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Netage Solutions launches new version of Dynamo CRM and integrated Investor Portal

Netage Solutions has introduced several new features in the v6.7 release of the firm’s alternative assets Dynamo CRM and integrated Investor Portal, currently employed by over 250 alternative asset fund managers and limited partners with over USD450bn in assets under management.

 
The Dynamo enhancements targeted automating investor relation teams’ operations to further increase investor transparency, and improve the workflow of deal management and accounting teams through core logic engine additions.
 
Included in the Dynamo v6.7 release, new options for enabling investors to upload documents to the portal for general partner review and retention were disclosed in an emphasis to expedite the limited partner and general partner communication process through automation, answering expanding industry reporting demands of limited partners. Other new features include highly visible custom HTML-based links for inter-site navigation, a multiple document download option, permission-based Excel download, and enhanced end-user security options for blind password changes.
 
“As we see the industry continuously requiring limited partners’ access to reporting beyond the general quarterly statements, we’ve proactively enabled instantaneous reporting via our web portal, requiring substantially less time of investor relations professionals,” says Krassen Draganov, chief executive of Netage Solutions. “The features that we’ve included, and those which we continue to develop, are targeted to improve relationships with limited partners, but not at the added expense of a general partner’s investor relations team’s time."
 
With prior product launches of Windows 8 and Microsoft Office of 2013 in Q4 2012 and Q1 2013 respectively, Netage announced several updates to the Dynamo platform and plug-ins, including the continued support for the full 2013 Microsoft Office product suite.
 
“As our clients continue to update their technology stack, we’ve answered with expanded support for their preferred devices and tools,” says Steve Tobio, director of product development. “Dynamo clients can rest comfortably knowing that our innovation rate will stay current with the regular advances of the high tech sector, and the technologies familiar to them will continue to be tightly integrated with Dynamo.”
 
The surge in institutional investors centralising their operations on Dynamo has been supported by the expanded reporting and analysis capabilities of the DynamoAnalytics module. Institutional investors that leverage the advanced analytics engine will benefit from improved liquidity analysis, performance, and risk metric calculations based on their financial data.
 
“Parallel to the adoption of the Dynamo platform by limited partners, we’ve been able to assemble a responsive user-base that has helped us hone in on the analytical needs of institutional investors,” says Momchil Mitov, director of institutional sales. “The prior release of DynamoAnalytics had a robust set of analytical capabilities, and in the 6.7 release we’ve bundled a number of additional features to expand the module’s capacity for ad-hoc report building.”
 
Within the Dynamo v6.7 release, features to support the Foreign Account Tax Compliance Act (FATCA) regulations are now available to Dynamo users. Newly bundled dashboards allow fund managers to easily store key data points and properly classify investors in a simple way. In addition, Dynamo can generate procedures for best practice workflows and provide logical reporting for full transparency.

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