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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Hedge fund, Mutual Fund, Retail Investor, Institutional Investor, Investment Bank, Private Equity Firm, Market Research

Audience

Alternative asset managers in multiple verticals, including private equity and venture capital funds, real estate investment firms, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$69/month/user
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

AlphaResearch
Founded: 2022
United States
alpharesearch.io

Company Information

Dynamo Software
Founded: 1998
United States
www.dynamosoftware.com

Alternatives

Alternatives

Pinnakl CRM

Pinnakl CRM

Pinnakl
Options

Options

Options Technology
Backstop

Backstop

Backstop Solutions Group
eFront

eFront

eFront, a part of BlackRock

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Hedge Fund Features

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Box
Causal
DocuSign
Dropbox
Google Sheets
Kixie PowerCall & SMS
Microsoft 365
Microsoft Excel
Microsoft Outlook
Revit MEP
SourceScrub
StackState
purpose.jobs

Integrations

Box
Causal
DocuSign
Dropbox
Google Sheets
Kixie PowerCall & SMS
Microsoft 365
Microsoft Excel
Microsoft Outlook
Revit MEP
SourceScrub
StackState
purpose.jobs
Claim AlphaResearch and update features and information
Claim AlphaResearch and update features and information
Claim Dynamo Software and update features and information
Claim Dynamo Software and update features and information