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.

Portfolio Management Software for Institutional Investors

Dynamo™ Institutional Investor Edition is an industry-specific solution with rich capabilities for portfolio management. Unlike other systems, Dynamo™ can track your detailed portfolio data across all asset classes, from top-level investing entities, such as accounts and pools, all the way to underlying assets like deals, real assets, and securities. Developed with an open architecture, Dynamo™ can easily import your data from external sources or integrate with your existing infrastructure.

A fund portfolio management view showing historical ownership, cash flows, and NAVs.

Dynamo™ for Portfolio Management Professionals

Netage's portfolio management software can:
•    Track your investment data points (e.g. cash flows, NAVs, commitments)
•    Store portfolio data on any asset class (absolute return, private equity, real estate, equity, fixed income, direct investments, etc.)
•    Use built-in calculation formulas for key industry metrics
•    Capture capitalization tables
•    Drill down into portfolio-level financials to locate revenues, EBTIDA, debt, and other metrics
•    Define the effect of transactions on your cash flow, NAV, commitments, contributions, fees, and more
•    Model the ownership of each asset
•    Automate data collection from external sources like fund managers, custodians, administrators, industry benchmark providers, and other parties
•    Import data from multiple formats including Excel, XML, or relational databases
•    Generate portfolio reports about exposure, performance, liquidity, and much more
•    Integrate with third-party systems, such as risk management, general ledger, and other relevant applications

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.