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.
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Soraban operates as an AI-enhanced administrative assistant specifically designed for accounting and tax firms, focusing on automating tasks such as client data collection, document retrieval, and workflow management through an intuitive, branded portal. By replacing tedious manual processes with adaptable, customizable questionnaires that can issue automatic reminders to clients through SMS, email, or voicemail, it effectively converts document uploads into PDFs while improving client communication with intelligent, context-sensitive prompts. This innovative tool integrates readily with existing accounting software, facilitating automatic data entry, applying e-signatures for IRS documentation, and managing the delivery of tax returns efficiently, all while significantly reducing the need for human intervention. By taking charge of repetitive administrative tasks, Soraban empowers professionals to focus on advisory roles, significantly enhancing overall efficiency, reducing errors, and enriching the client experience with seamless, mobile-friendly interactions. Furthermore, Soraban not only revolutionizes the operational landscape of accounting firms but also lays the groundwork for a more efficient and modern approach to client management in the future. This advancement demonstrates a pivotal shift in how technology can redefine traditional workflows and interactions within the financial sector.
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SavvyWise
SavvyWise is a sophisticated AI assistant tailored for accountants in the Australian public sector.
It streamlines the exploration of essential regulatory subjects, covering:
Federal Taxation: Income Tax, CGT, GST, FBT, and Superannuation.
State Taxes: Payroll Tax, Transfer Duty, and Land Tax.
Additional Compliance: Fair Work and Auditing Standards.
Going beyond a simple search engine, SavvyWise provides bespoke workflows intended for public practice, featuring a Remission Request Generator that simplifies complex administrative tasks.
Moreover, SavvyWise functions as a multipurpose AI assistant, supporting daily activities such as composing professional emails, generating ideas for meetings, and developing Excel formulas or macros, thus elevating accountants' productivity levels.
This combination of features allows SavvyWise to greatly improve both the efficiency and effectiveness of accountants in public practice, ultimately transforming their approach to daily operations.
By integrating advanced technology with practical applications, SavvyWise positions itself as an indispensable tool for modern accountants.
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Juno
Juno is a specialized AI assistant for tax professionals who want to work smarter, not harder. Designed by a CPA frustrated with traditional tax preparation, Juno was built to address the daily grind of document management, client questions, and advisory challenges. The platform combines three tailored modules—Preparer, Reviewer, and Advisor—that cover the full scope of accounting workflows. Preparer automatically enters client data, generates workpapers, and identifies errors across federal and state returns. Reviewer simulates the review process, spotting inconsistencies and presenting side-by-side comparisons for detailed accuracy checks. Advisor provides actionable insights, from projections to strategic planning scenarios, allowing firms to deliver value-added services in real time. Users consistently report saving at least two hours per day while improving accuracy and reducing stress during peak seasons. Trusted by hundreds of firms, Juno has become a go-to solution for accounting teams navigating heavy workloads. Testimonials from real CPAs describe how Juno enables them to take on more clients, improve service quality, and avoid burnout. Ultimately, Juno empowers accountants to reclaim their time, focus on higher-level work, and restore balance to their professional lives.
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