Investimenti Dinamici

Investment Research and Analytics Softwareinvestimentidinamici.it

Company typePrivate
Founded1997
HeadquartersCatania, Italy
Headcount1–10
GTM typeB2B and B2C
OfferingSoftware

Investimenti Dinamici firmographics

Firmographics

Name: Investimenti Dinamici
Legal name: Investimenti Dinamici
Website: https://investimentidinamici.it
Company type: Private
Founded year: 1997
Operating status: Operating
Headcount range: 1–10 employees
Ownership category
akta.pro rank

Investimenti Dinamici industry classification

Industry

Product category: Investment Research and Analytics Software
NAICS: Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC: Investment Advice (6282)
akta.pro primary industry: Model Portfolio & Portfolio Construction Engines (FSAGAEAD)
akta.pro secondary industries: Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

Keywords

Investment research platform
Portfolio analytics software
Financial instrument ratings
Asset allocation tools
Model portfolio subscriptions

Where Investimenti Dinamici is headquartered

Location

Headquarters

HQ city: Catania
HQ country: Italy
HQ region: Europe

Offices1 record

Markets served

Investimenti Dinamici business model

Business model

GTM type: B2B and B2C
Offering type: Software
Cost components: Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

Piano Smart Subscription: Annual subscription providing 15 standardized model portfolios (ETF and Fund based) optimized for effectiveness criteria. Includes Rating Strategico and Tattico, Portfolio Rating, IPP, UI, and Benchmark Market Rating.
Piano Professional Subscription: Annual subscription with per-asset pricing providing access to Dynamo tool for analyzing over 4700 funds and assets. Includes strategic and tactical ratings, dynamic ratings for insurance container funds, and interactive portfolio construction with filtering by management company and operating platform.
Free Monitor Tool: Free portfolio evaluation tool that positions user portfolios in effectiveness quadrant chart and identifies factors causing misalignment with benchmark. Lead generation tool to drive conversions to paid plans.

Pricing tiers

Model	Billing	Price
Subscription	Annual	15 model portfolios (ETF and Fund based) at €210/year
Subscription	Annual	Per-asset pricing at €10/year
Freemium	Pay-as-you-go	Free portfolio effectiveness evaluation tool

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Investimenti Dinamici product offering

Product offering

Core offering

Investimenti Dinamici operates the Dynamo proprietary algorithm platform for quantitative analysis of European investment funds, ETFs, and Sicavs. It delivers objective effectiveness ratings (Strategic, Tactical, Dynamic, Market), portfolio diversification indices, Ibbotson Cone visualizations, and pre-built or custom portfolio construction via two annual subscription plans (Piano Smart and Piano Professional) and a free Monitor evaluation tool.

Product overview

Investimenti Dinamici operates as a financial investment research platform built around the Dynamo proprietary algorithm engine. The core product offers two subscription tiers: Piano Professional for expert users who want to analyze over 4,700 funds and build custom portfolios with real-time effectiveness ratings, and Piano Smart providing 15 standardized model portfolios of funds and ETFs optimized to the effectiveness criterion. A free Monitor tool enables users to evaluate existing portfolios. All products center on objective quantitative ratings (Strategic, Tactical, Dynamic, Portfolio, and Market Ratings) derived from financial instrument characteristics rather than personalized financial advice, positioning the service as investment research rather than MiFID-compliant advisory services.

Differentiator

Problem solved

Functional benefit

Brands

Dynamo: Proprietary algorithm and platform that provides financial instrument ratings, portfolio analysis, and effectiveness evaluation for investment instruments. Used for analyzing over 4,700 funds and assets.

Products and services

Dynamo Platform Proprietary algorithm engine that processes European investment funds, ETFs, and Sicavs to produce Strategic, Tactical, Dynamic, and Market Ratings; Ibbotson Cones for probabilistic scenario visualization; Portfolio Ratings; and a three-level Diversification Index. Underpins all subscription plans and the free Monitor tool.
Piano Professional (Professional Plan) Annual per-asset subscription at €10/asset/year providing Dynamo access for analyzing over 4,700 funds and assets, including Strategic and Tactical Ratings, Dynamic Rating for insurance-container funds and Sicavs, interactive portfolio construction with management company and platform filtering, and diversification and Portfolio Rating optimization.
Piano Smart (Smart Plan) Annual subscription at €210/year delivering 15 pre-built model portfolios of funds and ETFs optimized to the effectiveness criterion, including Strategic and Tactical Ratings, Portfolio Rating, IPP (Performance Potential Index), UI adjusted Ulcer Index, and Benchmark Market Rating.
Monitor Free portfolio analysis tool that scores portfolios of 3-25 funds (each with at least 3% weight summing to 100%) using ISIN codes or fund names, positioning them in the effectiveness quadrant (Skipper, Pirate, Cruiser, Shipwreck) and identifying factors that cause misalignment versus the benchmark.

Quantifiable outcome

Only 1 in 100 possible portfolio combinations responds to effectiveness criteria, demonstrating the precision of the proprietary methodology

Companies that use Investimenti Dinamici

Customer profile

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Investimenti Dinamici technology and API

Technology

Technology focussed Yes

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature8 records

Investimenti Dinamici partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

MoneyMatecoreTechnology or IntegrationInvestimenti Dinamici is a partner of MoneyMate, a provider of advanced technological solutions for the wealth management industry. MoneyMate maintains one of the most extensive databases of European Investment Funds for over 25 years, developing tools, web services, dedicated software, and institutional solutions. Fund Focus is the solution dedicated to Private Bankers and Financial Consultants to help manage client investments, increase performance, and control risk. The partnership provides a 20% discount on Professional plan and 15% discount on Smart plan for MoneyMate customers.

Scale indicators4 records

Recent moves5 records

Expansion highlights4 records

Investimenti Dinamici competitors and assessment

Company assessment

Broad incumbents

Morningstar: Global investment research firm offering proprietary fund ratings (Star Rating), portfolio analytics, and data across more than 500,000 funds. Directly comparable because Investimenti Dinamici's Strategic/Tactical/Dynamic Ratings and Portfolio Rating compete for the same advisor decision-making step in fund selection, but Morningstar operates at vastly larger scale and as a broad incumbent.
Bloomberg Terminal: Industry-standard data, analytics, and portfolio toolset used by wealth managers worldwide. Comparable as a broad incumbent; any private banker or advisor already paying for Bloomberg has access to portfolio analytics that overlaps with what Investimenti Dinamici sells.
FactSet: Global financial data and analytics platform used by advisors and asset managers for portfolio analysis, screening, and risk. Comparable as a broad incumbent offering overlapping fund analytics and portfolio-construction tooling that competes for the same Italian advisor budget as Dynamo Professional.

Emerging players

Portfolio Visualizer: Web-based portfolio analytics and back-testing tool popular with independent advisors and self-directed investors. Comparable because it provides the same 'evaluate-portfolio-effectiveness' self-serve workflow that Investimenti Dinamici's Monitor delivers, though without Italian fund localization.
Moneyfarm: European (Italy + UK) digital wealth manager offering model portfolios and automated investing to retail and mass-affluent clients. Comparable because Moneyfarm occupies the same 'systematic, model-portfolio-driven' niche in Italy that Investimenti Dinamici's Smart plan addresses, though Moneyfarm is also a discretionary manager.
AdviseOnly: Italian robo-advisor and fund-selection platform serving retail and independent advisors with model portfolios and automated advisory. Comparable because it competes for the same Italian advisor/retail segment that Investimenti Dinamici targets with its Smart and Professional subscription tiers.
FinLabo: Italian fintech offering quantitative fund scoring, ratings, and selection tools aimed at advisors and retail investors. Directly comparable as a niche Italian player pursuing a very similar 'quantitative, objective fund rating' positioning against Investimenti Dinamici's Dynamo.

Direct peers

MoneyMate: Italian fintech with 25+ years of European Investment Fund database history and the Fund Focus tool for Private Bankers and Financial Consultants. Directly comparable — and simultaneously Investimenti Dinamici's strategic partner — because MoneyMate operates in the same Italian wealth-tech segment with overlapping data assets and a similar advisor-targeting GTM.
JustETF: European ETF and fund screening/analytics platform offering portfolio analysis, ratings-style comparisons, and model portfolios. Directly comparable because JustETF provides the same self-serve 'evaluate your portfolio of ETFs/funds' workflow that Investimenti Dinamici's Monitor and Professional plans target, though with a stronger European (especially DACH) footprint.

Regional players

Directa SIM: Italian online broker providing retail clients with trading tools, research, and fund/ETF analytics via its trading platform. Comparable because it competes for the same Italian retail investor mindshare that the Monitor free tool and Smart plan target, although its primary product is brokerage execution.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Investimenti Dinamici financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Investimenti Dinamici leadership team

Management profile

Number of profiles

Profiles2 records

Investimenti Dinamici funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Investimenti Dinamici M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Investimenti Dinamici

What does Investimenti Dinamici do?

Is Investimenti Dinamici a public or private company?

Investimenti Dinamici is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Investimenti Dinamici founded?

Investimenti Dinamici was founded in 1997. It employs 1 to 10 people.

Where is Investimenti Dinamici based?

Investimenti Dinamici is headquartered in Catania, Italy, in the Europe region.

How does Investimenti Dinamici make money?

Three revenue lines are on record. Piano Smart Subscription is the primary driver. The others are piano Professional Subscription and free Monitor Tool.

Who are Investimenti Dinamici's main competitors?

Broad incumbents on record are Morningstar, Bloomberg Terminal and FactSet. Emerging players are Portfolio Visualizer, Moneyfarm, AdviseOnly and FinLabo. Direct peers are MoneyMate and JustETF. Directa SIM is listed as a regional player.

Does Investimenti Dinamici have an API?

No public API is recorded for Investimenti Dinamici.

What industry is Investimenti Dinamici in?

Investimenti Dinamici's product category is Investment Research and Analytics Software. Its primary akta.pro industry code is FSAGAEAD, Model Portfolio & Portfolio Construction Engines, with a secondary code of FSAEAAAC, Portfolio Construction & Asset Allocation Advisory. Its NAICS code is 523940 and its SIC code is 6282.