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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Sage Intacct
Sage Intacct stands out as a leading cloud-based financial management solution tailored for businesses on the rise. This software encompasses a wide array of functionalities, such as essential financial operations, accounts payable and receivable, cash flow management, and the ability to consolidate multiple entities. By automating vital financial tasks, it significantly boosts both efficiency and accuracy. Users can access real-time financial data through user-friendly and customizable dashboards, which aids in making informed, data-driven decisions.
Moreover, Sage Intacct integrates effortlessly with a variety of business applications, providing a cohesive overview of operations and promoting data consistency and teamwork across different departments. Its advanced reporting and analytics features empower users to create comprehensive financial reports, monitor essential performance metrics, and derive valuable insights into their financial health.
Scalable and dependable, Sage Intacct is trusted by numerous organizations globally. It adeptly manages complex organizational frameworks with its multi-entity management capabilities, ensuring smooth consolidations and inter-entity transactions. The cloud-based architecture guarantees ongoing updates and innovations, keeping financial management tools relevant. Additionally, with its award-winning customer service, Sage Intacct equips businesses to enhance their operational efficiency and financial clarity, ultimately driving growth and success.
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SmartDollar
Having staff members who consistently struggle to make ends meet can have detrimental effects on your business. To break this pattern, consider introducing SmartDollar, a financial wellness initiative developed by Dave Ramsey. By following the 7 Baby Steps, employees will acquire essential skills in budgeting, managing debt, saving for the future, and planning for retirement with confidence. SmartDollar provides a variety of engaging resources and tools aimed at empowering your team to achieve meaningful financial progress instead of merely getting by from one paycheck to the next. By concentrating on personal goals, employees can celebrate early successes, which boosts motivation and helps them advance through the program effectively, leading to lasting financial improvements. Furthermore, your organization will gain access to a dedicated client service representative to facilitate the SmartDollar implementation, a tailored client portal known as SmartCenter to track employee advancement, and customized promotional materials and contests to boost employee engagement and participation. This holistic strategy not only enhances individual financial well-being but can also lead to increased workplace morale and productivity, ultimately benefiting the organization as a whole. By investing in your employees' financial literacy and stability, you pave the way for a more resilient and motivated workforce.
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Obsidian Suite
From the early stages of prospect outreach to establishing a strong relationship with valued clients, our offerings deliver extensive support throughout the process. You can effortlessly track activities, jot down notes, and manage your pipeline without any hassle. Our platform is designed for seamless inbox integration, ensuring that important emails sync automatically with your CRM system. Boost your deal closure rates with our innovative interactive prospect portal, a key component of the CRM specifically designed for the finance industry. With the needs of financial professionals at the forefront, Obsidian’s Business Intelligence Suite is equipped with a diverse selection of plugins that enable financial firms to analyze portfolio and investor metrics effectively. This functionality includes monitoring subscriptions by various categories such as portfolio, sales representative, or advisor, while also delivering valuable insights into performance, risk analytics, and account activities, including PnL tracking. Our interactive client portals facilitate engagement with a range of client types, from institutional investors to high-net-worth individuals and professional firms. This suite not only provides remarkable flexibility in client communication but also guarantees that all investment management firms can address their specific needs with efficiency. By utilizing our solutions, firms can significantly enhance their client relationships and streamline financial operations, ultimately positioning themselves for greater success in a competitive market. Furthermore, our commitment to innovation ensures that you stay ahead in an ever-evolving financial landscape.
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