Simplifies Asset Management

Automated accounting and overall reporting across type and deposits.

DYNAMIK Insight

DYNAMIK Insight

What we do

  • Collect, process and record transactions.
  • Automated accounting and integration with ERP systems.
  • Integration with Infront – updated marked values.
  • Seamless and automated reporting between portfolio and accounts.
  • Tax classification.
  • Dynamic and adapted to your way of investing.

What you achieve

  • Improved decision base.
  • Allocation and risk.
  • Net asset value.
  • Investment control.
  • Reduced hourly consumption at accounting and tax issues.

Roadmap

  • Mandate control.
  • Cash forecast of the yield investments.
  • Automated nominee settlements.
  • ESG reporting.
  • Real estate module.