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