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Dynamo vs Yardi Investment Manager Comparison

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Overview

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

Yardi Investment Manager is an all-in-one solution for managing investor relations, automating the subscription agreement...

  • 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

Video & Screenshots

Pricing

Starting from

No info

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

No info

  • 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.

JS

Jennifer S.

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.

LY

Lydia Y.

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.

LV

Linda V.

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.

MW

Mac W.

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.

CP

Christie P.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review7 months ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features57
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Asset Management
  • Audit Trail
  • Benchmarking
  • CRM
  • Calendar Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Email Alerts
  • Email Templates
  • Email Tracking
  • Financial Analysis
  • Financial Reporting
  • Fixed Asset Management
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Investment Advisors
  • For Multi-Family Offices
  • For Real Estate
  • For Venture Capital
  • Fund Management
  • General Ledger
  • Interaction Tracking
  • Investments Tracking
  • Investor Accounting
  • Investor Reporting
  • Lead Management
  • Mail Merge
  • Microsoft Outlook Integration
  • Mobile Access
  • Modeling & Simulation
  • Monitoring
  • Offline Access
  • Partnership Accounting
  • Performance Analysis
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Portfolio Analysis
  • Portfolio Management
  • Progress Tracking
  • Real Estate
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Management
  • Scheduled / Automated Reports
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Summary Reports
  • Tagging
  • Task Scheduling
  • Template Management
  • Third Party Integrations
  • Visual Analytics
  • Workflow Management
  • Total features44
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Asset Management
  • Audit Trail
  • Benchmarking
  • CRM
  • Calendar Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Contact Database
  • Contact Management
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Email Alerts
  • Email Templates
  • Email Tracking
  • Financial Analysis
  • Financial Reporting
  • Fixed Asset Management
  • For Family Offices
  • For Fund of Funds
  • For Hedge Funds
  • For Investment Advisors
  • For Multi-Family Offices
  • For Real Estate
  • For Venture Capital
  • Fund Management
  • General Ledger
  • Interaction Tracking
  • Investments Tracking
  • Investor Accounting
  • Investor Reporting
  • Lead Management
  • Mail Merge
  • Microsoft Outlook Integration
  • Mobile Access
  • Modeling & Simulation
  • Monitoring
  • Offline Access
  • Partnership Accounting
  • Performance Analysis
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Portfolio Analysis
  • Portfolio Management
  • Progress Tracking
  • Real Estate
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Management
  • Scheduled / Automated Reports
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Summary Reports
  • Tagging
  • Task Scheduling
  • Template Management
  • Third Party Integrations
  • Visual Analytics
  • Workflow Management

Integrations

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