Netage Solutions has added a new feature with the v6.7 release of their alternative assets Dynamo CRM and integrated investor portal, targeted at automating investor relation teams’ operations and aiming to increase investor transparency as well as improve the workflow of deal management and accounting teams.
The Dynamo platform is used by over 250 alternative asset fund managers and limited partners with over US$450 billion in assets under management.
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Included in the Dynamo v6.7 release are new options for enabling investors to upload documents to the portal for general partner review and retention, with an emphasis to expedite the limited partner and general partner communication process through automation, answering expanding industry reporting demands of limited partners.
Other new features include visible custom HTML-based links for inter-site navigation, a multiple document download option, permission-based excel download, and enhanced end-user security options for blind password changes.
Krassen Draganov, CEO of Netage Solutions, said, "The features that we’ve included, and those which we continue to develop, are targeted to improve relationships with limited partners, but not at the added expense of a general partner’s investor relations team’s time."
"Parallel to the adoption of the Dynamo platform by limited partners, we’ve been able to assemble a responsive user-base that has helped us hone in on the analytical needs of institutional investors," stated Momchil Mitov, director of institutional sales. "The prior release of DynamoAnalytics had a robust set of analytical capabilities, and in the 6.7 release we’ve bundled a number of additional features to expand the module’s capacity for ad-hoc report building."
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By GlobalDataThe Dynamo v6.7 release has features to support the Foreign Account Tax Compliance Act (FATCA) regulations. Newly bundled dashboards allow fund managers to store key data points and classify investors in a simple way. In addition, Dynamo can generate procedures for best practice workflows and provide logical reporting for full transparency.
"Compliance mandates are nothing new for the alternative assets industry, but recent legislation is making facilitating compliance more complex and detail-oriented," stated Kevin White, director of client services. "It’s our job as a software vendor to interpret compliance regulations and ensure we incorporate them into Dynamo for streamlining the workflow efficiencies of our clients."
