Dynamo’s Customer Relationship Management for ALTS Fund Managers Achieved Highest Category Recognition by WealthBriefing Awards Program Judges
End-to-end investment management platform Dynamo Software today announced that its customer relationship management (CRM) solution earned the top distinction in the Best CRM Provider category of the 2025 WealthTech Americas Awards. The fourth annual program, organized by the financial publication WealthBriefing, recognizes technology achievements within the wealth management, private client, and niche family office sectors.
WealthBriefing also recently honored Dynamo’s thought leadership efforts in its 2024 WealthForGood award honors, which recognize organizations that have demonstrated innovation and excellence during the past year. Dynamo was spotlighted for its commitment to providing first-class primary research focused on the ALTS industry for General Partners and Asset Allocators on a quarterly basis. The most recent collection of data in this series, Dynamo Frontline Insight Report: Trends, Challenges, and Insights from Leading PE/VC Fund Accountants, launched Feb. 20, 2025.
According to Dynamo CEO Hank Boughner, the FinTech’s CRM stands out because it was built specifically for the ALTs industry by insiders. He noted that the tool was designed, and is continuously iterated, with fund managers’ evolving deal processes in mind. By improving team-wide transparency and collaboration, Dynamo CRM helps investors make the right moves at the right time. In one place and in real-time, dealmakers can track and organize communications, research, opportunities, relationships, and progress for insights into the deals that fuel their business.
“Every deal counts in the fast-moving world of alternative investments,” Boughner shared with the WealthTech Americas judging panel. “We developed a CRM specifically designed for the unique needs of our industry, going beyond traditional CRM offerings with sophisticated capabilities to manage the entire deal lifecycle, from initial contact to successful close.”
This is Dynamo’s first major accolade of 2025, and it comes on the heels of eight industry awards earned in 2024, including honors from the Stevie American Business Awards, World Business Outlook, Global Business & Finance Magazine, Private Equity Wire, Wealth & Asset Management International, and the Best in Biz awards.
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.
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