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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/mo8.9
    Dynamo CRM & Deal Management vs Sharesight
  2. 2
    Snowball Analytics Free plan AndroidiOSWeb $6.67/mo8.8
    Dynamo CRM & Deal Management vs Snowball Analytics
  3. 3
    Stock Rover Free plan AndroidiOSWebWin $2/mo8.8
    Dynamo CRM & Deal Management vs Stock Rover
  4. 4
    Morningstar Office iOSWeb 8.7
    Dynamo CRM & Deal Management vs Morningstar Office
  5. 5
    CGI Wealth360 Portfolio Management AndroidapiiOSWeb 8.7
    Dynamo CRM & Deal Management vs CGI Wealth360 Portfolio Management
  6. 6
    Addepar AndroidapiiOSWeb 8.7
    Dynamo CRM & Deal Management vs Addepar
  7. 7
    WealthSpectrum AndroidapiiOSself-hostedWeb 8.6
    Dynamo CRM & Deal Management vs WealthSpectrum
  8. 8
    QPLIX AndroidapiiOSMacself-hosted 8.6
    Dynamo CRM & Deal Management vs QPLIX
  9. 9
    Portfolio Performance Free plan AndroidiOSLinuxMacWin $2.08/mo8.6
    Dynamo CRM & Deal Management vs Portfolio Performance
  10. 10
    Tamarac WebiOSAndroid 8.5
    Dynamo CRM & Deal Management vs Tamarac
  11. 11
    Finary Free plan AndroidiOSMacWeb €4.58/mo8.5
    Dynamo CRM & Deal Management vs Finary
  12. 12
    Black Diamond Wealth Solutions AndroidapiiOSWeb 8.4
    Dynamo CRM & Deal Management vs Black Diamond Wealth Solutions
  13. 13
    getquin Free plan AndroidiOSWeb €749.92/mo8.4
    Dynamo CRM & Deal Management vs getquin
  14. 14
    Landytech Sesame One AndroidapiiOSWeb 8.3
    Dynamo CRM & Deal Management vs Landytech Sesame One
  15. 15
    Xplan AndroidapiiOSWeb 8.3
    Dynamo CRM & Deal Management vs Xplan
  16. 16
    Enfusion iOSLinuxMacWebWin 8.3
    Dynamo CRM & Deal Management vs Enfusion
  17. 17
    Asset Vantage WebiOSAndroid 8.2
    Dynamo CRM & Deal Management vs Asset Vantage
  18. 18
    Asora AndroidiOSWeb $300/mo8.2
    Dynamo CRM & Deal Management vs Asora
  19. 19
    Orion Portfolio Accounting AndroidapiiOSWeb $1083.33/mo8.1
    Dynamo CRM & Deal Management vs Orion Portfolio Accounting
  20. 20
    Kubera Free trial AndroidiOSWeb $20.83/mo8.1
    Dynamo CRM & Deal Management vs Kubera

Dynamo CRM & Deal Management alternatives compared

#AppScoreFree planFromRuns on
1Sharesight8.9Free plan$7/moAndroid, API, iOS, Web
2Snowball Analytics8.8Free plan$6.67/moAndroid, iOS, Web
3Stock Rover8.8Free plan$2/moAndroid, iOS, Web, Windows
4Morningstar Office8.7No—iOS, Web
5CGI Wealth360 Portfolio Management8.7No—Android, API, iOS, Web
6Addepar8.7No—Android, API, iOS, Web
7WealthSpectrum8.6No—Android, API, iOS, self-hosted, Web
8QPLIX8.6No—Android, API, iOS, Mac, self-hosted, Web, Windows
9Portfolio Performance8.6Free plan$2.08/moAndroid, iOS, Linux, Mac, Windows
10Tamarac8.5No—Web, iOS, Android
11Finary8.5Free plan€4.58/moAndroid, iOS, Mac, Web
12Black Diamond Wealth Solutions8.4No—Android, API, iOS, Web
13getquin8.4Free plan€749.92/moAndroid, iOS, Web
14Landytech Sesame One8.3No—Android, API, iOS, Web
15Xplan8.3No—Android, API, iOS, Web
16Enfusion8.3No—iOS, Linux, Mac, Web, Windows
17Asset Vantage8.2No—Web, iOS, Android
18Asora8.2No$300/moAndroid, iOS, Web
19Orion Portfolio Accounting8.1No$1083.33/moAndroid, API, iOS, Web
20Kubera8.1No$20.83/moAndroid, 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 8.9 out of 10. The others here: Snowball Analytics, Stock Rover, Morningstar Office and 16 more.

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

Sharesight is the best-ranked alternative with a free plan. 6 of the 20 alternatives here publish a free plan on their own pricing pages.

How are these alternatives ranked?

Ranked mobile-first: a phone app alongside the web or desktop product, a free tier and the depth of its documentation.