Dynamo Software
4.3 out of 5 starsRatings and Reviews 0 Ratings
Ratings and Reviews 3 Ratings
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ISOhub is a powerful, all-in-one CRM platform tailored for independent sales organizations and merchant service agents. Unlike generic CRMs, ISOhub is purpose-built for the payment processing industry, addressing the unique challenges of merchant onboarding, residual management, and agent performance tracking. Its intuitive dashboard consolidates critical data, enabling ISOs to monitor merchant growth, processing activity, attrition, and revenue streams in real time. Agent management tools let leaders set buy rates, track quotas, and run bonus programs while automating residual commissions for accuracy and transparency. Residual import and mapping features make handling complex commission structures effortless, saving hours of manual calculations each month. ISOhub also includes support ticketing and communication features, ensuring smooth merchant and agent support from onboarding to ongoing service. With historical transaction tracking, ISOs can analyze trends and identify new opportunities for growth. The platform integrates seamlessly into daily workflows, providing agents with pricing tools, residual visibility, and self-service onboarding capabilities. Trusted by ISOs across the country, ISOhub is proven to scale operations, increase efficiency, and provide actionable insights for business growth. More than just software, it’s a strategic partner designed to transform how ISOs manage their merchants and sales teams.
What is Dynamo Software?
Dynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators.
By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success.
Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.
Media
No images available
Integrations Supported
Azure SQL Database
Bing
Box
CB D365 SharePoint Permission Replicator
Citcon
Crunchbase
Docusign
FactSet
Front Office Solutions
Highcharts
API Availability
API Availability
Has API
Pricing Information
Pricing not provided
Free Version
Pricing Information
Contact Dynamo directly for pricing
Supported Platforms
SaaS
Supported Platforms
SaaS
Android
iPhone
Customer Service / Support
Not specified
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Not specified
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Impact Techlab
Date Founded
2014
Company Location
United States
Company Website
theisohub.com
Company Facts
Organization Name
Dynamo Software
Date Founded
1998
Company Location
United States
Company Website
www.dynamosoftware.com
Categories and Features
Financial CRM
Not specified
Merchant Management
Not specified
Categories and Features
Data Extraction
Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction
Deal Sourcing
Not specified
ESG Reporting
Not specified
Financial Analytics
Not specified
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Financial Risk Management
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
Financial Services
Analytics
Compliance Management
Performance Management
Risk Management
Fund Accounting
Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
General Ledger
Partnership Accounting
Purchasing & Receiving
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
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
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
Investor CRM
Investor Transactions / Valuations
M&A
Not specified
Private Equity
Not specified
Real Estate Investment Management
Not specified
Research Management
Not specified
Venture Capital Management
Not specified
Virtual Data Room
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Role-Based Permissions
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