Dynamo Software Reviews & Ratings

Dynamo Software

4.3 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 3 Ratings

Total 4.5 out of 5 stars
ease 4 out of 5 stars
features 4.5 out of 5 stars
design 3.5 out of 5 stars
support 4.5 out of 5 stars

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What is Sentry PM?

As the private debt and direct lending industries continue to expand, numerous fund managers are discovering a lack of adequate infrastructure and processes to support effective scaling. With increasing demands for transparency and the scrutiny of operations, both regulators and investors are now looking for lenders to demonstrate strong controls and dependable procedures. The reliance on spreadsheets and antiquated systems for managing loans is now a thing of the past; Sentry PM offers a fast, flexible, and cutting-edge web platform that ensures seamless integration across front, middle, and back-office functions. This contemporary solution not only optimizes operations but also boosts overall efficiency for fund managers, who are navigating a more competitive environment. In embracing this innovative approach, fund managers can position themselves for greater success in the evolving market landscape.

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

Media

Integrations Supported

Integrations Supported

Azure SQL Database
Bing
Box
CB D365 SharePoint Permission Replicator
Citcon
Dakota Marketplace
Dropbox
FactSet
Front Office Solutions
MSCI Real Estate Enterprise Analytics
Microsoft 365
Microsoft Outlook
Open:FactSet Marketplace
PitchBook
Plaid
Preqin
ProFundCom
SS&C Intralinks VIA Elite
Snowflake
Tracxn

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Contact Dynamo directly for pricing

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone

Customer Service / Support

Standard Support
Web-Based Support

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

ClearStructure Financial Technology

Date Founded

1999

Company Location

United States

Company Website

www.broadridge.com/resource/sentry-pm-portfolio-management-for-private-markets

Company Facts

Organization Name

Dynamo Software

Date Founded

1998

Company Location

United States

Company Website

www.dynamosoftware.com

Categories and Features

Hedge Fund

Compliance Management
Investor Accounting
Investor Reporting
P&L Calculation
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
Risk Management

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

Research Management

Not specified

Virtual Data Room

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Role-Based Permissions
Secure Preview

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