All AppFolio Investment Manager Reviews
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AppFolio Investment Manager Reviews
Reviews Summary
Overall Rating
4.7Ratings Breakdown
5
4
3
2
1
Secondary Ratings
Ease-of-use
4.7
Customer Support
4.9
Value for money
4.8
Functionality
4.5
Pros
"Having one centralized investment management platform has helped us track our investments and distribute tax and investment information in a much more timely, organized, and professional fashion."
"Investment Management is user friendly, integrates seamlessly with AppFolio Property Management and helps us track our investments for a fraction of the cost that its competition charges. "
"Some things can only be done by the support team on the backend, as an admin we should have control over everything. While this is the main con of the software the support team is still very responsive and helps quickly when we need them."
Cons
"The calculations of financial waterfalls don't always match up to our deal structures so we still are using spreadsheets to calculate distributions. "
"A few features are buried - and recently you changed from having entity co-signers to having entity "required signers" - didn't like that change."
"Moving between tasks/windows can be cumbersome and the organization chart can't be printed."
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