Dynamo Software
Kelly Wilkie is a seasoned professional with a background in strategic partnerships, project management, and account control. With experience at various companies such as Dynamo Software and State Street, Kelly has successfully managed client implementations in the financial services industry across multiple verticals. Kelly's expertise also includes supervising operations, training staff, creating reports, and participating in system conversions. With a Bachelor's degree in Business Marketing and Communication, Kelly has a solid educational foundation to support their professional achievements.
Dynamo Software
Since 1998, the Dynamo team and its Client Services and Support organization have worked alongside fund managers, institutional investors, and service providers to identify and solve key challenges in the alternative investments ecosystem. Today, we are proud to offer a complete investment management platform that is configurable, cloud-based, automated, and versatile. Our advanced CRM, deal management, fundraising, research management, and investor relations functionalities allow GP firms to improve communication and collaboration. Users can even leverage our back-office systems for portfolio monitoring, fund accounting, and secure online reporting features, all within a single, integrated system. LPs can leverage our centralized investment research management and portfolio management modules, Dynamo Data Automation services, portfolio tracking and analysis, and visual portfolio reporting to make educated investment decisions. With Dynamo, there is a better way to take control of your investment and insights. We’re ready to show you how.