AtlasFive
6.0#13 in investment accounting softwareWeb
VisitAtlasFive vs Dynamo CRM & Deal Management
Dynamo CRM & Deal Management
7.3#2 in fund administration softwareFrom $1 a yearAndroidiOSWebAPI
VisitWhat both publish
| Fact | AtlasFive | Dynamo CRM & Deal Management |
|---|---|---|
| Data integrations | AtlasFive® provides access to more than 1,500 banks and custodians directly or through partner aggregators, with daily automated data-feed processing and aggregation. | Dynamo lists integrations with PitchBook, Preqin, FactSet, SourceScrub, Capital IQ, Dakota, and other data providers. |
| Founded | Eton Solutions was founded in 2015. | 1998 |
| Headquarters | Morrisville, North Carolina, United States | Watertown, Massachusetts, USA |
| Mobile access | The AtlasFive Mobile App gives family members access to net worth, investments, holdings, transactions, documents, approvals, bill submission, and secure messaging. | Dynamo Mobile provides access to deals, activities, companies, contacts, tasks, and documents on the go. |
| Purpose | AtlasFive® combines AI and data integration to manage more than 270 workflows across investment management, accounting, tax, document management, bill pay, transaction processing, fund accounting and trust accounting. | All-in-one deal management software for investment teams in private capital markets. |
AtlasFive plans
- AtlasFive®Priced on request
Dynamo CRM & Deal Management plans
- Subscription$1 a year
- Dynamo CRM & Deal ManagementPriced on request
Pick AtlasFive if…
It is designed for single- and multi-family offices, wealth owners, registered investment advisors, business managers, private-equity firms, and partners. Its workflows and trust tools may suit organizations managing complex accounting, investment, and document operations.
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.