Dynamo Software
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.
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MyQ
At MyQ, the core belief is that print solutions should be automated, personalized, and easy to use, allowing people to focus on what matters most in their daily work. This principle is reflected in MyQ’s approach to our product design, combining intuitive user experiences with strong data security and efficient document workflows.
MyQ’s print management solutions strengthen document security while helping organizations reduce costs, save time, and lower their environmental impact.
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FutureVault
Learn how top financial services and wealth management companies are using FutureVault in order to meet compliance, gain back-office and admin efficiencies, deliver greater value to clients, and ultimately save time and money. You can streamline and digitize document-related workflows, reduce security risks and compliance risks, and build trust with clients and their families. You will be able to improve compliance and administrative efficiencies, as well as providing your advisors, front office teams, and lines business with a value-add offering to scale workflow.
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SearchExpress
Affordable Document Management
A digital office will eliminate paper and automate processes.
SearchExpress document management software allows you to share scanned documents and also eForms, Word, and Excel files.
Employees can access documents via their smartphone, tablet, or PC.
Machine Learning
SearchExpress can replace manual data entry with Artificial Intelligence.
SearchExpress can automatically extract invoice data using the pre-trained Microsoft Machine Learning AI, with no training needed.
Manage Documents
SearchExpress offers search and document workflows to automate business processes. This allows people to have the information they need at the right time.
The SearchExpress Voice Digital Assistant, Cyber Express (TM), provides speech queries of your business’s data.
Cyber Express is a smart speaker and smartphone digital assistant that lets you verbally ask questions and get verbal responses of your business’s information, from your smart speaker or smartphone.
Available in cloud and on-premises versions.
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