Case Study: Independencia Asset Management achieves automated investor reporting and streamlined investor relations with Dynamo Software

Why Independencia chose Dynamo to centralize and automate investor relations

Independencia Asset Management is a global real estate investment firm (offices in Chile, Uruguay and the U.S., $2B AUM, ~100 investors and 300 investment vehicles) whose 3‑person investor relations team managed complex, high‑volume investor requests using email and Excel. The firm needed a CRM and reporting system to automate administrative tasks, intuitively store and link documents and data, and simplify workflows for both the internal team and investors.

Independencia implemented Dynamo’s investor portal and reporting solutions to centralize documents and automate reporting. Investors can now self‑serve statements and documents in the portal, ad‑hoc requests have dropped, and automated reports — including a custom dividend report formatted for bank upload — cut manual work from hours or days to a single afternoon. The changes streamlined reporting, reduced administrative burden, improved document organization and freed the team to focus on higher‑value activities and investor relationships.

Independencia Asset Management

Isabel Calvo

Business Executive