Dynamo CRM & Deal Management
7.3#2 in fund administration softwareFrom $1 a yearAndroidiOSWebAPI
VisitDynamo CRM & Deal Management vs Orion Portfolio Accounting
Orion Portfolio Accounting
6.8#4 in investment accounting softwareFrom $13,000 a yearAndroidiOSWebAPI
VisitWhat both publish
| Fact | Dynamo CRM & Deal Management | Orion Portfolio Accounting |
|---|---|---|
| Founded | 1998 | 1999 |
| Headquarters | Watertown, Massachusetts, USA | Omaha, Nebraska, United States |
| Integrations | Listed data-provider integrations include Preqin, PitchBook, Tracxn and SourceScrub. | Orion lists hundreds of integrations and an open API framework; its directory describes an AltExchange integration for aggregating, reporting, and billing alternative investments. |
| Purpose | All-in-one deal management software for investment teams in private capital markets. | Orion Portfolio Accounting provides portfolio accounting, performance reporting, and billing for financial advisors and financial firms. |
Dynamo CRM & Deal Management plans
- Subscription$1 a year
- Dynamo CRM & Deal ManagementPriced on request
Orion Portfolio Accounting plans
- Foundation$13,000 a year
- Essentials$18,000 a year
- Advantage$28,000 a year
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.
Pick Orion Portfolio Accounting if…
Orion Portfolio Accounting is intended for financial advisors, RIAs, broker-dealers, family offices, banks and trust companies, from solo practices to enterprise firms. It may suit firms seeking accounting, reporting, billing and alternative-asset workflows in one platform.