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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

Investors in need of an analytics and research dashboard solution to monitor analyst sentiment and track shareholders

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

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

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

Company Information

S&P Global
United States
www.snlnet.com/marketing/microsite/irsolutions/capital-iq-desktop.html

Alternatives

Alternatives

Pinnakl CRM

Pinnakl CRM

Pinnakl
FactSet

FactSet

FactSet Research Systems
InvestorREACH

InvestorREACH

Interactive Telesis
Backstop

Backstop

Backstop Solutions Group
eFront

eFront

eFront, a part of BlackRock
IR.Manager

IR.Manager

Euronext Corporate Services

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
Intapp Conflicts
Intapp DealCloud
Intapp Intake
Kixie PowerCall & SMS
Microsoft 365
Microsoft Outlook
Revit MEP
SourceScrub
StackState
purpose.jobs

Integrations

Box
Causal
DocuSign
Dropbox
Intapp Conflicts
Intapp DealCloud
Intapp Intake
Kixie PowerCall & SMS
Microsoft 365
Microsoft Outlook
Revit MEP
SourceScrub
StackState
purpose.jobs
Claim Dynamo Software and update features and information
Claim Dynamo Software and update features and information
Claim S&P Capital IQ Desktop and update features and information
Claim S&P Capital IQ Desktop and update features and information