Dynamo™ is a Web-based relationship management platform that is uniquely suited to the prime brokerage capital introduction process.  Designed for the alterative assets industry, Dynamo can seamlessly track investors, managers, and funds, allowing your cap intro team to more easily identify and establish connections.  Powerful reporting capabilities provide management with insight into team activities, investment trends, and success metrics.  And because the CRM application is highly configurable, Dynamo can be tailored precisely to your existing workflow and terminology. 

It’s no wonder that leading prime brokerage firms rely on Dynamo to power their capital introduction process.

Manager Tracking Software for Prime Brokers

The alternative assets universe is vast and constantly changing.  With Dynamo, your cap intro team can more efficiently track thousands of managers and their underlying funds, improving your ability to synthesize information and make quality introductions.

Dynamo can track detailed information on managers and funds, allowing you to identify matches and make quality introductions.

Dynamo for Manager Tracking
Netage's cap intro CRM software can help you:

  • Capture key data points, such as strategy, investment minimum, fees, and performance
  • Centralize relevant documents, activities, and correspondence with managers
  • Track third party relationships (e.g. custodians, prime brokers, fund admins)
  • Generate fund profiles and other reports with one click, or schedule them for e-mail delivery
  • Streamline manager updates by allowing them to submit data directly via the secure Dynamo™ Fund Manager Portal