List of Dynamo Portfolio Management Software Customers
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Since 2010, our global team of researchers has been studying Dynamo Portfolio Management Software customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Dynamo Portfolio Management Software for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Dynamo Portfolio Management Software for Portfolio and Investment Management include: Lasalle Investment Management, a United States based Banking and Financial Services organisation with 875 employees and revenues of $468.0 million, The Board of Pensions of the Presbyterian Church, a United States based Non Profit organisation with 200 employees and revenues of $35.0 million, Spi Advisory, a United States based Construction and Real Estate organisation with 25 employees and revenues of $30.0 million and many others.
Contact us if you need a completed and verified list of companies using Dynamo Portfolio Management Software, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Dynamo Portfolio Management Software customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Lasalle Investment Management | Banking and Financial Services | 875 | $468M | United States | Dynamo Software | Dynamo Portfolio Management Software | Portfolio and Investment Management | 2013 | n/a |
In 2013, Lasalle Investment Management began using Dynamo Portfolio Management Software, deploying Dynamo's Real Estate Edition to consolidate fundraising, investor relations, investor reporting, and acquisition management across its global offices. The deployment is categorized under Portfolio and Investment Management and focuses on real estate investment operations. Implementation centered on real estate-focused modules, including fundraising workflow management, investor relations and communications, standardized investor reporting, and acquisition management. The configuration emphasized a centralized data model and role-based workflows to reduce duplicated processes and unify investor reporting templates, and Dynamo Portfolio Management Software was extended regionally to standardize processes across offices. Operational coverage expanded from initial sites to multiple global regions, centralizing investor communications and reporting as the primary governance objective. Process changes included consolidating previously siloed workflows into shared operational workflows and centralized reporting ownership, and the case study states Lasalle achieved improved productivity and elimination of siloed workflows as outcomes of the deployment.
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Spi Advisory | Construction and Real Estate | 25 | $30M | United States | Dynamo Software | Dynamo Portfolio Management Software | Portfolio and Investment Management | 2024 | n/a |
In 2024, SPI Advisory implemented Dynamo Portfolio Management Software in a US region SaaS deployment. The Dallas based construction and real estate advisory consolidated investor relations and fundraising workflows under the Portfolio and Investment Management category, aligning system ownership with investor relations and fund administration teams.
The implementation configured Dynamo Portfolio Management Software modules including CRM, Investor Portal, and Fundraising to streamline investor communications and to automate subscription booklets. Functionality supported contact and pipeline management in the CRM, secure document delivery and investor submissions via the Investor Portal, and orchestration of fundraising workflows through the Fundraising module, centralizing investor relations and fundraising business functions.
The SaaS deployment covered US region operations from Dallas and targeted investor relations, fund administration, and finance workflows. Outcomes documented in the Dynamo case study include large time savings, reduced investor submission errors, and faster monthly distributions, with dramatically reduced distribution and tax prep times following the Dynamo Portfolio Management Software deployment.
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The Board of Pensions of the Presbyterian Church | Non Profit | 200 | $35M | United States | Dynamo Software | Dynamo Portfolio Management Software | Portfolio and Investment Management | 2019 | n/a |
In 2019, The Board of Pensions of the Presbyterian Church implemented Dynamo Portfolio Management Software to centralize portfolio data and accelerate reporting for its approximately $10 billion United States investment portfolio. The deployment targeted core Portfolio and Investment Management functionality, with an emphasis on portfolio reporting, research management, and portfolio analytics.
The implementation deployed Dynamo Portfolio Management Software modules including Portfolio Management & Analytics and Dynamo HoldingsInsight to establish holdings level analytics and automated data collection. Configuration work focused on research management workflows, consolidated holdings views, and analytics workspaces to support portfolio construction and performance attribution tasks.
Operational coverage extended across the investment management and reporting functions within the United States, consolidating data flows into a single portfolio management environment to support investment teams, reporting, compliance, and fiduciary oversight. The case study documents that the system was used to centralize data and speed portfolio reporting for the organizations roughly $10B portfolio in the United States.
Governance adjustments accompanied the rollout, with standardized reporting workflows and centralized data ownership introduced to support the new Portfolio and Investment Management processes. The Boards adoption of Portfolio Management & Analytics and HoldingsInsight was documented as automating data collection, improving transparency, and reducing reporting time according to the vendor case study published in 2022.
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