Dynamo™ Family Office Edition is a feature-rich, industry-specific cloud software platform built to optimize how both single and multifamily offices build their client relations, track investment research, conduct due diligence, manage their portfolio across all asset classes, analyze investment performance, and generate reporting.

Dynamo™ is highly configurable to your firm’s specific terminology and workflow, and seamlessly integrated with the Microsoft Office® product suite for an uninterrupted user experience. Developed and regularly enhanced since 1998, Dynamo’s™ asset management functionality is backed by a full-time dedicated support team to ensure that the software matches your investment organization and performance tracking needs.