Simplifies Asset Management

Connects accounting, tax and portfolio reporting

DYNAMIK Insight

DYNAMIK Insight

What we do

  • Collect, process and record transactions and corporate actions.
  • Automated accounting – integrated with cloud based accounting software.
  • Integration with Morningstar and Infront – updated market values.
  • Seamless and automated reporting.
  • Tax classification.
  • Dynamic and adapted.

What you achieve

  • Total reconciled deposit.
  • Improved decision base.
  • Reduced hourly consumption at accounting and tax issues.
  • Allocation and risk.
  • Dynamic reporting

Roadmap

  • Mandate control.
  • Cash forecast (investments).
  • Automated nominee settlements.
  • ESG reporting.
  • Real estate module.