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.

Investor Management Software for Prime Brokers

Effective capital introductions require strong relationships with investors, including institutions, family offices, advisors, and funds of funds.  Dynamo will help you build and maintain your network, and then leverage these connections to provide clients with effective and targeted introductions.

Shown here: a list of institutional investors grouped by category. Lists can be easily grouped, filtered, and sorted by any criteria.

Dynamo for Investor Management
Netage's cap intro CRM software can help you:

  • Manage investor relationships; track key contacts and investment preferences
  • Capture and categorize all activities, correspondence, and documents
  • Identify relevant managers instantly, based on investment preferences and other criteria
  • Schedule investor meetings and follow ups through Microsoft Outlook
  • Send and track introductions, so you can report to clients at quarter- or year-end