Dynamo™ Institutional Investor Edition is the leading investment research management, due diligence and performance tracking software for pension funds, endowments, foundations, family offices, and other institutional investors.  Out of the box, Dynamo delivers industry-specific capabilities for managing complex alternative investment programs.  And the software is backed by excellent client service and deep industry knowledge.  

Delivered over the Web via Software-as-a-Service (SaaS), Dynamo is deployed quickly, maintained easily, and accessible anywhere, including your iPhone® and BlackBerry® device.  Moreover, this software for institutional investors integrates seamlessly with Outlook®, and is highly configurable to your workflow.  The result – a solution you will find intuitive and easy to use from the start.

Investment Research Management for Institutional Investors

Dynamo provides institutional investors with powerful investment research management capabilities. The product streamlines the storage, classification, and retrieval of all documents, reports, news, and other materials that institutional investor research teams are bombarded with on a daily basis.  Tight integration with Outlook® and Microsoft Office enables users to quickly capture incoming research and reports.  Dynamo also allows embedding of external websites, such as news, research sources, and even fund manager portals, so data is readily accessible.

A sample list organized by the company to which each document is related. Dynamo allows you to link investment research by any number of entities (companies, funds, securities, etc.).

Dynamo™ for Research Management Professionals
Netage's research management software can help you:

  • Easily store incoming research, reports, news, and other qualitative data
  • Upload content from Outlook® or other MS Office programs with add-on toolbars
  • Automatically link any file or activity note to relevant entities (companies, funds, etc.)
  • Search by flexible criteria to quickly locate relevant research or reports
  • Access network drives with documents and reports not on the system
  • Post research offline while traveling and not being connected to the internet
  • Tag research with personal categories only visible to you
  • Access external websites from inside Dynamo and pass Dynamo parameters to them
If you came looking for FundDynamo™, Netage’s manager due diligence and performance tracking software for institutional investors, you are in the right place.  FundDynamo is now Dynamo Institutional Investor Edition.