Clienteer vs Dynamo vs Portfolio Probe

Rating


4.5 / 5
(11)


5 / 5
(1)

(0)

Starting Price

Not provided by vendor Not provided by vendor

$30,000.00/one-time/user

Best For

Hedge fund solution for institutional asset managers which helps with transaction reporting, data aggregators, account activity tracking, built-in workflow functionality, tear sheets and more.

Alternative asset managers in multiple verticals, including hedge funds, funds of funds, private equity, venture capital, institutional investors, family offices and prime brokerages.

Not provided by vendor

Ideal number of Users

1 - 1000+

1 - 999

Not provided by vendor

Ease of Use


4.5 / 5

5 / 5

Customer Support


5 / 5

5 / 5

Features & Functionality


4.5 / 5

5 / 5

Value for Money


5 / 5

5 / 5

Product Features

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

Screenshots

View 3 screenshots 95817 thumb
View 5 screenshots 89597 thumb
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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • close Documentation
  • close In Person
  • close Live Online
  • close Webinars
  • check Documentation

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Clienteer vs Dynamo vs Portfolio Probe

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