FOX Fall Forum, 25th Anniversary

When: October 28-30
Where: Palmer House Hilton, Chicago, IL

Opal Foundations and Endowments

When: November 17-19, 2014
Where: Boston Marriott Long Wharf, Boston, MA

3rd Annual InvestorOps

When: Monday, June 16
Where: NY, New York
Contact: 941.951.7885

Corporate Blog

The Necessity of Industry-Specific Configurability for Multi-Family Offices

by on Monday, January 26, 2015 in Family Offices, Limited Partnerships

Understanding the difference between “customization” and “configuration” is essential when selecting an asset management solution. “Customized” software is hard-coded, and requires vendors to create additional coding to create unique functionality. This new code can prove to be incompatible with future updates, forcing you to adapt to the update by undergoing a time-consuming, costly process to... More

Netage Shortlisted for Best CRM System in the 2015 Family Wealth Report Awards

by on Monday, December 29, 2014 in Awards, Company News

WATERTOWN, MA – Netage Solutions, a premier provider of configurable CRM software for family offices and limited partnership investors, has been named as a finalist for “Best CRM System” in the 2015 Family Wealth Report Awards. Showcasing “best of breed” providers in the global private banking, wealth management and trusted advisor communities, the awards were... More

Netage Dynamo v6.11 Release Focuses on Portfolio Management Automation

by on Wednesday, December 17, 2014 in Company News, Product Releases

Latest Update Expands Tranparency Tools for Limited Partnerships WATERTOWN, MA – Netage Solutions, Inc., the premier provider of front and middle-office relationship management software for alternative asset investment firms since 1998, today announced the release of Dynamo™ v6.11, an update to the award-winning Dynamo™ platform. Newly enhanced and added features designed to optimize portfolio tracking... More

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