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Best Dynamo CRM & Deal Management Alternatives in 2026

Updated

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

  1. 1
    Sharesight Free plan AndroidapiiOSWeb $7/mo7.4
    Dynamo CRM & Deal Management vs Sharesight
  2. 2
    Snowball Analytics Free plan AndroidiOSWeb $6.67/mo7.4
    Dynamo CRM & Deal Management vs Snowball Analytics
  3. 3
    Portfolio Performance Free plan AndroidiOSLinuxMacWin $2.08/mo7.4
    Dynamo CRM & Deal Management vs Portfolio Performance
  4. 4
    Stock Rover Free plan AndroidiOSWebWin $2/mo7.4
    Dynamo CRM & Deal Management vs Stock Rover
  5. 5
    Finary Free plan AndroidiOSMacWeb €4.58/mo7.3
    Dynamo CRM & Deal Management vs Finary
  6. 6
    getquin Free plan AndroidiOSWeb €749.92/mo7.1
    Dynamo CRM & Deal Management vs getquin
  7. 7
    BlackRock Aladdin apiWeb 7.0
    Dynamo CRM & Deal Management vs BlackRock Aladdin
  8. 8
    rotki Free plan LinuxMacself-hostedWin €9/mo7.0
    Dynamo CRM & Deal Management vs rotki
  9. 9
    Wealthfolio Free plan iOSLinuxMacself-hostedWeb $2.99/mo7.0
    Dynamo CRM & Deal Management vs Wealthfolio
  10. 10
    Temenos Wealth Front Office apiself-hostedWeb 6.9
    Dynamo CRM & Deal Management vs Temenos Wealth Front Office
  11. 11
    CGI Wealth360 Portfolio Management AndroidapiiOSWeb 6.9
    Dynamo CRM & Deal Management vs CGI Wealth360 Portfolio Management
  12. 12
    Addepar AndroidapiiOSWeb 6.9
    Dynamo CRM & Deal Management vs Addepar
  13. 13
    QPLIX AndroidapiiOSMacself-hosted 6.9
    Dynamo CRM & Deal Management vs QPLIX
  14. 14
    Bloomberg AIM self-hosted 6.8
    Dynamo CRM & Deal Management vs Bloomberg AIM
  15. 15
    SS&C Advent Geneva apiself-hostedWeb 6.8
    Dynamo CRM & Deal Management vs SS&C Advent Geneva
  16. 16
    Tamarac AndroidapiiOSWeb 6.8
    Dynamo CRM & Deal Management vs Tamarac
  17. 17
    WealthSpectrum AndroidapiiOSself-hostedWeb 6.8
    Dynamo CRM & Deal Management vs WealthSpectrum
  18. 18
    PortfolioPilot Free plan Web $20/mo6.8
    Dynamo CRM & Deal Management vs PortfolioPilot
  19. 19
    SimCorp One 6.7
    Dynamo CRM & Deal Management vs SimCorp One
  20. 20
    Advyzon AndroidiOSWeb 6.7
    Dynamo CRM & Deal Management vs Advyzon

Dynamo CRM & Deal Management alternatives compared

#AppScoreFree planFromRuns on
1Sharesight7.4Free plan$7/moAndroid, API, iOS, Web
2Snowball Analytics7.4Free plan$6.67/moAndroid, iOS, Web
3Portfolio Performance7.4Free plan$2.08/moAndroid, iOS, Linux, Mac, Windows
4Stock Rover7.4Free plan$2/moAndroid, iOS, Web, Windows
5Finary7.3Free plan€4.58/moAndroid, iOS, Mac, Web
6getquin7.1Free plan€749.92/moAndroid, iOS, Web
7BlackRock Aladdin7.0API, Web
8rotki7.0Free plan€9/moLinux, Mac, self-hosted, Windows
9Wealthfolio7.0Free plan$2.99/moiOS, Linux, Mac, self-hosted, Web, Windows
10Temenos Wealth Front Office6.9API, self-hosted, Web
11CGI Wealth360 Portfolio Management6.9Android, API, iOS, Web
12Addepar6.9Android, API, iOS, Web
13QPLIX6.9Android, API, iOS, Mac, self-hosted, Web, Windows
14Bloomberg AIM6.8self-hosted
15SS&C Advent Geneva6.8API, self-hosted, Web
16Tamarac6.8Android, API, iOS, Web
17WealthSpectrum6.8Android, API, iOS, self-hosted, Web
18PortfolioPilot6.8Free plan$20/moWeb
19SimCorp One6.7
20Advyzon6.7Android, iOS, Web
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Questions about Dynamo CRM & Deal Management alternatives

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

Sharesight, number 1 in portfolio management software with a score of 7.4 out of 10. The others here: Snowball Analytics, Portfolio Performance, Stock Rover and 16 more.

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

Sharesight is the best-ranked alternative with a free plan. 9 of the 20 alternatives here publish a free plan on their own pricing pages.

How are these alternatives ranked?

Ranked free-and-open first: a usable free tier and open-source code, then the platforms it runs on and its documentation.