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Cape Capital

A testimonial from a Switzerland-based wealth management firm

As Cape Capital's investment team expanded, the firm sought a platform to consolidate investment pipeline and transactional data and streamline portfolio reporting. The team chose Dynamo for its:

✓ User-friendly configuration abilities
✓ Alternative assets-specific solutions for both GP and LP
✓ Third-party data integrations
✓ Transparent sales process and pricing structure
✓ Reputation among peers as a well-respected solution with growth
    potential

Download the case study to learn how Cape Capital improves collaboration and adds structure to their processes with Dynamo.

 

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