--- description: Detaillierte Informationen über Dynamo Software zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Dynamo Software Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026 --- Breadcrumb: [Startseite](/) > [Hedge-Fund Software](/directory/10060/hedge-fund/software) > [Dynamo Software](/software/67068/dynamo) # Dynamo Software Canonical: https://www.capterra.ch/software/67068/dynamo Seite: 1 / 3\ Weiter: [Nächste Seite](https://www.capterra.ch/software/67068/dynamo?page=2) > Hervorragende cloudbasierte Investment-Management-Software zur Optimierung des Betriebs für Fondsmanager und institutionelle Investoren. > > Bewertung: **4.6/5** von 34 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet Dynamo Software? Investmentmanager in vielen Branchen einschließlich Hedgefonds, Dachfonds, Private Equity, Venturekapital, institutionellen Investoren, Family Offices/Vermögensverwaltern, Prime Brokerages und Fondsverwaltern. ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.6/5** | 34 Nutzerbewertungen | | Bedienkomfort | 4.4/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.7/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.6/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.5/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 90% | (9/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Dynamo Software - **Region**: Watertown, USA - **Gegründet**: 1998 ## Gewerblicher Kontext - **Startpreis**: $ 1.00 - **Zielgruppe**: 2–10, 11–50, 51–200, 201–500, 501–1'000, 1'001–5'000, 5'001–10'000, 10'000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert, Windows (On-Premise), Linux (On-Premise), Android (mobil), iPhone (mobil), iPad (mobil) - **Unterstützte Sprachen**: Bulgarisch, Chinesisch (traditionell), Englisch - **Verfügbare Länder**: Amerikanische Jungferninseln, Anguilla, Antigua und Barbuda, Argentinien, Aruba, Australien, Bahamas, Barbados, Belgien, Belize, Bermuda, Bolivien, Brasilien, Britische Jungferninseln, Bulgarien, Chile, China, Costa Rica, Deutschland, Dominica und 68 weitere ## Funktionen - Aktivitäts-Dashboard - Alarmfunktion / Benachrichtigungen - Benchmarking - Berichterstattung / Analyse - Bonds/Stocks - Budgetierung/Prognosen - Compliance-Verfolgung - Dokumentenmanagement - E-Mail Marketing - E-Mail-Vorlagen - Finanzanalyse - Finanzberichterstattung - Finanzmanagement - For Financial Institutions - Forderungen - Investment-Tracking - Investor-Berichterstattung - Kampagnenmanagement - Kontaktmanagement - Kontenabgleich - Kunden-Objekt-Abstimmung - Kundendatenbank - Kundenmanagement - Kundenportal - Leadmanagement - Leistungskennzahlen - Marketing-Automatisierung - Pipeline-Management - Portfolio-Neuausrichtung - Portfolioanalyse - Portfoliomanagement - Risikomanagement - Segmentierung - Verbindlichkeiten - Werkzeuge zur Zusammenarbeit - Workflow-Management ## Integrationen (24 insgesamt) - Bloomberg Terminal - Box - Crunchbase - Dakota Series - Docusign - Dropbox Business - Excel Add-ins - FactSet - Gmail - Highcharts - Microsoft 365 - Microsoft Authenticator - Microsoft Excel - Microsoft Outlook - Microsoft Power BI ... und 9 weitere Integrationen ## Optionen für Kundensupport - E-Mail/Helpdesk - FAQ/Forum - Wissensdatenbank - Telefon-Support - 24/7 Live-Support - Chat ## Category - [Hedge-Fund Software](https://www.capterra.ch/directory/10060/hedge-fund/software) ## Ähnliche Kategorien - [Hedge-Fund Software](https://www.capterra.ch/directory/10060/hedge-fund/software) - [Anlagenverwaltung Software](https://www.capterra.ch/directory/20010/investment-management/software) - [CRM Software für Banken & Finanzdienstleister](https://www.capterra.ch/directory/30562/financial-crm/software) - [Fondsbuchhaltung Software](https://www.capterra.ch/directory/30114/fund-accounting/software) - [CRM Software für Immobilienagenturen](https://www.capterra.ch/directory/30926/real-estate-crm/software) ## Alternativen 1. [Backstop](https://www.capterra.ch/software/169054/backstop) — 4.3/5 (46 reviews) 2. [monday.com](https://www.capterra.ch/software/147657/monday-com) — 4.6/5 (5726 reviews) 3. [Unity](https://www.capterra.ch/software/1036792/unity) — 5.0/5 (3 reviews) 4. [Allvue](https://www.capterra.ch/software/122634/allvue-systems) — 5.0/5 (1 reviews) 5. [DealCloud](https://www.capterra.ch/software/139967/dealcloud) — 4.5/5 (21 reviews) ## Nutzerbewertungen ### "Agrxis Review on Dynamo" — 5.0/5 > **Joseph** | *16. Mai 2023* | Tiefbau | Empfehlungsbewertung: 10.0/10 > > **Vorteile**: I'm excited to discuss my favorite aspects of Dynamo Software. Its broad and integrated nature is, in my opinion, its most notable aspect. I can access a variety of capabilities with Dynamo, including accounting, document management, contact management, investor reporting, client portal, real estate management, lead management, and real estate administration, all on a one platform. My efficiency has increased dramatically as a result of this centralized strategy, which does away with the necessity for many ad hoc systems or manual procedures. Everything being in one location makes it easy for me to switch between modules, have access to important data, and complete tasks. The user experience is further improved by the user-friendly design and simple navigation. Additionally, Dynamo's flexibility to modify and adapt the platform to my particular specifications has been priceless in enabling me to modify it to fit my particular processes and demands. > > **Nachteile**: Thus far, my experience with Dynamo has been very positive and I have not encountered any issues or concerns. > > For me, using Dynamo to manage my finances and business operations has been a game-changer. The platform provides a full range of functions, including document management, contact management, investor reporting, client portal, real estate administration, lead management, investment tracking, and accounting, that are tailored to my particular needs. My process has been substantially improved and the need for additional systems has been removed thanks to the smooth connectivity between these components. I like the platform's user-friendly interface and simple navigation since they make it simple for me to get about and find the information I need. I was able to adapt Dynamo to my particular workflows and requirements because to the customization possibilities. I can now make data-driven decisions and learn a lot about my investments and business operations thanks to the powerful reporting and analytics features. Overall, Dynamo has exceeded my expectations and has given me the tools and functionality I need to successfully manage my investments. ----- ### "Ease of Use and Implementation for Better Investment Tracking" — 5.0/5 > **Ben** | *16. Oktober 2025* | Vermögensverwaltung | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: Dynamo allows our office to more easily track our large list of manager relationships, memorialize key interactions, improve searchability and document storage vs OneDrive/Outlook, and allows for easy distribution of meeting notes. The system is very user friendly and easy to navigate. > > **Nachteile**: The platform is largely easy to user, but I do wish there was more colors or other differentiation in the UI. > > Easy to implement in our organization, ancillary features like Outlook add-in are working as expected and the ease of referring back to prior notes/meetings is a huge benefit vs our old Sharedrive and email use. Dynamo will be a huge addition to our investment workflow and allow for quicker decision-making in managing our portfolio. ----- ### "Dynamo/Preqin Review" — 3.0/5 > **Thomas** | *30. März 2020* | Vermögensverwaltung | Empfehlungsbewertung: 6.0/10 > > **Vorteile**: Centralized database. Designed to be the single source of truth on financials. > > **Nachteile**: Difficulty in making changes to the excel upload template (customer support needed). Limited UI flexibility. Excel input to database. > > Customer support has been great. There is room to improve on ease of customization by the user, as well as, data upload alternatives to Excel. Customization on next iteration looks interesting . ----- ### "Dynamo - Still a Good Tool to Pick" — 5.0/5 > **Mehran** | *8. Juli 2024* | Bau | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: Automatisation, Time saved doing redundant tasks > > **Nachteile**: Learning period/curve, time needed to create a script ----- ### "Business smart with Dynamo" — 4.0/5 > **Abhijeet** | *8. April 2022* | Bau | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: The basis and nessaary features about the software is good. > > **Nachteile**: Pricing may be high in compare to other. > > My overall experience is good with this software we are doing a lot of business through this software. ----- Seite: 1 / 3\ Weiter: [Nächste Seite](https://www.capterra.ch/software/67068/dynamo?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.ch/software/67068/dynamo) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | | sv | | ----- ## Strukturierte Daten