Dynamo™ Hedge Fund Edition is the leading hedge fund CRM software.  Out of the box, Dynamo™ delivers industry-specific capabilities for managing marketing, investor relations, and reporting.  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 and maintained easily, regardless of whether your IT is in-house or outsourced.  Moreover, this hedge fund CRM software seamlessly integrates with Outlook, and is highly configurable to your workflow.  The result – a solution you will find intuitive and easy to use.

Investor Relationship Management Software for Hedge Funds

Dynamo™ Hedge Fund Edition is vertical CRM software with rich capabilities for investor relationship management.  Tightly integrated with Outlook®, Dynamo™ allows you to work in a familiar interface, and quickly capture and send correspondence.  And with mobile access via BlackBerry®, this hedge fund CRM software provides a seamless experience regardless of whether you’re in the office, at home, or on the road.

The Dynamo Mail Merge Wizard showing how mailing roles enable users to instantly generate distribution lists for mailings and other investor communications.

Dynamo™ for Investor Relations Professionals
Netage’s hedge fund CRM software can help you:

  • Centralize investor data, including key contacts, roles, and correspondence history
  • Track investor transactions, including subscriptions, redemptions, and transfers
  • Generate automated statements, performance estimates, and investor letters
  • Focus on high-value activities; avoid long hours when correspondence is due
  • Identify marquis clients and consultants with tools to tier investors and rollup accounts
  • Prevent activities from falling through the cracks with flags and follow-up reminders
  • Run reports (e.g. investor profile, redemption schedule, etc.) with the push of a button
With Netage’s online investor reporting solution, Dynamo™ Online Reporting, you can instantly post documents and reports to a branded investor portal that clients and their interested parties can securely access around-the-clock.
If you came looking for InvestorDynamo™, Netage’s hedge fund CRM and investor relationship management software, you are in the right place.  InvestorDynamo™ is now Dynamo™ Hedge Fund Edition.
 

Additional Resources:

Dynamo Hedge Fund Edition Brochure
What's New in Dynamo 6