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Über Dynamo

Die cloudbasierte Investment-Managementsoftware für Hedgefonds und Hedge-Dachfonds bietet Front-to-Back-Office-Automatisierung.

Erfahre mehr über Dynamo

Vorteile:

The user experience is further improved by the user-friendly design and simple navigation.

Nachteile:

Our business model employs a significant number of transfers within and across entities. This has been my biggest pain point as the transfer process continues to change.

Bewertungen zu Dynamo

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4.3
Kundenservice
4.7
Funktionen
4.5
Preis-Leistungs-Verhältnis
4.6

Weiterempfehlungsquote

8.9/10

Dynamo hat eine Gesamtbewertung von 4.6 von 5 Sternen basierend auf 37 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (37)

Joseph
Joseph
Senior Engineer in Kenia
Verifizierter Nutzer auf LinkedIn
Tiefbau, 501–1’000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Agrxis Review on Dynamo

5.0 letztes Jahr

Kommentare: For me, using Dynamo to manage my finances and business operations has been a game-changer. The platform provides a full range of functions, including document management, contact management, investor reporting, client portal, real estate administration, lead management, investment tracking, and accounting, that are tailored to my particular needs. My process has been substantially improved and the need for additional systems has been removed thanks to the smooth connectivity between these components. I like the platform's user-friendly interface and simple navigation since they make it simple for me to get about and find the information I need. I was able to adapt Dynamo to my particular workflows and requirements because to the customization possibilities. I can now make data-driven decisions and learn a lot about my investments and business operations thanks to the powerful reporting and analytics features. Overall, Dynamo has exceeded my expectations and has given me the tools and functionality I need to successfully manage my investments.

Vorteile:

I'm excited to discuss my favorite aspects of Dynamo Software. Its broad and integrated nature is, in my opinion, its most notable aspect. I can access a variety of capabilities with Dynamo, including accounting, document management, contact management, investor reporting, client portal, real estate management, lead management, and real estate administration, all on a one platform. My efficiency has increased dramatically as a result of this centralized strategy, which does away with the necessity for many ad hoc systems or manual procedures. Everything being in one location makes it easy for me to switch between modules, have access to important data, and complete tasks. The user experience is further improved by the user-friendly design and simple navigation. Additionally, Dynamo's flexibility to modify and adapt the platform to my particular specifications has been priceless in enabling me to modify it to fit my particular processes and demands.

Nachteile:

Thus far, my experience with Dynamo has been very positive and I have not encountered any issues or concerns.

Lydia
Director, Investment Operations and Compliance in USA
Vermögensverwaltung, 201–500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Dynamo - it's more than just a CRM!

5.0 vor 4 Jahren

Kommentare: Our overall Dynamo experience has collaborative. We staged our implementation in phases starting with CRM first. We continue to deploy more & more features, explore modules and are constantly considering better ways to do our day to day tasks. Dynamo support has been good whether tackling our questions about best practices, helping to guide us on new features, provide training or answering our what if or how to questions. We have experienced good dialogue and partnership in addressing our concerns.

Vorteile:

We implemented Dynamo after years of our growing team being unable to 'find our stuff' on a network drive full of hundreds of folders that were poorly organized, named or maintained. Our team decided to start looking for a system to organize our data. That search started as a CRM system search and then evolved as we completed searches and demos to explore also portfolio management and reporting. Our reporting had solely been excel based and with significant history to store, we were tasking excel to serve essentially as a database. With each system/vendor we reviewed, the more capabilities we started to consider. Dynamo was appealing as it served to answer a number of challenges we were facing and because it was integrated, we weren't trying to fit a bunch of different systems/software together to make everything work nicely together.

Nachteile:

Initially the reporting was less robust. This has changed dramatically and the reporting and dashboards are robust and dynamic. The shift from Tableau reporting to Power BI has really improved the quality of reporting.

Thomas
Principal, Finance in USA
Vermögensverwaltung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Dynamo/Preqin Review

3.0 vor 4 Jahren

Kommentare: Customer support has been great. There is room to improve on ease of customization by the user, as well as, data upload alternatives to Excel. Customization on next iteration looks interesting .

Vorteile:

Centralized database. Designed to be the single source of truth on financials.

Nachteile:

Difficulty in making changes to the excel upload template (customer support needed). Limited UI flexibility. Excel input to database.

Beth
Director in USA
Vermögensverwaltung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Best LP Platform and Data Service Offering

5.0 vor 4 Jahren

Kommentare: We really enjoy working with the Dynamo team. The team is very forward thinking and service oriented. We have collaborated with Dynamo a lot to build new features and functionality with the system. The team always communicates deadlines and assists in any way possible with implementation.

Vorteile:

Dynamo Software is a one stop solution for LPs. It has a great CRM platform as well as a fantastic portfolio management solution. You don't need to worry about connecting two systems together.

Nachteile:

Dynamo did not have a connector to administrators such as State Street. However, we worked with Dynamo to build a file transfer and now cash transactions and reconciliations with our administrator are automated.

Jennifer
Senior Investment Operations in USA
Finanzdienstleistungen, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Product review

4.0 vor 4 Jahren

Kommentare: Our experience with Dynamo has been exceptional. [SENSITIVE CONTENT HIDDEN] did a great job onboarding us and building some finds or reports on his own. The continued support has also been exceptional. It is nice to know that if we need help there is a team at Dynamo to continue with the help and support we need.

Vorteile:

There are several easy ways to get data in. Manual entry is easy and not time consuming. I love the many different ways data can be loaded into the database.

Nachteile:

We are a firm that has clients with a lot of Transfers of Interest. This and the commitment/ownership are my biggest issues with the software. I would also say while it is my least favorite it is still way easier than our old system.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Vermögensverwaltung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

I would be a big fan if it would just work faster.

4.0 vor 6 Jahren

Vorteile:

Love all the tagging that is possible and the integration with Outlook. Love the signature parsing functionality.

Nachteile:

Often very slow, which is frustrating in a fast-paced industry. Long lags. Seems like something that could be fixed by the company.

Antwort von Dynamo Software

vor 6 Jahren

We love to hear about clients benefitting from our seamless outlook integration and ability to create contacts with ease! We are sorry you have been experiencing speed issues, this is not usually a case reported by our clients. There are a number of things that can cause speed issues. The best way to solve this is to reach out to your Client Service Representative to explore this issue further.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

A major upgrade for us so hard to find much fault.

5.0 vor 6 Jahren

Vorteile:

Fairly user-friendly. More functionality that I will ever need but nice to know it's there! Customer support and follow-up is amazing.

Nachteile:

Could be a little more intuitive to find particular things. Or a way to get quick answers. Most importantly, I wish it could go back and capture historically through Outlook emails like competitors can!

Antwort von Dynamo Software

vor 6 Jahren

Thanks for the awesome review! We strive to ensure our Client Service team is available to readily help with any questions. Our team is always working to improve our training camp materials and add easily accessible assistance within Clienteer. We can in fact capture historical emails from Outlook using our historical automated e-mail filing process. Please reach out to your Client Service Representative for more details on this.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Gastgewerbe, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

I've used Clienteer for several years, and am always pleased at the customization thats available.

5.0 vor 6 Jahren

Vorteile:

It's always evolving based on client feedback, which is great! We set our version up to match our exact needs and it's been very helpful.

Nachteile:

How clicking something opens a new tab each time, resulting in LOTS of open tabs! Maybe a choice of opening a new tab or replacing the current one would be helpful.

Antwort von Dynamo Software

vor 6 Jahren

We definitely understand with an ever-changing world how important the ability to customize on the fly can be! We love getting suggestions from our clients as it helps us to build industry best practices into our software. We recognize the challenges of having too many tabs open which is why if you right click on an existing tab you can close all open tabs but the one you are currently on. If you reach out to the Client Service team, we would be happy to show you how it works!

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 1’001–5’000 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Must-Have Software for Hedge Funds

5.0 vor 5 Jahren

Vorteile:

Customer Service team is very responsive to any requests or questions we've had when using. Love the ability to have our LP and investor information all centralized in one location across the firm. In a fast-paced industry, we can often lose track of critical information that is the difference in an investment--Clienteer solves that issue for us.

Nachteile:

As with most software, takes a short while to get used to. Also occasionally have speed issues, but would think that this occurs more so on our company's end.

Mehran
BIM Specialist in Kanada
Bau, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Dynamo - Still a Good Tool to Pick

5.0 vor 2 Wochen Neu

Vorteile:

Automatisation, Time saved doing redundant tasks

Nachteile:

Learning period/curve, time needed to create a script

Christie
Director, Investor Relations and Marketing in USA
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

I used Dynamo at a previous employer and liked it so much I implemented it at GMF.

5.0 vor 6 Jahren

Vorteile:

I have used a few CRMs throughout my career and Dynamo is the most user friendly and easily customizable of the lot. Being able to create fields and views without having to submit service tickets is immensely valuable in a rapidly growing business. I have been able to build our Dynamo tenant to most accurately reflect our unique business model instead of shoehorning into a preset box.

Nachteile:

Our business model employs a significant number of transfers within and across entities. This has been my biggest pain point as the transfer process continues to change. I would love to have a process by which we could transfer from Investor Account A in Fund X to Investor Account B in Fund Y in a single step.

Scott
CTO in USA
Finanzdienstleistungen, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Web Vision review

4.0 vor 6 Jahren

Kommentare: Seven Bridges has used the WebVision platoform for 5+ years and has always had a positive experience. Customer rep. is our main point of contact has always been extremely helpful.

Vorteile:

Provides Seven Bridges client easy access to documents we share with them, plus the dynamic aspects of our website allows them to see their asset allocation summary and details. Additionally the Admin functions and MFA are very useful as an adminstrator of the platform.

Nachteile:

As discussed with Erol Dusi it would be beneficial if the portal allowed our internal Web Services to be called from the Web Vision portal and rendered through JavaScript/HTML5 in some generic manner. Also easier use on mobile devices would be extremely helpful.

Dominique
Head of Capital Partnerships in USA
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Clienteer is a great CRM solution for a young and growing business.

4.0 vor 6 Jahren

Vorteile:

The small company feel makes everything feel customized, from the software to the client service. It's nice to be included in the dialogue with regards to future software updates.

Nachteile:

Wish it could be slightly more straightforward to use. But that comes with use, and of course they have so many features so that comes with time and usage.

Antwort von Dynamo Software

vor 6 Jahren

Dominique, it has been a pleasure working with you all these years. We love our small company feel and the ability to build strong relationships with our clients. We know Clienteer's rich functionality can sometimes be overwhelming but hopefully all the training we offer including Webinars, Group sessions, One-on-one sessions and our Training Camp helps you take full advantage of the software.

John
Director, Investment Operations and Risk Management in USA
Finanzdienstleistungen, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Dynamo review

5.0 vor 3 Jahren

Kommentare: Dynamo serves our purposes well

Vorteile:

Relational database Document management The product is fairly easy to use and intuitive Dynamo integrates with Microsoft products fairly well

Nachteile:

The interface could be more visually appealing Administration is not always intuitive

Linda
Administrative Associate in USA
Non-Profit-Organisation Management, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Dynamo Feedback

5.0 vor 3 Jahren

Kommentare: We have been using Dynamo for the second time, second organization for over 10 years. I feel all employees at Dynamo are very versed in the platform, knowledgeable and are at your reach at any time.

Vorteile:

Dynamo is an easy platform to learn and implement to others. I like that there are always positive changes to the system which makes the system more user friendly. Gives it a more cleaner and fresher look.

Nachteile:

Integration was absolutely painless. The support system Dynamo offers is amazing, very helpful, fast in responding back and resolving all issues.

Cameron
Investor Relations in USA
Vermögensverwaltung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Excellent investor relationship management tool for our small business.

5.0 vor 6 Jahren

Kommentare: Quickly being able to look up information on specific investors without having to go to multiple spreadsheets, etc. Having CRM functionality to capture all correspondence and ease of reporting. Would highly recommend.

Vorteile:

Having all of our investor data and correspondence in one place has been a game-changer for us. Previously, we were using multiple spreadsheets and regular email to manage our investor relationships. Knowing all information and contact with investor is in one place allows me to sleep at night. Also, love the reporting and group email features.

Nachteile:

There is so much functionality to this software, it's taking me a while to get my head around and understand all it can do.

Eric
Senior Associate in USA
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Easy to use with a great staff that is understanding of individual needs

4.0 vor 6 Jahren

Vorteile:

Easy customization of reporting, fields and screens . Smaller company that is more flexible than larger firms.

Nachteile:

Unable to handle FX accounts, certain fields are specific to screens and cannot carry over to other screens.

Antwort von Dynamo Software

vor 6 Jahren

Eric, we love getting to know each of our clients and working closely with them to build one-click custom reports that increase productivity. We continue to release improvements to our software based on clients¿ suggestions and are confident you will be uploading FX accounts in no time!

Patricia
IR in USA
Finanzdienstleistungen, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great Experience

5.0 vor 6 Jahren

Kommentare: For the last several years, we have used them and have been quite pleased.

Vorteile:

The software is easy to use but if there is ever an issue, the customer service is very good. They respond right away and are always willing to do a screen share so they can experience what the user is experiencing.

Nachteile:

There is nothing that stands out that is unsatisfactory regarding WebVision. Maybe updating us when a new version is available?

Jason
Office Manager in USA
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Support is amazing. Any question I have is always responded to in a timely manner

5.0 vor 6 Jahren

Vorteile:

tracking capability is the best feature, as it allows us to utilize the metrics for marketing messages

Nachteile:

not as user friendly as I would like. The platform seems to have buttons and features, although they are not usable and apparently part of the "old" system

Antwort von Dynamo Software

vor 6 Jahren

Thanks Josh for the positive feedback! Our client support team prides itself on their rapid response times and being available when our clients need them the most. We understand that Clienteer¿s robust functionality can be a bit overwhelming at times and we hope our Webinars, Group sessions, One-on-one sessions and training guides help get our users up-to-speed and abreast of any new features.

Allannah
Head of Operations, Compliance & IR in Kaimaninseln
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great features

5.0 vor 4 Jahren

Kommentare: Managing investors - both existing and prospective.

Vorteile:

Clienteer is easy to navigate and has great capabilities. It has been very useful in managing investors.

Nachteile:

Being based in the Cayman Islands and South Africa, the speed is slow despite internet speed being fast.

Kristan
Architect Assistant in UK
Architektur & Planung, 1’001–5’000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Dynamo is a powerful tool

5.0 letztes Jahr

Kommentare: Overall, Dynamo is a powerful tool that can be used for a variety of purposes.

Vorteile:

This tool can be used for a variety of things. It provides a variety of features that can help you store, track and organise your data. It allows for features that help for collaboration with others.

Nachteile:

Dynamo can be expensive, difficult to use and not as well known as other databases.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Verteidigung & Raumfahrt, 10’000+ Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great Financial Tracking Software for Investor Relations

5.0 vor 6 Jahren

Vorteile:

I use Clienteer because this establishes my relationship with my clients. The software has a great platform designed for people like me and others who work in hedge funds & banking institutions who need help in dealing with investor relations and other related finance administration. This software lets me view my client’s portfolios and track our developments.

Nachteile:

This has happened to me a couple of times that the software lags and I’ve had to restart my computer each time. It worked fine after that and didn’t encounter this problem anymore.

Allannah
Head of Operations in Kaimaninseln
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great service provider providing enhanced ability

5.0 vor 6 Jahren

Vorteile:

Easy to use and build out with a great team who are willing to go above and beyond.

Nachteile:

I dont have any complaints. It is user friendly and the use can be self sufficient in doing Webvision updates.

Mac
Analyst in USA
Vermögensverwaltung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Review

5.0 vor 4 Jahren

Vorteile:

The team was already using Dynamo when I came on. I find it easy to use. I can easily organize all fund and manager information into one place so I can easily find it.

Nachteile:

It's small, but when I search for things, it always takes a few seconds to load the drop-down menu to select what I'm looking for. The AI add-in is frustrating because it will auto-relate entities that are not related to the activity I'm saving. For example, if the notes in the body of an activity mention something generic like a Bloomberg Barclays Index, it will auto-relate every contact in the system from both Bloomberg and Barclays even though the notes are not about either Bloomberg or Barclays.

Dane
Analyst in USA
Non-Profit-Organisation Management, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Dynamo Review 5/14/20

4.0 vor 4 Jahren

Vorteile:

Ease of use; ability to customize; dedicated client specialist

Nachteile:

Compatibility of add-ins has been an issue in the past