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What is EQS Insider Manager?

Discover a holistic cloud solution customized to meet your Compliance and Investor Relations needs. Our state-of-the-art software platform not only digitizes but also optimizes your Compliance and Investor Relations workflows, facilitating streamlined management of compliance activities and centralized data storage. Prioritizing security and efficiency, we enhance your Investor Relations capabilities with sophisticated IR tools that boost the effectiveness of your everyday operations. Tailored specifically for compliance managers, our innovative suite ensures robust support for your compliance initiatives. The Compliance COCKPIT brings all your compliance tools together in one accessible space, integrating crucial workflows within a unified platform. You can choose to deploy our powerful modules either independently or in combination, depending on your particular requirements. Furthermore, our progressive digital solutions are designed to support investor relations managers, amplifying the effectiveness of your IR efforts. By transitioning both compliance and investor relations into a digital format, we enable you to excel in your daily tasks while adapting to the dynamic demands of your sector. This comprehensive approach not only enhances productivity but also positions you for future success in a rapidly evolving landscape.

What is Dynamo Software?

Dynamo unites the essential components necessary for effective alternative investment management into a single, adaptable platform. Our various modules seamlessly collaborate on a unified technology stack, creating one centralized and automated solution tailored for private equity, venture capital, real estate investments, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. By automating tedious and manual tasks with customizable dashboards, workflows, and reporting tools, Dynamo alleviates operational burdens, allowing your team to concentrate on the insights and personal interactions that drive your firm's success. Furthermore, with a dedicated Client Services and Support team that has extensive experience, Dynamo is committed to ensuring that you achieve sustained excellence as you tailor the platform to fit your specific business requirements effectively. This commitment to client success is an integral aspect of what makes Dynamo stand out in the investment management industry.

Media

Media

Integrations Supported

BlueFlame AI
Box
Causal
Docusign
Dropbox
Kixie PowerCall & SMS
Microsoft 365
Microsoft Outlook
Revit MEP
SourceScrub
StackState
purpose.jobs

Integrations Supported

BlueFlame AI
Box
Causal
Docusign
Dropbox
Kixie PowerCall & SMS
Microsoft 365
Microsoft Outlook
Revit MEP
SourceScrub
StackState
purpose.jobs

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

EQS Group

Date Founded

2000

Company Location

Germany

Company Website

www.eqs.com

Company Facts

Organization Name

Dynamo Software

Date Founded

1998

Company Location

United States

Company Website

www.dynamosoftware.com

Categories and Features

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Risk Management

Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
Exceptions Management
IT Risk Management
Internal Controls Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputation Risk Management
Response Management
Risk Assessment

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

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