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.

Hedge Fund Management Software

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

Examples of Dynamo reports that can help partners and firm principals more easily monitor their firm's activity, pipeline, and investor base.

Dynamo™ for Partners & Firm Principals
Netage’s hedge fund CRM software can help you:

  • Obtain a 360-degree view of your firm’s activities with built-in dashboards and reports
  • Monitor expected inflows and outflows, as well as ERISA thresholds
  • Identify your largest investors, and which resources are assigned to these accounts
  • Determine the next logical product(s) for investors based on their investment history
  • Support compliance by tracking changes (e.g. when records were edited and by whom)
  • Access info from the road via BlackBerry® or PDA; add activities and send e-mails
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.