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.
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UnForm
UnForm offers a robust solution for enterprise document management and process automation, allowing for seamless integration with any application. Our platform-independent and fully browser-based solutions empower users to create, deliver, capture, index, route, and store documents efficiently, enabling easy access to the entire transaction life cycle through a single search. With advanced data extraction and workflow functionalities, we facilitate the automation of processes that require intensive data entry.
For those utilizing cloud-based ERP systems or seeking a solution that eliminates the need for hardware management, UnForm.Cloud serves as an ideal hosting service for UnForm Document Management. The implementation process for UnForm has never been simpler, especially with the reliable backing of a well-established hosting vendor like Oracle, which guarantees the safety and security of your data through meticulously managed data centers and cross-region backups. This ensures that you can consistently access your information whenever necessary, providing an additional layer of reliability for your document management needs.
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Assembly Neos
For decades, numerous successful practices have thrived using Assembly solutions, and now we are combining decades of expertise with cutting-edge cloud technology. Assembly Neos is an advanced platform designed for remote work that enhances task management and communication, provides valuable insights into caseloads, and significantly increases firm profitability. By utilizing Assembly Neos, users can benefit from features such as a live activity feed, real-time dashboards, automated reporting, unparalleled support, and much more. Additionally, the platform enables rich document management, allowing teams to collaborate on documents efficiently and save precious time. With access to templates for various case types and customizable case libraries, Neos empowers users to secure more cases while reducing their workload.
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SearchExpress
Cost-Effective Document Management Solutions
Transitioning to a digital office setup will help eliminate the need for paper while streamlining various processes.
The document management software from SearchExpress enables the sharing of not only scanned documents but also eForms, as well as Word and Excel files.
Employees have the flexibility to access crucial documents from their smartphones, tablets, or PCs, enhancing overall productivity.
Harnessing the Power of Machine Learning
With SearchExpress, manual data entry can be replaced by Artificial Intelligence, significantly reducing human error.
The software utilizes pre-trained Microsoft Machine Learning AI to automatically extract invoice details without requiring any additional training.
Streamlining Document Management
SearchExpress provides advanced search capabilities and document workflows that help automate business operations, ensuring that team members have timely access to necessary information.
The innovative SearchExpress Voice Digital Assistant, known as Cyber Express (TM), facilitates voice-activated queries, allowing users to access their business’s data effortlessly.
This smart speaker and smartphone assistant enables users to ask questions verbally and receive spoken answers regarding their business information, enhancing accessibility and convenience.
SearchExpress is available in both cloud-based and on-premises formats, offering flexibility to meet varying business needs.
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