Dynamo Software vs Backstop

Certent Equity Management

ActivityHD

Cloud ERP

FraudNet

DigiFi

AccessPay Platform

Compare Dynamo Software and Backstop based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Streamline cap table & equity management, tighten compliance, minimize risk, improve productivity. It's life beyond the spreadsheet.

ActivityHD is an enterprise resource planning (ERP) solution that assists businesses of all sizes with payroll processing, accounting, business management and more.

BizAutomation Cloud ERP Software offers a suite of integrated business management applications for small to medium-sized businesses. It includes order management, supply chain, inventory control, accounting, CRM, manufacturing, and project management on one platform. Utilizing a Data-Mirror architecture for faster performance via direct T-SQL stored procedures, it removes the need for multiple applications and supports integration with various marketplaces and e-commerce platforms.

Dynamo Software is a cloud-based, AI-powered investment management platform for GPs, LPs, and service providers. With built-in automation and configurable reporting, it streamlines front-to-back-office needs for CRM, investor relations, portfolio management, fund accounting, to compliance.

Access Controls/Permissions

Accounting

Accounts Payable

Accounts Receivable

Activity Dashboard

Activity Tracking

Alerts/Notifications

Appointment Management

Audit Trail

Automated Execution

Bank Reconciliation

Benchmarking

Billing & Invoicing

Bonds/Stocks

Budgeting/Forecasting

Calendar Management

Calendar Sync

Campaign Management

Cash Management

Chart of Accounts

Client Management

Client Portal

Client/Property Matching

Collaboration Tools

Compliance Management

Compliance Tracking

Contact Database

Contact Management

Customer Database

Customizable Fields

Customizable Reports

Customizable Templates

Data Import/Export

Data Synchronization

Document Management

Drag & Drop

Electronic Payments

Email Management

Email Marketing

Email Templates

Email Tracking

Expense Tracking

Financial Analysis

Financial Management

Financial Reporting

Fixed Asset Management

For Financial Institutions

For Hedge Funds

For Investment Advisors

For Investors & Traders

For Real Estate

Forecasting

Fund Management

General Ledger

Historical Reporting

Income & Balance Sheet

Interaction Tracking

Investment Management

Investment Research

Investments Tracking

Investor Communication

Investor Management

Investor Portal

Investor Reporting

Lead Capture

Lead Distribution

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Marketing Automation

Mobile Access

Modeling & Simulation

Monitoring

Multi-Currency

Omnichannel Communications

Partnership Accounting

Performance Analysis

Performance Metrics

Pipeline Management

Portfolio Accounting

Portfolio Analysis

Portfolio Management

Portfolio Rebalancing

Profit/Loss Statement

Property Database

Real-Time Data

Real-Time Reporting

Relationship Tracking

Reminders

Reporting & Statistics

Reporting/Analytics

Revenue Recognition

Risk Analysis

Risk Assessment

Risk Management

Sales Reports

Search/Filter

Dynamo Software

Android

Linux

Web-based

Windows

iPad

iPhone

Senior Investment Operations

The continued support has also been exceptional. It is nice to know that if we need help there is a team at Dynamo to continue with the help and support we need.

Director, Investment Operations and Compliance

Dynamo support has been good whether tackling our questions about best practices, helping to guide us on new features, provide training or answering our what if or how to questions.

Vice President, Sales & Client Relations

More functionality that I will ever need but nice to know it's there. Customer support and follow-up is amazing.

Operations Associate

Love all the tagging that is possible and the integration with Outlook. Love the signature parsing functionality.

Senior Engineer 

I'm excited to discuss my favorite aspects of Dynamo Software. Its broad and integrated nature is, in my opinion, its most notable aspect.

Architect

Overall its a good solution for institutional investors and asset managers.

Manager

This is an easy and user friendly software to manage funds. It is easy to use and easy to show others how to use them.

Director Business Solutions

Its cloud based architecture, coupled with intuitive design makes this a fantastic product for our needs.

Analyst

The AI add-in is frustrating because it will auto-relate entities that are not related to the activity I'm saving.

Often very slow, which is frustrating in a fast-paced industry.

Difficult to learn initially as the user interface can be a little tricky to get along with.

Director, Investor Relations and Marketing

Our business model employs a significant number of transfers within and across entities. This has been my biggest pain point as the transfer process continues to change.

Dynamo Software screenshot: Dynamo Deal Management comprehensive, industry-tailored CRM is specifically designed with fund managers’ deal processes in mind to help track pipeline, manage relationships, and drive decisions.

Dynamo Software screenshot: Dynamo Investor Portal offers a secure, modern user interface to streamline investor communications, reporting, provide real-time insights and a fully integrated investor onboarding from within the platform.

Dynamo Software screenshot: Dynamo Investor Relations centralizes communications, tracks engagement, and streamlines reporting with intuitive mass mailing, relational tagging, Outlook integration, and our integrated Investor Portal.

Dynamo Software screenshot: Dynamo Accounting simplifies complex tasks and automates capital call activity, waterfall calculations, and financial reporting and manage complex fund operations with speed, accuracy, and compliance.

Dynamo Software screenshot: Centralize research, streamline due diligence, and uncover insights faster with AI-powered document processing, and configurable dashboards for investors to collaborate efficiently and make faster, smarter decisions.

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

FraudNet offers an enterprise-level AI fraud detection platform that helps businesses detect and prevent over six hundred fraud schemes in real-time. The system combines entity screening, continuous monitoring, and transaction protection with advanced machine learning models and intelligent risk decisioning. FraudNet serves multiple industries including payments, financial services, fintechs, and commerce with customizable solutions that adapt to specific business needs.

DigiFi is a cloud-based financial CRM software that helps businesses process loan applications, handle official documents, generate performance reports, and more.

AccessPay is leading the way in driving digital transformation within finance and treasury teams, by modernising processes across banking operations, minimising the risk of fraud and error, enhancing efficiency and optimising cash visibility.

Backstop, a service of ION Analytics is an investment management platform for consultants, advisors & OCIOs, endowments & foundations, institutions & pensions, funds of funds, family offices, hedge funds, PE & VC enables Portfolio & Research Management, IR, Capital Raising, and Client Portal.

Data Management

Deal Management

Document Storage

Enterprise Risk Management

Fee Management

Liquidity Analysis

Modified Dietz Analysis

Operational Risk Management

Portfolio Modeling

Private Equity

Rate of Return Analysis

Real-Time Analytics

Role-Based Permissions

Scenario Planning

Task Management

Task Scheduling

Team Assignments

Template Management

Territory Management

Third-Party Integrations

Transaction History

Valuation Management

Vendor Management

Visual Analytics

Workflow Management

Backstop

Security options (2FA, SSO, IP locking) are excellent, and admin capabilities are very strong. Import meetings/notes from Outlook useful.

Operations & Compliance Associate

Backstop helps us successfully organize all of our investor information in a way that is easy for everyone to access. Looking up information about investors and their accounts is a quick process now.

Investment Analyst

Backstop's document management is my favorite feature. Not only can you properly organize documents coming from various places, but you can make them easily accessible to your entire team with ease.

Partner Relations Associate

There are so many fields to choose from, sometimes you are lost.

Investment Consulting Analyst

Navigation can be difficult. Sometimes I struggle to navigate the links between clients plans and vehicles.

Public Investments Intern 

I love the simplicity and ease of use of the software.

Client Engagement Associate

I like Backstop and it's important for our team to function.

Chief Administrative Officer

Lack of flexibility in the UI. Limited integration between contact data and account data.

Director of Investor Relations & Business Development

It is very intuitive and user-friendly. The sales/support team will work with you for any bespoke request and will help you customize the product to fit your firm and team's optimal needs.

Senior Director - Operations and Administration

Great tool for investment team to track meetings/calls as well as manage our massive database of documents.

The team has always been willing to help with initiatives we have in the system and overall, my organization views Backstop as a central hub for much of our investment management work.

Office Manager 

It's hard to organize the data. We always have duplicates.

Dynamo Software vs Backstop Comparison (2026)

Dynamo Software vs Backstop Comparison (2026)

Dynamo Software

Backstop

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

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