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Dynamo vs VestServe Comparison

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Overview

Dynamo is an investment management software for private equity, hedge funds, funds of funds, & institutional investors, which...

VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$

27500

/yryear
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.6

5

4

3

2

1

8

2

1

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

No reviews

5

4

3

2

1

0

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support

Pros

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.
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.
Dynamo is an easy platform to learn and implement to others. I like that there are always positive changes to the system which makes the system more user friendly.

Pros

Not enoughreviews yet

Cons

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

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review4 months ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features57
  • AIMR Compliance
  • API
  • Account Reconciliation
  • Accounting
  • Activity Tracking
  • Alerts/Notifications
  • Asset Management
  • Audit Trail
  • Automated Execution
  • Benchmarking
  • Bonds / Stocks
  • Breakpoint Management
  • CRM
  • Calendar Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Commodity Futures
  • Compliance Management
  • Compliance Tracking
  • Contact Management
  • Controls Audit
  • Credit Risk Management
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customization
  • Data Import/Export
  • Data Visualization
  • Debt Management
  • Derivative Valuation
  • Document Management
  • Document Storage
  • Electronic Signature
  • Fee Management
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Financial Risk Reporting
  • Fixed Asset Management
  • Flexible Allocation Methods
  • Flexible Data Models
  • For Buy-Side Firms
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Multi-Family Offices
  • For Offshore
  • For Real Estate
  • For Sell-Side Firms
  • For Venture Capital
  • Foreign Exchange Risks
  • Fraud Detection
  • Fund Management
  • General Ledger
  • Graphical Data Presentation
  • Hierarchy Management
  • Historical Reporting
  • Income & Balance Sheet
  • Interest Rate Risks
  • Investments Tracking
  • Investor Accounting
  • Investor Management
  • Investor Reporting
  • Lead Management
  • Limit Control
  • Liquidity Analysis
  • Loan Portfolio Management
  • Mail Merge
  • Manager Profiling
  • Market Risk Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Modeling & Simulation
  • Modified Dietz Analysis
  • Monitoring
  • Offline Access
  • Order Management
  • Partnership Accounting
  • Payroll & Commissions
  • Performance Analysis
  • Performance Metrics
  • Performance: Cash / No Cash
  • Performance: Time Period
  • Pipeline Management
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Profit/Loss Statement
  • Progress Tracking
  • Purchasing & Receiving
  • Rate of Return Analysis
  • Real Estate
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Analytics
  • Risk Management
  • Scenario Planning
  • Scheduled / Automated Reports
  • Self Service Portal
  • Status Tracking
  • Stress Tests
  • Tagging
  • Template Management
  • Third Party Integrations
  • Trade Tracking
  • Workflow Management
  • Total features85
  • AIMR Compliance
  • API
  • Account Reconciliation
  • Accounting
  • Activity Tracking
  • Alerts/Notifications
  • Asset Management
  • Audit Trail
  • Automated Execution
  • Benchmarking
  • Bonds / Stocks
  • Breakpoint Management
  • CRM
  • Calendar Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Commodity Futures
  • Compliance Management
  • Compliance Tracking
  • Contact Management
  • Controls Audit
  • Credit Risk Management
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customization
  • Data Import/Export
  • Data Visualization
  • Debt Management
  • Derivative Valuation
  • Document Management
  • Document Storage
  • Electronic Signature
  • Fee Management
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Financial Risk Reporting
  • Fixed Asset Management
  • Flexible Allocation Methods
  • Flexible Data Models
  • For Buy-Side Firms
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Multi-Family Offices
  • For Offshore
  • For Real Estate
  • For Sell-Side Firms
  • For Venture Capital
  • Foreign Exchange Risks
  • Fraud Detection
  • Fund Management
  • General Ledger
  • Graphical Data Presentation
  • Hierarchy Management
  • Historical Reporting
  • Income & Balance Sheet
  • Interest Rate Risks
  • Investments Tracking
  • Investor Accounting
  • Investor Management
  • Investor Reporting
  • Lead Management
  • Limit Control
  • Liquidity Analysis
  • Loan Portfolio Management
  • Mail Merge
  • Manager Profiling
  • Market Risk Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Modeling & Simulation
  • Modified Dietz Analysis
  • Monitoring
  • Offline Access
  • Order Management
  • Partnership Accounting
  • Payroll & Commissions
  • Performance Analysis
  • Performance Metrics
  • Performance: Cash / No Cash
  • Performance: Time Period
  • Pipeline Management
  • Portfolio Accounting
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Profit/Loss Statement
  • Progress Tracking
  • Purchasing & Receiving
  • Rate of Return Analysis
  • Real Estate
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Analytics
  • Risk Management
  • Scenario Planning
  • Scheduled / Automated Reports
  • Self Service Portal
  • Status Tracking
  • Stress Tests
  • Tagging
  • Template Management
  • Third Party Integrations
  • Trade Tracking
  • Workflow Management

Integrations

  • Total integrations6
  • Authorize.net
  • Dynamics 365
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier
  • Total integrations1
  • Authorize.net
  • Dynamics 365
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Dynamo vs. VestServe

See how Dynamo and VestServe stack up against each other by comparing features, pricing, ratings, integrations, security & more.