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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Dynamo Software

    Score9 out of 10
    N/ADynamo Software is a purpose-built investment management platform that can support the entire private market investment lifecycle. It offers modules for CRM, deal management, investor relations, investor portal, portfolio monitoring, fund accounting, research management, portfolio management, and ESG reporting.N/A

    Tableau Public

    Score9.9 out of 10
    N/ATableau Public is a free edition of the Desktop product. With this edition, data can only be published to the Tableau public website and does not allow work to be saved or exported locally.

    $0

    per month

    Pricing
    Dynamo SoftwareTableau Public
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Dynamo SoftwareTableau Public
    Free Trial
    NoNo
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    Dynamo SoftwareTableau Public
    Considered Both Products
    Dynamo Software
    No answer on this topic
    Tableau
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    14 Answers
    No answers on this topic
    Delivers good value for the price
    100%
    Delivers good value for the price
    13 Answers
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    14 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    9 Answers
    No answers on this topic
    Implementation went as expected
    83%
    Implementation went as expected
    10 Answers
    No answers on this topic
    Features
    Dynamo SoftwareTableau Public
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Dynamo Software and Tableau Public
    Feature
    Dynamo Software
    -
    Ratings
    Tableau Public
    9.8
    12 Ratings
    19% above category average
    Pixel Perfect reports00 Ratings9.710 Ratings
    Customizable dashboards00 Ratings10.012 Ratings
    Report Formatting Templates00 Ratings9.712 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Dynamo Software and Tableau Public
    Feature
    Dynamo Software
    -
    Ratings
    Tableau Public
    9.7
    12 Ratings
    21% above category average
    Drill-down analysis00 Ratings9.812 Ratings
    Formatting capabilities00 Ratings9.712 Ratings
    Integration with R or other statistical packages00 Ratings9.59 Ratings
    Report sharing and collaboration00 Ratings9.811 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Dynamo Software and Tableau Public
    Feature
    Dynamo Software
    -
    Ratings
    Tableau Public
    9.5
    11 Ratings
    15% above category average
    Publish to Web00 Ratings10.011 Ratings
    Publish to PDF00 Ratings10.09 Ratings
    Report Versioning00 Ratings9.89 Ratings
    Report Delivery Scheduling00 Ratings9.69 Ratings
    Delivery to Remote Servers00 Ratings8.17 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Dynamo Software and Tableau Public
    Feature
    Dynamo Software
    -
    Ratings
    Tableau Public
    9.8
    11 Ratings
    23% above category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings9.811 Ratings
    Location Analytics / Geographic Visualization00 Ratings9.811 Ratings
    Predictive Analytics00 Ratings9.79 Ratings
    Best Alternatives
    Dynamo SoftwareTableau Public
    Small Businesses
    No answers on this topic
    Chartio (discontinued)
    Score7.5 out of 10
    Medium-sized Companies
    No answers on this topic
    Jet Reports
    Score9.5 out of 10
    Enterprises
    No answers on this topic
    Kibana
    Score8.4 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Dynamo SoftwareTableau Public
    Likelihood to Recommend
    8.2
    (14 ratings)
    8.5
    (14 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    9.1
    (2 ratings)
    Usability
    7.4
    (14 ratings)
    10.0
    (5 ratings)
    Support Rating
    -
    (0 ratings)
    9.6
    (6 ratings)
    Online Training
    -
    (0 ratings)
    9.0
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.1
    (2 ratings)
    Data Sharing and Collaboration
    -
    (0 ratings)
    8.2
    (9 ratings)
    Data Sources
    -
    (0 ratings)
    8.8
    (9 ratings)
    User Testimonials
    Dynamo SoftwareTableau Public
    Likelihood to Recommend
    Dynamo Software
    I think to organise and view information Dynamo has shown it's capability. However, it's still not a workflow or project management tool. It's a great hub for inhaling and presenting information of magnitude, and it does so well. But there are limitations to how Dynamo can be used to allow interpersonal and teamed type collabs to happen. We know it's not an Asana and not built for that, so it's not a negative feedback, just not the appropriate platform if full fledged proj management and logistics, comms need to be housed somewhere along with the data, It's not within Dynamo for now.
    Incentivized
    Read full review
    Tableau
    Tableau public is the best platform to build dashboards for your personal profile and share with recruiters. It's always good to keep ourselves updated on the latest features, create sample dashboards and save them to a personal profile. Tableau public is free and doesn't need any subscription. anyone can create an account and start building reports.
    Read full review
    Pros
    Dynamo Software
    • Tracking relationships in the CRM and the Web Add-in tool to add new information straight from emails.
    • The flexibility to build out whatever view you would like to see certain data in and the ability to then export information to Excel.
    • The Mail Merge Tool allows us to communicate to over 100 different subsets of our limited partners in different SPVs.
    Read full review
    Tableau
    • Data visualization: lots of different options, including bar, scatter, pie, waterfall charts to explore relationships between variables, and to present findings/trends to different teams
    • Integrates readily with limited, though different data sources: TXT, CSV, TDE, Access
    • Exports reports for review of different dashboards: client-ready/team-ready, with a clean and tidy presentation in PDF format (or hardcopy)
    Incentivized
    Read full review
    Cons
    Dynamo Software
    • Some functionality is clunky: Mailing Campaigns, Passthrough Integration, Dynamo Accounting Complex Transactions. At times it seems functionality is rolled out too soon.
    • Onboarding of new clients for us seems a bit haphazard. We just added a new tenant with CRM, Dynamo Accounting and the Investor Portal and we weren't exactly sure what the state of the new tenant should be based on what was copied over from a prior tenant or how much Dynamo Software time or support we would have to customize the new tenant.
    • At times it seems Dynamo Software's terminology with relationships either isn't intuitive or is repetitive creating additional time/confusion when modifying workspaces, portal set-up, etc.
    Read full review
    Tableau
    • Tableau Public (both Desktop and Server) like their "for a fee" counterparts offer very easy to learn and use tools to transform data into pictures and gain insights into your data. Most organizations report a reduction in development time of 10x vs. other similar tools, due to the intuitive user interface. That said, with Tableau Public, published workbooks are "disconnected" from the underlying data sources and require periodic updates when the data changes. Users are limited to 1 Gb of storage space per user ID and password as well.
    • I would like to see better options for public sharing of visualizations and data from within the "for a fee" products as more and more organizations are moving in the direction of data sharing with partners and their communities.
    Incentivized
    Read full review
    Likelihood to Renew
    Dynamo Software
    No answers on this topic
    Tableau
    It's free, right? I'll keep using the free version. So the real question to ask is this? Will I pay $999 for the Personal version or $1,999 for the Professional? Yikes! That is a big stretch. I'm not sure about that. The product comparison chart is at: http://www.tableausoftware.com/public/comparison
    Read full review
    Usability
    Dynamo Software
    I find it easy to use and very intuitive once you get into the weeds. We also prepared an entire policies and procedures for utilizing it efficiently and not making many human errors. This guide has helped our employees understand how to use it. In addition, the help guides on the Dynamo website are really useful
    Incentivized
    Read full review
    Tableau
    Tableau public is a great training tool to understand the basics of Tableau before buying it. A great tool to extend Excel's visualization and to publish data for others. Not useful for anything you need secure. No ability to access databases. Static information only.
    Read full review
    Support Rating
    Dynamo Software
    No answers on this topic
    Tableau
    I have not yet required to contact support as the documentation and help i found online has always worked so far
    Incentivized
    Read full review
    Online Training
    Dynamo Software
    No answers on this topic
    Tableau
    I found it sufficient, and fast. I could easily "kick the tires" with Tableau on my data so I got up and running fast.
    Read full review
    Implementation Rating
    Dynamo Software
    No answers on this topic
    Tableau
    Start at the end and work backward. Identify the business case / issue and questions the end users have, then identify the data needed, and where to get it.
    Incentivized
    Read full review
    Alternatives Considered
    Dynamo Software
    Main arguments were: pricing as well as the usability. Setting up Dynamo is not difficult. Especially if you don't know what you really want. Dynamo offers out of the box views. Adjusting these is simple. Other competitiors like eFront are very customisable but need to be set up from scratch. Dynamo offered some type of canvas.
    Incentivized
    Read full review
    Tableau
    Google Charts/Drive is sufficient for simpler data sets, but it does not integrate with other web platforms and the visualization does not look as professional. I'm not aware of any other competitors that offer the same package as Microsoft.
    Incentivized
    Read full review
    Return on Investment
    Dynamo Software
    • creating work flows for new clients
    • can cause issues with to many items in the pipeline
    • Allows us to view funding quickly and efficiently
    Read full review
    Tableau
    • Tableau Public visualizations have helped drive traffic to our content and sites
    • The lack of cost means it's easy to demonstrate our experience to attract paying clients
    Incentivized
    Read full review
    ScreenShots

    Dynamo Software Screenshots

    Screenshot of Dynamo Accounting, which is a General Ledger (GL) based platform to manage and automate complex fund administration, and reporting workflows, delivering Excel-powered financial packages, audit-ready outputs, and streamlined financial operations from a single platform.Screenshot of Dynamo Research Management, a platform that centralizes and automates investment research and due diligence workflows for multi-asset class investors.Screenshot of Dynamo Investor Portal, which is a secure, configurable platform that streamlines investor communications, performance reporting, and document management to deliver GP and LP engagement.Screenshot of Dynamo Deal Management, used to streamline GP deal sourcing, pipeline tracking, and due diligence with intuitive workflows, unified data, and intelligent automation.Screenshot of Dynamo Investor Relations, which streamlines fundraising, investor communications, reporting, and relationship tracking in a single system.Screenshot of Dynamo Portfolio Management with embedded DynamoAI delivers intelligent portfolio monitoring, analytics, and workflow automation, empowering investment teams to make faster, data-driven decisions across their portfolios.