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CFO Fund Services Case Study

A testimonial from a Colorado-based fund administration firm

When CFO Fund Services took on a Denver-based real estate private equity fund client with over 300 investors, the small team knew they needed a way to automate their investor reporting process. The team needed a platform that could:

✓ Automate reporting
✓ Streamline investor communications
✓ Meet their pricing needs
✓ Provide superior client service

Download the case study to learn why CFO Fund Services chose Dynamo to improve investor reporting.

 

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