AppFolio Investment Manager
About AppFolio Investment Manager
AppFolio Investment Manager Pricing
Transparent pricing designed for your business. Pricing starts at $700/MONTH.
Starting price:
$700.00 per month
Free trial:
Not Available
Free version:
Not Available
Most Helpful Reviews for AppFolio Investment Manager
1 - 5 of 100 Reviews
Anonymous
Used more than 2 years
OVERALL RATING:
5
Reviewed April 2023
AppFolio Investment Management is the best!
Jennifer
Real Estate, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2021
Great Tool for Investor Management
We had a dedicated team for the upload that worked with me to make sure all our info was transferred accurately. Very robust with new updates and improvements weekly, so still learning all the features.
PROSThe ability to upload documents and tax forms in bulk
CONSNot having the ability to process dividend payments from the software
Reasons for switching to AppFolio Investment Manager
The decision was based solely on the fact that AppFolio offered both a PM and IM side that could communicate and cut down on duplicated tasks. Syndication Pro was just adding this feature as we were offboarding. If They had offered this feature a few months earlier, we may not have switched.
Gary
Real Estate, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2021
AppFolio is great
They're new to the game, which I like because the price is lower and their team is eager to improve. And we get to give our advice and feedback so the product is created in ways that fit our needs
PROSIt's a secure way to trasnmit K-1s and receive bank info, etc. It's a great CRM system. Our investors love having a portal they can access at anytime to see their investments, distributions, monthly reports, sign subscription documents, etc.
CONSThere are some features that are still missing, but it's still a great value and they're constantly improving and making updates.
Reason for choosing AppFolio Investment Manager
Good value, morse expensive than smartVault, but lots more capabilities. Way cheaper than Juniper Square or Yardi and the easy-to-use interface.
Giulietta
Real Estate, 2-10 employees
Used monthly for less than 2 years
OVERALL RATING:
3
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed November 2020
Time Saver
The initial experience converting data could have been better managed. We were provided with limited information and had to rely on customer service to get through the early stages. Our experience with customer service has been exceptional. They are attentive and respond back quickly. Over the past year we have worked with members of the different product teams. They have been able to adapt IM so it meets our needs. We have a few more outstanding items but with time we know these too will get resolved. Overall great product.
PROSSaving so much processing time. Our quarter end process and K-1 year end reporting went from days to hours/minutes. It is so beneficial having all our investor information consolidated in 1 system compared to many separate excel spreadsheets. We also use AppFolio Property Manager and both systems work well together for accounting purposes.
CONSNot having all the capable functionality available to us. We have an active fund and the functionality we would benefit using is only available to "New Offerings" The Investor Statements still need work before our company can utilize them.
Reason for choosing AppFolio Investment Manager
We were already using AppFolio Property Manager (APM). APM is a great product and felt confident in trying another of AppFolio's products.
Mandy
Venture Capital & Private Equity, 51-200 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
2
Reviewed November 2022
Easy to use but not very good with reporting
I like that it is easy for the investor to use and makes their experience better.
PROSIt is easy to use for both investors and team members
CONSThe reporting capabilities are terrible.
Reason for choosing AppFolio Investment Manager
I didn't have the final decision but I believe the easiness of the system and its look was why it was chosen.
Reasons for switching to AppFolio Investment Manager
CrowdStreet was clunky and not easy for investors.