Netage Solutions Introduces Expanded Client Branding, Mobile Platform, and Functional Improvements to Dynamo(TM) in Spring Release

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Enhancements to Leading Alternative Asset Web-Based Application Follow Robust Year in Sales and New Client Growth

Netage Solutions, Inc., the premier provider of front-office solutions for the alternative assets industry, today unveiled their most recent release, Dynamo™ v6.5, with a greatly enhanced user interface for Online Reporting, a new universal mobile platform, expedited editing features, and many functional innovations. In addition, Netage announced a strong year in sales, as a wealth of new clients adopted the Dynamo™ 6x platform.

Portal UI Upgrade

With increased attention placed on advancing LP interaction with GPs, Netage significantly enhanced the Dynamo™ Online Reporting interface, providing unique branding and customization opportunities for its clients. In addition to simplifying the user experience for LPs, the interface improvements enable GPs to increase the customer intimacy of their online portal services.

“When you look at the last year’s abundance of articles reflecting the importance of brand awareness during fundraising and marketing, it became clear we needed to support our clients with the tools to help them stand out,” said Krassen Draganov, CEO of Netage Solutions. “While we have always put a strong emphasis on the functionality and performance of our core CRM engine, expanding the aesthetic options of our portal will give our clients the ability to vastly bolster their LP-facing activities.”

DynaMobile™ Universal Platform for Tablets and Smartphones

To further help its clients who access the Dynamo™ application through smartphones and tablets, Netage announced the first step in a large-scale, innovative migration to a universal mobile platform. Available with the spring release, Blackberry® users will be the first to access the new DynaMobile™ platform, with Android® and Apple® devices soon to follow.

“We needed to ensure that our clients have access to the same benefits of our application regardless of which mobile device they choose to access it from,” said Mike Dullea, Director of Product Development. “Although we previously developed an application specific to each mobile operating system, by incorporating recent web-technology developments, we can now offer a feature-rich, unified mobile platform, which will minimize the limitations of any less advanced phones and tablets.”

In-Cell Editing in Views

To expedite the editing process, Dynamo™ users can now enter into an edit mode within a view or panel, allowing for in-cell editing, and eliminating the need to enter into further expanded profile views.

“With some of the industry’s largest firms as our clients, the abundance of information within their Dynamo™ platforms can be overwhelming to sift through and revise,” said Momchil Mitov, Director of Institutional Sales. “Because everyone hates clicking around, we’ve created one of the simplest CRM editing systems available.”

Tracking Numbers in PPM

Because of the new SEC compliance mandates, investment advisers are faced with increased documentation requirements. In addition to Dynamo’s™ expanded synching features with Outlook®, investor relations professionals can now automatically generate and watermark tracking numbers for PPMs, on top of the application’s previously introduced security features.

“With increased transparency and accountability demanded of our clients, it’s imperative that we can provide them with tools to help facilitate compliance,” said Kevin White, Director of Client Relationships. “And when we develop such value-added enhancements, we care just as much about making them easy to use.”

Additional Features

  •     Save mail merges to run repeat mailings
  •     Request information updates from contacts
  •     Two way sync between Dynamo and Outlook Calendar and Tasks
  •     Public Calendars
  •     Create forums to provide a platform for collective discussion

Strong Sales and Growth

Netage also recorded strong sales in 2011. Even with the investment industry still cautious from the financial downturn of the last few years, Netage enjoyed a 23% increase in new clients, as Dynamo™ continued its role as one of the leading CRMs in the alternative assets industry.

“It’s a testament to the training, methodology, and hard work of our entire team that we’ve been able to continue this growth over the past decade.” said Stuart Sheppard, Managing Director of Sales and Marketing. “In the challenging economic climate of 2011, we put an emphasis on continuously building out the Dynamo™ platform to meet both the current and future needs of alternative asset managers and investors.”

About Netage Solutions
For more than a decade, Netage Solutions, Inc. has been the premier provider of CRM software and online reporting systems for the alternative assets industry, including private equity and venture capital firms, hedge funds, real estate investment firms, funds of funds, prime brokers, and institutional investors. Intuitive and highly configurable, the Dynamo™ Suite has improved the productivity of deal, research, and investor relationship teams worldwide. Collectively, our clients manage nearly $400 billion in assets. For more information, please visit, or

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Daniel Rheault
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