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> Reviews of AppFolio Investment Manager. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if AppFolio Investment Manager is a good fit for you!

Source: https://www.softwareadvice.com/crm/appfolio-investment-management-profile/reviews

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AppFolio Investment Manager Reviews

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# AppFolio Investment Manager Reviews

## Reviews Summary

## Overall Rating

4.7

* * *

## Ratings Breakdown

5

(77)

4

(20)

3

(2)

2

(1)

1

(0)

## 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."

"It's clean and easy for our investors to review and update their bank info & confirm their contributions and positions are accurate."

"The integration of our business processes into AppFolio was seamless, and they provided unlimited one-on-one training sessions with an AppFolio expert to help us with any questions or hurdles we had along the way."

### 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."

"Its taken a lot of time getting things set-up and I still don't have everything set-up so that things run smoothly when we handle our distributions."

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AppFolio Investment Manager Reviews, Pros and Cons - 2026 Software Advice