Dynamo vs FinFolio

Starting Price

Not provided by vendor Not provided by vendor

Best For

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

Investment advisors, wealth managers, RIAs, financial planners, brokers, hedge funds, family offices, and #fintech developers.

Ideal number of Users

1 - 999

1 - 1000+

Rating


5 / 5
(1)

3.7 / 5
(9)
Read All Reviews

Ease of Use


5 / 5

3.7 / 5

Customer Support


5 / 5

3.6 / 5

Features & Functionality


5 / 5

4.4 / 5

Value for Money


5 / 5

3.8 / 5

Product Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import/Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management
  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import/Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

Screenshots

View 5 screenshots 89597 thumb
View 4 screenshots 91787 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

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

Training

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

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Dynamo vs FinFolio

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FinFolio vs Dynamo