Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft 365
Microsoft Outlook
SourceScrub
BoardEdge
BoardEx
Box
Causal
Cherre
D&B Connect
Docusign
FactSet
Kixie PowerCall & SMS
Microsoft Edge
Microsoft Excel
Microsoft Word
PitchBook
Preqin
PrivCo
StackState
purpose.jobs

Integrations

Microsoft 365
Microsoft Outlook
SourceScrub
BoardEdge
BoardEx
Box
Causal
Cherre
D&B Connect
Docusign
FactSet
Kixie PowerCall & SMS
Microsoft Edge
Microsoft Excel
Microsoft Word
PitchBook
Preqin
PrivCo
StackState
purpose.jobs

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Dynamo Software

Founded

1998

Country

United States

Website

www.dynamosoftware.com

Vendor Details

Company Name

Intapp

Founded

2000

Country

United States

Website

www.intapp.com/dealcloud/

Product Features

Financial CRM

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

Hedge Fund

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

Investment Management

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

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

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

Alternatives

Pinnakl CRM Reviews

Pinnakl CRM

Pinnakl

Alternatives

Backstop Reviews

Backstop

Backstop Solutions Group
eFront Reviews

eFront

eFront, a part of BlackRock