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InvestorDynamo for the marketing and IR team

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InvestorDynamo for the marketing and IR team

1. It’s easy. It’s in Outlook! Easy to learn, easy to use. Easy to get data in – emails, phone calls, names and phone numbers. Easy to get data out – views and reports. Everyone in the investor relations department can use it.

2. It’s built for the industry. It is not a generic CRM for the masses or one for the "financial Industry". That means that it is build for your firm, for your colleagues, your investors and prospects.

3. It's flexible. Want a new field? - You can add it by yourself. Want a report? - You can use the built-in reports or add new ones. Slice and dice data. Filter, sort and view the information the way you need it.

4. It helps you do your job better, faster. Automate the generation and tracking of personalized correspondence - marketing campaigns, investor reports and other mailings. Send them by email, paper, or fax.

5. It brings your investors closer. Use the personalized Mail Merge Wizard to create marketing campaigns and keep clients informed.

6. It keeps all data in one place. Centralize the storage of all investor and client data. Save time – no mere duplicates and digging through multiple Excel sheets or Outlook folders.

7. It works for you anywhere, any time. Work with it online or on the road. Access the data through your PDA.

8. It’s fast. With an SQL Server database and .NET architecture, InvestorDynamo is on a scalable and fast platform.

9. It's from a proven company. With over 8 years of experience serving the alternative investments industry, Netage backs each InvestorDynamo feature with the trust of our clients – over 100 companies just like yours.

   
   It's all in Outlook


   
   It's built for the
   industry