Information System for Fund Management
Keeping track of clients and providing online access to investment information has never been easier. The perfect choice for small and medium-sized funds.
Our software focuses on providing a comprehensive solution for managing investment funds and their clients. We help you track deposits, withdrawals and performance of individual investment accounts, simplifying and streamlining your day-to-day operations.
We enable fund clients to track the progress of their investments, access up-to-date information and interact with the fund through a secure and transparent interface. In this way, we achieve a higher level of transparency and build trust between the investment fund and its clients, which is the foundation of a successful partnership.
Our product is designed to be intuitive and easy to use, ensuring a smooth transition from traditional Excel spreadsheets and other tools. We work with investment firms and funds to ensure that our solution truly meets their needs and allows them to grow and prosper.
Fund Management Information System
Funds or other Collective Investment Schemes
Our software is designed to meet the needs of funds and any other Collective Investments Scheme entities that manage one or more shared portfolios for their clients.
Small and Medium-sized Funds
Our solution is designed primarily for small and medium-sized investment funds looking for an efficient tool to manage their activities and communicate with their clients. The platform is also ideal even for the smallest funds that need to move from Excel spreadsheets to a more sophisticated information system. All at a reasonable price that takes into account the needs and capabilities of smaller funds.
With Us, You Can't Go Wrong
Our solution is priced reasonably and competitively to reflect the unique needs and capabilities of smaller funds, making it easily affordable for even the smallest investment companies.
Ease of Use
Our software is designed to be easy to use and very intuitive, which makes it easy to work with and allows new users to get up to speed quickly for both sided - funds and their clients.
Our streamlined and flexible approach makes integrating our system into your business quick and seamless, allowing you to start reaping the benefits of our platform as soon as possible.
The security of your data and information is our priority. Our solution employs the latest security technologies to protect your data from unauthorized access and misuse.
Our Clients Love Us
These Funds Trust Us
Get in Touch, We Are Ready to Help You
Want to learn more about how our software can improve your investment fund management and facilitate communication with your clients?
Feel free to schedule a no-obligation consultation with us! Our experts are ready to answer your questions, discuss your needs, and design a solution tailored to your fund. Fill in the contact form and we will get back to you as soon as possible.
DYNAM Dynamic Asset Management s.r.o.
193 00, Prague
ID: (CZ) 080 95 060