FactSet

FactSet

FactSet Research Systems
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+

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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

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

Audience

Investment professionals

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

No information available.
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

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Reviews/Ratings

Overall 4.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
Read all reviews

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

FactSet Research Systems
United States
www.factset.com

Alternatives

Alternatives

Pinnakl CRM

Pinnakl CRM

Pinnakl
Eikon

Eikon

LSEG Data & Analytics
Backstop

Backstop

Backstop Solutions Group
eFront

eFront

eFront, a part of BlackRock

Categories

Categories

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

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory 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
DataParser
DocuSign
Dropbox
Intapp DealCloud
Kixie PowerCall & SMS
Microsoft 365
Microsoft Outlook
Microsoft Power Query
Revit MEP
SourceScrub
StackState
purpose.jobs

Integrations

Box
Causal
DataParser
DocuSign
Dropbox
Intapp DealCloud
Kixie PowerCall & SMS
Microsoft 365
Microsoft Outlook
Microsoft Power Query
Revit MEP
SourceScrub
StackState
purpose.jobs
Claim Dynamo Software and update features and information
Claim Dynamo Software and update features and information
Claim FactSet and update features and information
Claim FactSet and update features and information