In the wake of the global financial crisis, investors and limited partners (LPs) are calling for greater transparency and more frequent reporting from alternative asset managers.  Firms without an adequate investor reporting system have found themselves in a difficult position: either meet these demands and watch operating costs skyrocket, or refuse to accommodate and risk damaging their reputation or worse, losing investors.

With Dynamo™ Online Reporting, you can provide the increased transparency your investors or LPs require, while saving time and money in the process.  The online reporting system allows investors to access detailed fund and account information – from documents to dynamic financial data – via a branded LP portal.  Robust security capabilities restrict access to proprietary information.  Best of all, seamless integration with the Dynamo™ CRM application streamlines investor reporting and fundraising processes, while eliminating the complexity of maintaining separate systems.

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