Dynamo Software Reviews

Dynamo Software

4.3 out of 5 stars

Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 3 Ratings

Total 4.5 out of 5 stars
ease 4 out of 5 stars
features 4.5 out of 5 stars
design 3.5 out of 5 stars
support 4.5 out of 5 stars

Description

Confidant is an open-source service designed for secret management, enabling secure and user-friendly storage and retrieval of sensitive information, developed by the team at Lyft. It addresses the challenge of authentication by leveraging AWS KMS and IAM, which enables IAM roles to create secure tokens that Confidant can validate. Additionally, Confidant oversees KMS grants for your IAM roles, facilitating the generation of tokens for service-to-service authentication and enabling encrypted communication between services. Secrets are stored in an append-only format within DynamoDB, with each revision of a secret linked to a distinct KMS data key, utilizing Fernet symmetric authenticated encryption for security. Furthermore, Confidant features a web interface built with AngularJS, allowing users to efficiently manage their secrets, associate them with services, and track the history of modifications. This comprehensive tool not only enhances security but also simplifies the management of sensitive data across various applications.

Description

Unlock precision and clarity in alternative investments with Dynamo Software, a cloud-native, AI-powered platform that unifies your entire workflow. We provide a single, configurable solution for your front-, middle-, and back-office needs. For General Partners (GPs), Dynamo enhances every stage of the investment lifecycle with advanced CRM, deal pipeline tracking, fundraising tools, and secure investor relations and fund accounting reporting. For Limited Partners (LPs), our platform delivers real-time research and portfolio management capabilities. We automate document ingestion, data extraction, and holdings enrichment, providing deep exposure analytics for informed decision-making. Dynamo serves a wide range of private capital firms, including private equity, venture capital, real estate, hedge funds, and infrastructure. Our platform is also tailored for endowments, pensions, foundations, family offices, fund of funds, and fund administrators. By centralizing all investment data into a single source of truth, we equip your team with the control needed to uncover powerful insights. Our AI-driven system automates data ingestion and tagging, while our HoldingsInsight feature enriches portfolio data for advanced analysis. All modules work together seamlessly, supported by a dedicated Client Services team committed to your success. With Dynamo, you can streamline operations, improve data accuracy, and drive strategic decisions with confidence.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

AWS Amplify Yes 
Amazon DynamoDB Yes 
Azure SQL Database No 
Bing No 
Bloomberg No 
Box No 
CB D365 SharePoint Permission Replicator No 
Dakota Marketplace No 
Dropbox No 
FactSet No 
Highcharts No 
IAM Cloud Yes 
MSCI Real Estate Enterprise Analytics No 
Microsoft Outlook No 
Plaid No 
Power BI Embedded No 
Preqin No 
SS&C Intralinks VIA Elite No 
Snowflake No 
Tracxn No 

Integrations

AWS Amplify No 
Amazon DynamoDB No 
Azure SQL Database Yes 
Bing Yes 
Bloomberg Yes 
Box Yes 
CB D365 SharePoint Permission Replicator Yes 
Dakota Marketplace Yes 
Dropbox Yes 
FactSet Yes 
Highcharts Yes 
IAM Cloud No 
MSCI Real Estate Enterprise Analytics Yes 
Microsoft Outlook Yes 
Plaid Yes 
Power BI Embedded Yes 
Preqin Yes 
SS&C Intralinks VIA Elite Yes 
Snowflake Yes 
Tracxn Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Contact Dynamo directly for pricing
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Confidant

Founded

2014

Website

lyft.github.io/confidant/

Vendor Details

Company Name

Dynamo Software

Founded

1998

Country

United States

Website

www.dynamosoftware.com

Product Features

Privileged Access Management

Application Access Control No 
Behavioral Analytics No 
Credential Management No 
Endpoint Management No 
For MSPs No 
Granular Access Controls No 
Least Privilege No 
Multifactor Authentication No 
Password Management No 
Policy Management No 
Remote Access Management No 
Threat Intelligence No 
User Activity Monitoring No 

Product Features

Data Extraction

Disparate Data Collection Yes 
Document Extraction Yes 
Email Address Extraction Yes 
IP Address Extraction Yes 
Image Extraction Yes 
Phone Number Extraction Yes 
Pricing Extraction Yes 
Web Data Extraction Yes 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking Yes 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements No 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Financial Risk Management

Compliance Management Yes 
Credit Risk Management Yes 
For Hedge Funds Yes 
Liquidity Analysis Yes 
Loan Portfolio Management Yes 
Market Risk Management Yes 
Operational Risk Management Yes 
Portfolio Management Yes 
Portfolio Modeling Yes 
Risk Analytics Benchmarks Yes 
Stress Tests Yes 
Value At Risk Calculation Yes 

Financial Services

Analytics Yes 
Branch Optimization No 
Channel Management No 
Compliance Management Yes 
Customer Engagement No 
Performance Management Yes 
Risk Management Yes 

Fund Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Activity Tracking Yes 
Asset Management Yes 
Bank Reconciliation Yes 
Budgeting & Forecasting Yes 
Compliance Management Yes 
Donor Management No 
General Ledger Yes 
Partnership Accounting Yes 
Purchasing & Receiving Yes 

Hedge Fund

Compliance Management Yes 
Contact Management Yes 
Investor Accounting Yes 
Investor Reporting Yes 
P&L Calculation Yes 
Partnership Accounting Yes 
Performance Analysis Yes 
Portfolio Analysis Yes 
Portfolio Management Yes 

Investment Management

Accounting Management Yes 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics Yes 
Portfolio Management Yes 
Risk Management Yes 

Investor Relations

Automated Reporting Yes 
Compliance Management Yes 
Custom Emails / Newsletters Yes 
Data Centralization Yes 
Deal & Acquisition Management Yes 
Document Creation Yes 
Document Management Yes 
Electronic Signature Yes 
IR Website Builder No 
Investor CRM Yes 
Investor Transactions / Valuations Yes 

M&A

Virtual Data Room

Anonymity Management Yes 
Audit Trail Yes 
Collaboration Yes 
Data Protection Yes 
Data Storage Management Yes 
Document Tagging Yes 
Due Diligence Management Yes 
Procurement Management No 
Project Management No 
Role-Based Permissions Yes 
Secure Preview Yes 

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