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Best Dynamo CRM & Deal Management Alternatives in 2026

Updated

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

  1. 1
    Stock Rover Free plan AndroidiOSWebWin $2/mo8.7
    Dynamo CRM & Deal Management vs Stock Rover
  2. 2
    Portfolio Performance Free plan AndroidiOSLinuxMacWin $2.08/mo8.5
    Dynamo CRM & Deal Management vs Portfolio Performance
  3. 3
    Snowball Analytics Free plan AndroidiOSWeb $6.67/mo8.4
    Dynamo CRM & Deal Management vs Snowball Analytics
  4. 4
    QPLIX AndroidapiiOSMacself-hosted 8.2
    Dynamo CRM & Deal Management vs QPLIX
  5. 5
    Sharesight Free plan AndroidapiiOSWeb $7/mo8.2
    Dynamo CRM & Deal Management vs Sharesight
  6. 6
    Finary Free plan AndroidiOSMacWeb €4.58/mo8.2
    Dynamo CRM & Deal Management vs Finary
  7. 7
    Enfusion iOSLinuxMacWebWin 8.0
    Dynamo CRM & Deal Management vs Enfusion
  8. 8
    getquin Free plan AndroidiOSWeb €749.92/mo8.0
    Dynamo CRM & Deal Management vs getquin
  9. 9
    BlackRock Aladdin apiWeb 7.9
    Dynamo CRM & Deal Management vs BlackRock Aladdin
  10. 10
    CGI Wealth360 Portfolio Management AndroidapiiOSWeb 7.9
    Dynamo CRM & Deal Management vs CGI Wealth360 Portfolio Management
  11. 11
    Black Diamond Wealth Solutions AndroidapiiOSWeb 7.9
    Dynamo CRM & Deal Management vs Black Diamond Wealth Solutions
  12. 12
    Addepar AndroidapiiOSWeb 7.9
    Dynamo CRM & Deal Management vs Addepar
  13. 13
    Advyzon AndroidiOSWeb 7.9
    Dynamo CRM & Deal Management vs Advyzon
  14. 14
    Temenos Wealth Front Office apiself-hostedWeb 7.8
    Dynamo CRM & Deal Management vs Temenos Wealth Front Office
  15. 15
    FundCount apiLinuxMacself-hostedWeb $1204.17/mo7.8
    Dynamo CRM & Deal Management vs FundCount
  16. 16
    WealthSpectrum AndroidapiiOSself-hostedWeb 7.8
    Dynamo CRM & Deal Management vs WealthSpectrum
  17. 17
    Kubera Free trial AndroidiOSWeb $20.83/mo7.8
    Dynamo CRM & Deal Management vs Kubera
  18. 18
    Wealthfolio Free plan iOSLinuxMacself-hostedWeb $2.99/mo7.8
    Dynamo CRM & Deal Management vs Wealthfolio
  19. 19
    Morningstar Office iOSWeb 7.7
    Dynamo CRM & Deal Management vs Morningstar Office
  20. 20
    SS&C Advent Geneva apiself-hostedWeb 7.7
    Dynamo CRM & Deal Management vs SS&C Advent Geneva

Dynamo CRM & Deal Management alternatives compared

#ToolScoreFree planFromRuns on
1Stock Rover8.7Free plan$2/moAndroid, iOS, Web, Windows
2Portfolio Performance8.5Free plan$2.08/moAndroid, iOS, Linux, Mac, Windows
3Snowball Analytics8.4Free plan$6.67/moAndroid, iOS, Web
4QPLIX8.2Android, API, iOS, Mac, self-hosted, Web, Windows
5Sharesight8.2Free plan$7/moAndroid, API, iOS, Web
6Finary8.2Free plan€4.58/moAndroid, iOS, Mac, Web
7Enfusion8.0iOS, Linux, Mac, Web, Windows
8getquin8.0Free plan€749.92/moAndroid, iOS, Web
9BlackRock Aladdin7.9API, Web
10CGI Wealth360 Portfolio Management7.9Android, API, iOS, Web
11Black Diamond Wealth Solutions7.9Android, API, iOS, Web
12Addepar7.9Android, API, iOS, Web
13Advyzon7.9Android, iOS, Web
14Temenos Wealth Front Office7.8API, self-hosted, Web
15FundCount7.8No$1204.17/moAPI, Linux, Mac, self-hosted, Web, Windows
16WealthSpectrum7.8Android, API, iOS, self-hosted, Web
17Kubera7.8No$20.83/moAndroid, iOS, Web
18Wealthfolio7.8Free plan$2.99/moiOS, Linux, Mac, self-hosted, Web, Windows
19Morningstar Office7.7iOS, Web
20SS&C Advent Geneva7.7API, self-hosted, Web
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Questions about Dynamo CRM & Deal Management alternatives

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

Stock Rover, number 1 in portfolio management software with a score of 8.7 out of 10. The others here: Portfolio Performance, Snowball Analytics, QPLIX and 16 more.

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

Stock Rover is the best-ranked alternative with a free plan. 7 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, the fullest spec sheet first: how deeply the product is documented, the platforms it runs on, a free tier or trial to test it, and its standing.