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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Enjoy a remarkable 90% discount for a duration of six months on Xero's acclaimed accounting and online bookkeeping platform. Known for its elegant simplicity, Xero provides a diverse array of features that enable businesses to handle their financials with ease, including invoicing, inventory oversight, bank integrations, payroll management, detailed reporting, and app connectivity for a unified experience. Whether a small startup or a large enterprise, Xero has tailored plans that accommodate businesses of any scale, ensuring ample opportunities for expansion.
With a robust ecosystem of interconnected applications and links to financial institutions, Xero empowers small businesses to access numerous tools within its versatile platform, promoting efficient operation and financial management. Additionally, for accounting and bookkeeping firms, Xero delivers robust compliance functionalities, innovative practice management solutions, and a centralized cloud-based accounting ledger that provides a comprehensive view of all clients in one accessible location.
Xero enhances efficiency by automating data entry through direct integration with banks, invoicing software, point-of-sale systems, and other sources. This secure connection to business bank accounts eliminates the need for manual data entry, and the intelligent bank reconciliation feature adapts to user preferences, further optimizing the reconciliation process while saving time. Ultimately, Xero provides a seamless experience that is both user-friendly and highly effective for financial management.
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Fundy
Fundy is a web-based platform designed to streamline property and private equity fund management. Developed by Exquance Software, Fundy offers an all-in-one solution for fund managers seeking to optimize operations, reduce errors, and ensure compliance—all in a secure, transparent environment.
Whether managing a single fund or a complex portfolio, Fundy automates financial operations, including tracking investor transactions, calculating capital calls, distributions, and fees. This allows managers to focus on data-driven decisions while Fundy handles routine tasks.
Key Features of Fundy:
Automated Financial Calculations
Automate capital calls, distributions, and fee calculations, reducing manual errors and saving time.
Real-Time Payment Tracking
Integrate with banking and accounting systems for real-time payment status and transaction monitoring.
Comprehensive Reporting
Export customizable Excel reports with embedded formulas for audits and investor updates.
Robust Security Features
Includes single sign-on (SSO), multi-user transaction confirmations, and audit trails for full accountability.
Portfolio Insights and Analytics
Monitor fund performance and track investor activities to maximize returns and improve decision-making.
Fundy’s intuitive interface and seamless integration make it an ideal choice for managers looking for a secure, efficient solution. It reduces operational risks, improves productivity, and provides valuable insights into fund performance.
Why Choose Fundy?
Fundy is trusted by investment professionals worldwide to streamline workflows, reduce overhead, and boost efficiency. With advanced features and scalable architecture, Fundy is the tool you need to elevate your fund management operations.
Request a free demo and discover how Fundy can transform your fund management experience.
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Backbase
Backbase built the AI-native Banking OS. Digital Banking creates the interface while Agentic Banking resolves the work, both powered by the Banking OS. Banks can modernize progressively above existing systems, journey by journey. Agentic Banking moves customer and employee intent into governed action and resolution. Conversational Banking moves interactions from intent to resolution across chat, voice, and messaging. Banks can prioritize the customer journeys that matter most, connecting every interaction point to give customers and employees the resources they need in a changing banking environment. The result is a customer experience built for what banking requires next.
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