Dynamo™ Online Reporting is an online LP reporting system for alternative investment firms.  With the push of a button, you can post fund and account information to a secure, branded portal that investors can conveniently access around-the-clock.

Whether your business need is investor reporting or fundraising, Dynamo™ Online Reporting can help you save time and reduce overhead by streamlining tedious, administrative processes.  By replacing costly mailings with a secure investor portal, you can save thousands of dollars each quarter.  And your staff will be freed up to focus on value-added activities—not printing, collating, and stuffing envelopes.

Secure Web Portals for Investor Reporting

Dynamo™ Online Reporting is an online investor reporting solution that enables you to:
  • Provide LPs with 24/7 access to reports and information via your a secure, branded portal
  • Increase productivity by automating report generation and distribution
  • Upload batches of documents (e.g. K-1s), and dynamically post files to the right accounts
  • Build an online repository of historical information, and respond to ad hoc requests by directing investors to the portal
  • Keep records up-to-date by allowing investors to submit changes of contact information
  • Safeguard proprietary information by password-protecting and watermarking downloaded PDFs

 

Additional Resources:

Client Testimonial:

“...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.  Within a year, Dynamo™ Online Reporting paid for itself.”

Darrel Greer, IT Director
Rockpoint Group, LLC