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Average Ratings 0 Ratings

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ease
features
design
support

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Description

AppFolio Investment Management offers a comprehensive cloud-based software solution designed specifically for real estate investment management. This versatile platform, accessible through a single login, equips users with powerful tools to enhance the efficiency of fund and syndication management. Investors can utilize an intuitive self-service Investor Portal, which allows for convenient 24/7 access, interactive dashboards, and a robust CRM that facilitates effective communication and fundraising efforts. Developed by the acclaimed team responsible for AppFolio Property, this portal grants investors continuous access to a personalized dashboard that outlines their investment status and asset details, including both invested and distributed capital. Investors benefit from real-time insights into their financial positions as well as the ability to easily locate important reports, tax documents, and other shared files, with the added security of electronically signing agreements. Through its user-friendly interface, the AppFolio Investor Portal not only simplifies investment management but also strengthens the connection between investors and their investment managers.

Description

Covercy... where banking meets investment management. Save time with our automated distribution & capital call payment processing, gain your LPs’ trust with our intuitive Investor Portal, and generate interest from capital funds held in your Covercy Wallet – all in one platform. Your investors can access their account to view portfolio info, transactions, documents & reports. Call capital in your investment currency. Investors fund them in their select currency. Slash the risk of phishing and wire-fraud with our secure platform and payments. View the positions of your investors in all assets & funds. Slice and dice as you wish. You can even log on to the Investor Portal to see how what your investor sees and experiences. Complete all distribution payments in a click. We’ll auto debit your account. Our partner banks or payment partners will open accounts under your fund/asset names to automate processing of capital calls & distributions. You can even earn interest on your uninvested capital. Our strict anti-money-laundering tests & policies help you stay compliant. Share documents like K1s, agreements, and financial statements with your investors. Per fund / syndicate.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

PATLive
RemoteLock
Vyzer

Integrations

PATLive
RemoteLock
Vyzer

Pricing Details

$600 per month
Free Trial
Free Version

Pricing Details

$100 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

AppFolio

Country

United States

Website

www.appfolioinvestmentmanagement.com

Vendor Details

Company Name

Covercy

Founded

2015

Country

United Kingdom

Website

www.covercy.com

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Alternatives

Alternatives

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