Case Study: Rockpoint Group achieves secure, efficient investor reporting and cost savings with Dynamo Software

Reaping Efficiencies and Cost Savings with a Secure Investor Portal

Rockpoint Group, a real estate investment and management firm, struggled with slow, manual investor reporting using Excel and paper mailings. Seeking a secure web portal that integrated with Microsoft Office and SQL Server, the firm wanted to reduce quarterly distribution effort, meet investor expectations for online access, and generate time and cost savings.

Rockpoint implemented Dynamo™ CRM and Dynamo™ Online Reporting, using Mail Merge, Outlook integration and Smart Attachments to publish reports instantly to a permissioned portal. The go-live met an aggressive deadline, and the solution cut report preparation time, reduced inbound requests, saved thousands annually on printing and postage, eliminated labor-intensive processes, and paid for itself within a year.

Rockpoint Group

Darrell Greer

Director of Information Technology