Dynamo’s Portfolio Management Software for Limited Partners & Asset Allocators Tops all Competitors in Fund Intelligence Operations & Services Awards Program

BOSTON: #AlternativeInvestments--End-to-end investment management platform Dynamo Software today announced that its portfolio management software (PMS) took the top spot in the Best Portfolio Management System category of the Fund Intelligence Operations and Services awards program. Hosted by With Intelligence, the prestigious awards program recognizes excellence in fund operations and service providers.

Dynamo’s PMS stands out as an award-winning, multi-asset platform that redefines how institutional investors and limited partners (LPs) approach strategic investment planning and portfolio optimization. At its core is the Advanced Yale Model Service (AYMS), developed in collaboration with Northfield, which delivers unparalleled cash flow modeling. This advanced implementation of the Yale Model empowers users to optimize asset allocation, make informed, data-driven decisions, and confidently manage complex investment portfolios.

Beyond its innovative modeling capabilities, Dynamo’s software enables clients to seamlessly monitor investments, benchmark performance, assess exposures and risks, calculate contribution and attribution, manage liquidity, and perform cutting-edge cash flow and stress-test modeling. These combined features provide users with a decisive edge in navigating today’s dynamic investment environment.

Dynamo’s cloud-based PMS serves the global private investment community, continuously adapting to industry trends and the unique needs of LPs and asset allocators. Backed by a skilled global team with deep industry expertise, the platform delivers real-time intelligence tailored to the nuanced needs of alternative investment industry stakeholders.

Dynamo CEO Hank Boughner attributes the increased industry accolades to the FinTech’s commitment to continuous innovation. “At Dynamo, we aren’t just meeting investor needs today; we’re constantly thinking about what will enable next-level performance tomorrow,” Boughner explained. “Our consistent evolution is driven by active engagement with the power users who rely on our PMS for pivotal intelligence. This approach directly leads to new capabilities and enhancements that address dynamic opportunities in alternative investments—of which there are many.”

Indeed, investment portfolios are growing more diversified and complex, presenting a range of challenges in tracking, predicting, and balancing performance across multiple streams. Dynamo’s PMS provides a consolidated, cross-portfolio view, making it much easier to manage complex portfolios, mitigate risk, and plan smart allocations and exits.

This is not the first time that Dynamo’s PMS has earned an industry accolade. In 2024, Dynamo won the Global Business & Finance Magazine award for Best Portfolio Management Software, recognizing its innovation and dedication to excellence. Additionally, the most recent win from With Intelligence comes on the heels of several earned product awards for the Dynamo, the leading ALTS platform, including the WealthTech America’s award, which honored the FinTech with its highest distinction in customer relationship management (CRM) software.

Over the past year, Dynamo has experienced an impressive surge in adoption of its PMS, driven by robust enhancements and an intuitive user interface.

About Dynamo Software, Inc.
Dynamo gives alternatives investors a Performance Edge, empowering them to efficiently scale their firm to capitalize on the growing wave of private market opportunities. With the Dynamo Alternative Investment Platform, Limited and General Partners can now run a tightly integrated firm, putting all their data to work to accelerate operations across front, middle, and back office, unleashing teams to work smarter, and allowing leaders to make better investment decisions and scale their firm. Dynamo has a global footprint with operations across North America, EMEA, APAC, and UAE. For more information, please visit DynamoSoftware.com.

Fonte: Business Wire