Below are a list of solutions that we offer:

  • Fundmap Integration
  • MMD Integration
  • Intralinks Integration
  • Fund Admin Integration
  • Event Management Control - EMC is a form based application that pulls contacts out of Dynamo based on various event types that the customer is organizing. For example customers can extract contacts from previous funds that share similar investment patterns.
  • Call Reports Notation - CRN sends a form based email to a sales person within a configured time period. Inputted notes from the form get blasted out to the sales team and also stored in Dynamo.
  • Report Now - RN enables customers to create adhoc reports following an initial setup.
  • Digital Subscription Document Service - DSDS is a managed service that enables customers to digitally send subscription documents to their investors.

 

About our company

Strategic Generation is a Dynamo Software Technology Solutions Partner providing custom solutions that promote Dynamo As A Platform (“DAAP”). Strategic Generation Integration Services provides solutions that integrates third party distributed data with Dynamo to provide a deeper level of insight for internal marketing, investor relations, sales and client services teams.