Average Ratings 0 Ratings
Average Ratings 0 Ratings
API Access
Has API
API Access
Has API
Integrations
Box
Causal
Docusign
Dropbox
Kixie PowerCall & SMS
Microsoft 365
Microsoft Outlook
Revit MEP
SourceScrub
StackState
Integrations
Box
Causal
Docusign
Dropbox
Kixie PowerCall & SMS
Microsoft 365
Microsoft Outlook
Revit MEP
SourceScrub
StackState
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
Sentieo
Founded
2012
Country
United States
Website
sentieo.com
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
Competitive Intelligence
Alerts/Notifications
Benchmarking
Competing Product Analysis
Keyword Tracking
Social Media Monitoring
Trend Analysis
Website Monitoring
Hedge Fund
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management