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AppFolio Investment Manager
Description de AppFolio Investment Manager
AppFolio Investment Management est une solution logicielle cloud tout-en-un de gestion des investissements immobiliers. La plateforme à la demande, à connexion unique, fournit des outils flexibles et puissants pour rationaliser la gestion des fonds et de la syndication. Fournissez aux investisseurs un portail en libre-service qui leur offre un accès facile 24 h/24, 7 j/7, tout en leur permettant d'afficher des tableaux de bord en un coup d'œil et de consulter un système CRM (Customer Relationship Management) robuste pour rationaliser les processus de collecte de fonds et mieux communiquer avec les investisseurs. Créé par l'équipe primée derrière AppFolio Property.
Qui utilise AppFolio Investment Manager ?
Gestionnaires d'investissements en immobilier qui gèrent les syndications et les fonds.
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AppFolio Investment Manager
Avis sur AppFolio Investment Manager
Alternatives envisagées précédemment :
Top Tiered Investment Management Software at a Reasonable Price
Commentaires : I'm a very happy customer and would definitely recommend this solution!
Avantages :
AppFolio Investment Management integrates seamlessly with AppFolio Property Manager, enabling seamless accounting. Additionally, the ability to easily create distributions and print checks via Property Manager is a big plus for us. The support team is super friendly and helpful as well!
Inconvénients :
Some items require the AppFolio team to adjust them and the system is pretty unforgiving if a mistake is made (i.e. a data entry error is hard to delete without contacting support and having them do it via the backend).
Alternatives envisagées précédemment :
On the way to a great product
Commentaires : We got rave reviews from many investors. It is a great platform and (still as of this review) costs a fraction of the leading products out there who have a few more features and are a bit more mature. However, AppFolio has been awesome in listening to reasonable requests which make the product better and hence they roll out new features often. This to me is very valuable. Try to have any of the 2-3 "leading elephants" move or change something .... Good luck. So I am very happy with the decision to go with AppFolio. It does 95% of what we need for 50% (or even less) of the price of the others.
Avantages :
- The Investor view is very good and easy to understand for the investor. Good overview with easy drill down. - You can send out new investment solicitations from within the system - Integration into Email
Inconvénients :
Still a bit rough in some aspects like file management, if you have A LOT of files. If you only have let's say up to 10 or so files per investment, all is peachy. You can have an endless amount of files, but it is not that easy to display. They are working of making that easier on the eye.
New user as of 2021
Avantages :
I love that a great deal of data is in one system, the ease of uploading, sharing, un-sharing docs as needed... and having a place for investors to go to view/track their investments.
Inconvénients :
It would be nice to duplicate monthly/quarterly reports where a few items can be changed rather than having to recreate the full report. Experiencing difficulties with a few investors being able to set-up their log-in to the portal.
[SENSITIVE CONTENT] is the man!!!
Avantages :
Support Chat and [SENSITIVE CONTENT]. Great rep!
Inconvénients :
email signature cannot personalize this!
Andover Review
Commentaires : Great experience thus far. Customer support [SENSITIVE CONTENT] is excellent.
Avantages :
Very easy to use and has been a great tool to improve efficiency in managing investor data, fundraising, and document dissemination/storage.
Inconvénients :
The calculations of financial waterfalls don't always match up to our deal structures so we still are using spreadsheets to calculate distributions. In addition, the reporting features are good, but would like to see them be more customizable.
Réponse de l'équipe de AppFolio
il y a 2 ans
Ryan, thank you for the positive review! We are happy to be part of your success in creating internal efficiencies. We value your product feedback and will continue to invest in improving our financial and reporting features.
Appfolio IM - An Excellent Choice
Commentaires : We have been hooked on Appfolio Investment Management from its inception and have enjoyed watching it mature as an integrated database. Its ease of use and information platform have been an excellent experience that keeps getting better!
Avantages :
As an existing Appfolio PM product user, we were an early user of the Investment Management platform. IM allows us to have information about our investors and their history with us at our fingertips. And the Portal puts information at our investors fingertips! This is such a time saver. Appfolio was a big help in the transition from our old database. The transition was smooth and, surprisingly, easy!
Inconvénients :
Report functions have come a long way within IM, but still lack some robustness. Appfolio is very open to suggestions and they encourage team meetings with us to see how things are going and what we see a need for in the various areas.
[SENSITIVE CONTENT] is the Man
Commentaires : It's been realatively easy to use. [SENSITIVE CONTENT] is very patient, takes his time with our team and goes through various challenges completely. He knows his stuff, is nice to work with and doesn't seem to complain when I ask idiotic questions and request things that I likely should simply know how to do. He is a pro and I'd give him a bonus in the realm of 100% to 200% his annual salary.
Avantages :
As a smaller developer having a professional client-side portal helps to instill confidence in our product and investments. Appfolio allows us that in a very simple fashion.
Inconvénients :
The software is a bit primitive and still needs a few features. It feels like it's going in the right direction and I've watch this team systematically build the dnamic property management side in a very cohesive and sensible fashion and I'm sure if those same people are working here we'll look back in a couple years at a masterpiece.
Réponse de l'équipe de AppFolio
il y a 2 ans
Hello Michael, Thank you so much for your kind words for our Customer Care team member! We're happy to hear our software is helping you instill confidence with your investors. We look forward to continuing to invest in our product and services, and to working with you as a valued partner for many more years!
Alternatives envisagées précédemment :
Great Customer Service by [SENSITIVE CONTENT]
Commentaires : Great - super knowledgeable, professional, friendly and timely support.
Avantages :
Ease of use and great communication tool. Also, the AppFolio team really understands how real estate sponsors operatoe.
Inconvénients :
A few features are buried - and recently you changed from having entity co-signers to having entity "required signers" - didn't like that change.
Réponse de l'équipe de AppFolio
il y a 2 ans
David, thank you for taking the time to leave us a great review. We value your partnership and feedback, and remain committed to investing in new innovations for our clients and building the best Investment Management platform in the industry!
AppFolio Investment Management Review
Commentaires : Our experience has been exceptional. The people are professional, responsive, and knowledgeable. The software has all the horsepower we need and they continue to add more beneficial features on a regular basis. It is very easy to use.
Avantages :
AppFolio provides us with a highly efficient and cost-effective program that covers all of our needs when communicating with our investors. The upload was easy, provides performance metrics, and easy communication. But, what we like most, is the great Customer Support they have provided. Same day response with a phone call if needed. The Help Center is well thought out and provides all the needed material.
Inconvénients :
Limited ability to run "what ifs ". Adding a "what if" module tied to the properties' performance. Running hypothetical performance scenarios would be great.
AppFolio Investment Management is the best!
Commentaires : I handle the financial reports and take care of the accounting aspect of the business. Using AppFolio Investment Management is very convenient and helpful
Avantages :
The subsequent innovations and improvements developed for the convenience of the investment managers and users/investors
Inconvénients :
Right now, more feature are being introduced so there's none really except maybe for the pricing lol
Great All-In-One Investor Management System!
Commentaires : Appfolio has been great when it comes to customer service and helping us get the system all set up properly. They have even offered solutions when it comes to replicating some of the complicated structures in the system. They have also been open to any feedback that would make the system easy for us and our investors to use.
Avantages :
The Appfolio Investment Management software allowed us to consolidate all of our various spreadsheets into one system. This allowed us to have one go-to place for investor information. It will also allow our investor to check their investments and access docs whenever they need to. The system has been very easy to use overall!
Inconvénients :
There are a few changes that need to be done on the back-end. However, every Appfolio associate I have talked to has been really helpful and quick with the turn around time.
Excellent Centralized Platform
Avantages :
AppFolio Investment Management enables our firm to tie property management, accounting, investor reporting, and fund raising all into one platform in an incredibly efficient manner. Our favorite feature is the investor portal which allows us to keep our equity partners up to date on all of our properties. We love being able to offer our partners features such as this which prior to AppFolio would have only been available to firms much larger than ours.
Inconvénients :
We have run into very few problems with the software and anytime we identify an area of improvement the AppFolio Investment Management staff is quick to assist.
Management made easy
Commentaires : It's been excellent, 10/10 would recommend, technical support makes sure to contact you back about any requests
Avantages :
Appfolio helps manage your properties in a much-organized way, it lets you customize your account and notifications so that way you make sure you always get email notifications about the most important subjects for your team
Inconvénients :
Its been 3 years of use, so far only 1 time there's been an issue with the software and it was fixed within hours
Love Appfolio and their whole team.
Commentaires : In a nutshell, Appfolio is a very versatile and adaptable investment management software. I've really enjoyed that it is a one stop shop. It even has a docusign like feature!
Avantages :
I love how easy appfolio is to use and the support from the team.
Inconvénients :
I wish the software could be a little more customizable around which questions to ask when someone signs up, and then it could segregate them based on their answers. Other than this, we love the software.
Great Investor Communication Portal
Avantages :
Super easy and intuitive. The customer service has been outstanding as well. They are always helpful and quick to respond
Inconvénients :
They are constantly updating and improving the software so there is nothing bad to say about it.
Customer Service is the Difference
Commentaires : AppFolio Investment Management has been a significantly effective tool to create, promote and manage our offerings.
Avantages :
Customer Service Offering Setup Investor On-Boarding Investor Management
Inconvénients :
Third-Party Accreditation Management Capability
Appfolio Investment Management Review
Commentaires : Overall a very good tool for our real estate syndication efforts. Also the support is excellent.
Avantages :
This investment tool is very user friendly, enables our team to efficiently collaborate with each other on equity fundraising & CRM responsibilities and allows us to present a very professional image to our committed Investors who have online portal access their investment details, ownership %, cash distributions history, year end tax K-1 information and more.
Inconvénients :
We haven't used the application long enough to discover many negative aspects of the software.
FLW Capital
Commentaires : The system was easy to learn and the very regimented training system made it possible to implement and not just let it sit on the shelf. The 1,2,3 process and the knowledge of the trainers was impressive and very helpful. This is something that was lacking with a previous system that we never moved beyond the trial phase.
Avantages :
Managing the equity, everything from tracking incoming contributions to keeping up with distributions.
Inconvénients :
That lack of HTML integrated email system. We use Mailchimp to overcome this.
Great Investor Portal Experience for Users!
Commentaires : It's been great, love the customer support. Always very fast and on top of it!
Avantages :
I like the ease of the client's portal. It's clean and easy for our investors to review and update their bank info & confirm their contributions and positions are accurate. Great transparency.
Inconvénients :
For the kind of investment fund we have, we have to upload investor data on a monthly basis. We've figured out how to do that with the team but it would be great if more data could be uploaded quickly without requiring additional manpower/appfolio's team to do that upload.
APM and API Synergy
Commentaires : Fantastic
Avantages :
The APM integration and ease of use on the platform
Inconvénients :
Limited Features, still working new releases
Great Product Development Team
Avantages :
Great user support and a very responsive product development team. The platform has robustly boosted our efficiency and streamlined our investor communications.
Inconvénients :
Like most platforms, a continuing work in progress; the development team behind the product is though, is on it... they are very responsive to user feedback and constantly adding and enhancing features.
Customer Service flattens the learning curve
Commentaires : AppFolio Investment Management has been easy to implement, to use and to disseminate among our investors. The customer service for Investment Management has exceeded expectations making any questions easily understood.
Avantages :
The organizing and uploading of the data needed to serve the clients was easy. From that point any additional uploads and investor notifications/messages have been user friendly activities.
Inconvénients :
What is probably for compliance reasons, there are a few things that can only be changed by the service. So, a quick email or phone call resolves the issue in minutes. When there has been trouble it has come from the sister software of AppFolio Property Management
Great Value for IM Software
Commentaires : We have been extremely happy with Appfolio IM and are excited about the growth ahead
Avantages :
Appfolio IM is extremely easy to use and great value
Inconvénients :
The software is not incredibly robust yet, but based on Appfoblio's track record of building great software, I am sure it will get there quickly
Réponse de l'équipe de AppFolio
il y a 2 ans
Brooks, we enjoyed seeing you in person at our Customer Conference! We love how passionate you are about your business, and we look forward to continuing to release new product features and updates for Investment Management as we grow our partnership.
AppFolio
Commentaires : It’s been great
Avantages :
Excellent customer service [SENSITIVE CONTENT]
Inconvénients :
Site is sometimes slow but otherwise no major cons
User-friendly and Intuitive Design
Commentaires : The onboarding process with AIM's team was incredibly easy and efficient. We've also received wonderful feedback from our investors regarding the owner portal.
Avantages :
AIM is extremely user-friendly, and the software's intuitive design made the onboarding process a breeze. The integration with AppFolio Property Manager also allows for increased efficiency and accounting accuracy. AIM offers a wide range of functionality without over complicating the backend process. I was pleasantly surprised by how much I could do in the software with minimal training.
Inconvénients :
The waterfall calculation could use some added levels of complexity.