Allvue Investment Management
6.1#10 in fund administration softwareWebExtension
VisitAllvue Investment Management vs Dynamo CRM & Deal Management
Dynamo CRM & Deal Management
7.3#2 in fund administration softwareFrom $1 a yearAndroidiOSWebAPI
VisitWhat both publish
| Fact | Allvue Investment Management | Dynamo CRM & Deal Management |
|---|---|---|
| Company history | Allvue’s company timeline says Vista Equity Partners acquired AltaReturn and merged it with Black Mountain to form Allvue in 2019. | Dynamo states that the company was founded as Netage Solutions during the 1998–2002 period and later changed its corporate name to Dynamo Software. |
| Founded | 2019 | 1998 |
| Headquarters | Miami, Florida, United States | Watertown, Massachusetts, USA |
| Integrations | Allvue says Portfolio Management integrates with Research Management, Trade Order Management, and Pipeline Management, and can integrate third-party, accounting, and trade data with financial models. | Listed data-provider integrations include Preqin, PitchBook, Tracxn and SourceScrub. |
| Purpose | The front-office platform helps credit asset managers manage exposures, risk, and performance across the investment lifecycle. | All-in-one deal management software for investment teams in private capital markets. |
Allvue Investment Management plans
- Allvue Portfolio ManagementPriced on request
Dynamo CRM & Deal Management plans
- Subscription$1 a year
- Dynamo CRM & Deal ManagementPriced on request
Pick Allvue Investment Management if…
It is designed for credit asset managers, including those managing private debt, CLO, and public credit strategies. Its analytics, reporting, and workflow capabilities are relevant to teams managing those portfolios.
Pick Dynamo CRM & Deal Management if…
It suits private capital investment teams that need deal tracking, relationship intelligence, document management, and configurable workflows. Teams seeking mobile access and integrations with email, calendars, and data providers may also find its listed capabilities relevant.