Dynamo Review

Our score: 7.3 User satisfaction: N/A

What is Dynamo?

Dynamo Software (formerly Netage Solutions) is a highly configurable, feature-rich investment and asset management solution built purposely for fund managers, endowments, pensions, foundations, service providers, institutional investors, and M&A teams. It is a cloud-based software suite that drives capital raising, CRM, research management, deal management, partnership accounting, manager tracking, and acquisition management. The platform powers the alternative investments industry with industry-specific solutions that streamline operations while handling the increasingly intricate regulatory requirements.

Dynamo Software addresses the front-to-back office hurdles across service providers, GPs, and LPs operating in the alternative investment space. In addition, it provides powerful integration options that remove the barriers to expedient and efficient alternative investment operations. Some of its notable features include deal management, manager tracking, fundraising, compliance, reporting, investor servicing, investor portal, and workflow automation.

Overview of Dynamo Benefits

Dynamo Software is a next-gen asset management software built specifically for the alternative investment industry. It is a comprehensive suite of powerful solutions that streamline daily routines to improve the productivity of investment teams worldwide. The platform delivers the following benefits:

Easy to implement

Dynamo Software is more of a configurable solution than a customizable product. The application is built to be easy to implement and doesn’t require the help of professional IT staff to deploy. Its administrative dashboards allow users to tweak the look and feel of this solution. Its configurability shortens the implementation times while the adjustable dashboards offer seamless user experience.

Reliable CRM

In addition, Dynamo Software features a CRM module built to simplify and empower strong relationship management in the private investment industry. The CRM functionality allows users to handle the diverse operational needs of the alternative investment industry with unique workflows and data management strategies. Besides, the module enables businesses to address increasing compliance requirements.

Powerful investment research

Better still, Dynamo Software has a robust investment research functionality. This feature enables managers to automatically collect future investment research and store data logically. This, coupled with workflow automation, helps centralize information and steers organizations to become data-driven through automated task assignments, data changes, reporting, notifications, and authenticated approvals. Workflow automation capabilities enable companies to accurately drive processes to achieve business goals.

Overview of Dynamo Features

  • CRM
  • Deal management
  • Contact management
  • Manager tracking
  • Investor relations
  • Data analysis
  • Compliance
  • Performance tracking
  • Fundraising
  • Accounting
  • Reporting
  • Portfolio tracking
  • Research management

Dynamo Position In Our Categories

Because companies have their own business requirements, it is only practical they avoid purchasing an all-encompassing, ”best” business program. Nevertheless, it is hard to try to stumble on such application even among sought-after software systems. The sensible thing to do would be to write the various key factors that demand investigation including critical features, pricing, technical skill aptitude of staff, company size, etc. After which, you must follow through your research thoroughly. Read some Dynamo analyses and explore the other software options in your shortlist in detail. Such all-encompassing research guarantee you weed out mismatched apps and choose the system which provides all the features you require company requires to realize efficiency.

Position of Dynamo in our main categories:

TOP 500

Dynamo is one of the top 500 CRM Software products

If you are interested in Dynamo it could also be sensible to check out other subcategories of CRM Software listed in our base of SaaS software reviews.

Organizations have unique wants and requirements and no software solution can be ideal in such a situation. It is futile to try to find an ideal out-of-the-box software product that meets all your business needs. The intelligent thing to do would be to adapt the application for your specific needs, staff member skill levels, budget, and other aspects. For these reasons, do not rush and pay for well-publicized leading applications. Though these may be widely used, they may not be the perfect fit for your unique wants. Do your research, investigate each short-listed platform in detail, read a few Dynamo CRM Software reviews, call the maker for explanations, and finally settle for the product that provides what you require.

How Much Does Dynamo Cost?

Dynamo Pricing Plans:

Free Trial

Quote-based Plan

Contact Vendor

Dynamo only provides enterprise pricing details on request. Contact the vendor for a complete price description.

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Dynamo reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Dynamo. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.


Technical details

Devices Supported

  • Web-based


  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Dynamo pricing details?

Dynamo Pricing Plans:

Free Trial

Quote-based Plan

Contact Vendor

Dynamo only provides enterprise pricing details on request. Contact the vendor for a complete price description.

What integrations are available for Dynamo?

Dynamo integrates with:

  • FactSet

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Reviewed By Louie Andre
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