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Best Dynamo CRM & Deal Management Alternatives in 2026

Updated

20 platforms from portfolio management software ranked against Dynamo CRM & Deal Management on the same published basis.

  1. 1
    BlackRock Aladdin apiWeb 8.4
    Dynamo CRM & Deal Management vs BlackRock Aladdin
  2. 2
    Temenos Wealth Front Office apiself-hostedWeb 8.3
    Dynamo CRM & Deal Management vs Temenos Wealth Front Office
  3. 3
    CGI Wealth360 Portfolio Management AndroidapiiOSWeb 8.2
    Dynamo CRM & Deal Management vs CGI Wealth360 Portfolio Management
  4. 4
    SS&C Advent Geneva apiself-hostedWeb 8.2
    Dynamo CRM & Deal Management vs SS&C Advent Geneva
  5. 5
    Sharesight Free plan AndroidapiiOSWeb $7/mo8.2
    Dynamo CRM & Deal Management vs Sharesight
  6. 6
    Black Diamond Wealth Solutions AndroidapiiOSWeb 8.1
    Dynamo CRM & Deal Management vs Black Diamond Wealth Solutions
  7. 7
    Addepar AndroidapiiOSWeb 8.1
    Dynamo CRM & Deal Management vs Addepar
  8. 8
    WealthSpectrum AndroidapiiOSself-hostedWeb 8.0
    Dynamo CRM & Deal Management vs WealthSpectrum
  9. 9
    QPLIX AndroidapiiOSMacself-hosted 8.0
    Dynamo CRM & Deal Management vs QPLIX
  10. 10
    FundCount apiLinuxMacself-hostedWeb $1204.17/mo7.9
    Dynamo CRM & Deal Management vs FundCount
  11. 11
    Landytech Sesame One AndroidapiiOSWeb 7.8
    Dynamo CRM & Deal Management vs Landytech Sesame One
  12. 12
    Xplan AndroidapiiOSWeb 7.8
    Dynamo CRM & Deal Management vs Xplan
  13. 13
    Orion Portfolio Accounting AndroidapiiOSWeb $1083.33/mo7.7
    Dynamo CRM & Deal Management vs Orion Portfolio Accounting
  14. 14
    Charles River IMS apiWeb 7.7
    Dynamo CRM & Deal Management vs Charles River IMS
  15. 15
    Clearwater Analytics apiWeb 7.7
    Dynamo CRM & Deal Management vs Clearwater Analytics
  16. 16
    Corporater Investment Portfolio Management apiself-hostedWeb 7.6
    Dynamo CRM & Deal Management vs Corporater Investment Portfolio Management
  17. 17
    Juniper Square AndroidapiiOSWeb 7.5
    Dynamo CRM & Deal Management vs Juniper Square
  18. 18
    FinFolio AndroidapiiOSself-hostedWeb 7.4
    Dynamo CRM & Deal Management vs FinFolio
  19. 19
    CoinTracking Free plan AndroidapiiOSWeb $4.08/mo7.2
    Dynamo CRM & Deal Management vs CoinTracking
  20. 20
    Linedata Global Hedge apiself-hostedWin 7.1
    Dynamo CRM & Deal Management vs Linedata Global Hedge

Dynamo CRM & Deal Management alternatives compared

#PlatformScoreFree planFromRuns on
1BlackRock Aladdin8.4API, Web
2Temenos Wealth Front Office8.3API, self-hosted, Web
3CGI Wealth360 Portfolio Management8.2Android, API, iOS, Web
4SS&C Advent Geneva8.2API, self-hosted, Web
5Sharesight8.2Free plan$7/moAndroid, API, iOS, Web
6Black Diamond Wealth Solutions8.1Android, API, iOS, Web
7Addepar8.1Android, API, iOS, Web
8WealthSpectrum8.0Android, API, iOS, self-hosted, Web
9QPLIX8.0Android, API, iOS, Mac, self-hosted, Web, Windows
10FundCount7.9No$1204.17/moAPI, Linux, Mac, self-hosted, Web, Windows
11Landytech Sesame One7.8Android, API, iOS, Web
12Xplan7.8Android, API, iOS, Web
13Orion Portfolio Accounting7.7No$1083.33/moAndroid, API, iOS, Web
14Charles River IMS7.7API, Web
15Clearwater Analytics7.7API, Web
16Corporater Investment Portfolio Management7.6API, self-hosted, Web
17Juniper Square7.5Android, API, iOS, Web
18FinFolio7.4Android, API, iOS, self-hosted, Web
19CoinTracking7.2Free plan$4.08/moAndroid, API, iOS, Web
20Linedata Global Hedge7.1API, self-hosted, Windows
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Questions about Dynamo CRM & Deal Management alternatives

What is the best alternative to Dynamo CRM & Deal Management?

BlackRock Aladdin, number 1 in portfolio management software with a score of 8.4 out of 10. The others here: Temenos Wealth Front Office, CGI Wealth360 Portfolio Management, SS&C Advent Geneva and 16 more.

What is the best free alternative to Dynamo CRM & Deal Management?

Sharesight is the best-ranked alternative with a free plan. 2 of the 20 alternatives here publish a free plan on their own pricing pages.

How are these alternatives ranked?

Ranked on what each maker publishes, open and connectable first: a public API, open-source code, the depth of its documentation and a free tier to try it on. Model lists are sorted by the figure in their title, exactly as each provider publishes it.