Pricing, ease of use, responsiveness of support.

Easy to use, investors love it, and it is a great and efficient way to communicate with investors and distribute tax information.

Integrates nicely with Appfolio Property Management, so there's very little duplication of work.

The software is easy to use and helps me provide an attractive front-end to my investors. They have a single place to view all of their investments with my firm.

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.

For us the 2 greatest aspects of the platform are the ability to request features, edits, requests (big or small) and actually see them get implemented. The other is the customer service.

The Investor view is very good and easy to understand for the investor. Good overview with easy drill down.

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.

Easy to use, support is super helpful with a quick response time.

An amazing software that is transitioning as needed.

We've quickly moved past 6-figure investors and well into 7-figure investors.

The customer support team has to be the single best part about the software. They are prompt and get to the bottom of all our questions quickly.

My investors love the portal and it makes my life exponentially easier versus manual and scattered investment tracking methods.

Overall it is a very positive experience. One of the best things about using any Appfolio software is the great team at Appfolio.

We haven't used the application long enough to discover many negative aspects of the software.

Difficulty in adding Notes as an investment type, though it is possible, its a little more complicated than equity.

Hands down the best experience we've had with a software provider. Their responsiveness, knowledge and overall thoroughness is critical.

The upload was easy, provides performance metrics, and easy communication. But, what we like most, is the great Customer Support they have provided.

The platform is extremely affordable. I am impressed with the constant upgrades and improvements that are being added as Appfolio continues to improve the program.

Experiencing difficulties with a few investors being able to set-up their log-in to the portal.

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.

We also believe that our clients really appreciate having a portal where they can go to view all of their investments with us. Overall, AppFolio has been a really great asset to have for our business.

Site is sometimes slow but otherwise no major cons.

AppFolio  IM Provides Tremendous Value at a Great Price.

I like the immediate support responses. I like how this software is also utilized as an effective CRM.

Love it and it’s easy to use, our investors love it as well.

I find easy to search everything in the top bar, the help center has been of great help during my training and solved every issue in a blink of an eye.

Even worse, our accounting team managed investor reports via Excel reports which were cumbersome, time consuming to create, had errors, and we weren't always sure which was the latest version.

And sometimes a fund invests in a property. Investors in our fund have a more limited view of the property than someone who invests directly in the property.

The customer service is excellent, responsive, and quick to help solve issues or answer questions.

The user interface is intuitive and thus very easy to learn and make changes. Workflows are smooth and we feel like we can trust AIM as our system of record, full stop.

Appfolio customer service is great. This software works directly and integrates with Appfolio Property Manager software, which we have used for 8 years.

In addition to the outstanding customer service that accompanies the software, the software is user-friendly with the functionality we require.

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.

Our favorite feature is the investor portal which allows us to keep our equity partners up to date on all of our properties.

It is amazing to have a place to safely keep all of our investor information that can then be used to calculate distributions.

The customer service has been outstanding as well. They are always helpful and quick to respond.

Great user support and a very responsive product development team. The platform has robustly boosted our efficiency and streamlined our investor communications.

We were provided with limited information and had to rely on customer service to get through the early stages.

Whenever I have questions I receive thorough answers promptly, which is very helpful.

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.

My firm already uses AppFolio Property Manager, so it was an easy decision to add Investment Management, and the integration is seamless.

Software also allows us to take care of a lot of the back end accounting and tracking for our real estate investment, membership capital, quarterly distributions, as well as communication hub.

It is a great product which helps taking care of tenants and finances. I daily use it and the more I do, the more I like it.

The continued support has also been exceptional. It is nice to know that if we need help there is a team at Dynamo to continue with the help and support we need.

There is room to improve on ease of customization by the user, as well as, data upload alternatives to Excel. Customization on next iteration looks interesting.

I love the many different ways data can be loaded into the database.

User interface and tool bard could be hard to learn.

Our business model employs a significant number of transfers within and across entities. This has been my biggest pain point as the transfer process continues to change.

The ability to customize the software to meet our companies needs has made gathering data and examining results much more more efficient.

The product is fairly easy to use and intuitive. Dynamo integrates with Microsoft products fairly well.

Difficult to learn initially as the user interface can be a little tricky to get along with.

Overall, they are a fantastic company to work with.

I'm excited to discuss my favorite aspects of Dynamo Software. Its broad and integrated nature is, in my opinion, its most notable aspect.

Overall its a good solution for institutional investors and asset managers.

We really enjoy working with the Dynamo team. The team is very forward thinking and service oriented.

The AI add-in is frustrating because it will auto-relate entities that are not related to the activity I'm saving.

Is Dynamo a good investment management software.

Dynamo support has been good whether tackling our questions about best practices, helping to guide us on new features, provide training or answering our what if or how to questions.

Dynamo is an easy platform to learn and implement to others. I like that there are always positive changes to the system which makes the system more user friendly.

Ease of use; ability to customize; dedicated client specialist.

Being able to create fields and views without having to submit service tickets is immensely valuable in a rapidly growing business.

It has a great CRM platform as well as a fantastic portfolio management solution. You don't need to worry about connecting two systems together.

US Dollar

AppFolio Investment Manager is a commercial real estate software partner that enhances your investor experiences and simplifies your investment operations.

In other words, we are...

A modernized portal that helps you stay ahead of changing investor expectations and personalizes your investor experiences at scale.

A streamlined workflow that automates your internal investment operations while adding an extra layer of accuracy and security

A single source of truth that fuels thoughtful transparency for your teams and your investors.

AppFolio Investment Manager aims to be your technology partner. When you succeed, we succeed.

Our award-winning customer success team has designed a simple system to help you throughout onboarding and implementation. Once you are up and running, you will have a dedicated customer success manager for continuous support and 24/7 access to our online help center. 



LongDescription

Real Time Analytics

Status Tracking

Fee Management

Lead Capture

Performance Management

Customizable Reports

Document Storage

Access Controls/Permissions

Activity Tracking

For Investors & Traders

Data Synchronization

Referral Tracking

Task Scheduling

Electronic Signature

Transaction History

Portfolio Management

Pipeline Management

Real Estate

Customer Database

Template Management

Data Import/Export

Email Tracking

Risk Management

Accounting

Lead Generation

Email Templates

Self Service Portal

Contact Management

Lead Management

Email Marketing

Mobile Access

Real Time Data

Performance Metrics

Client Portal

Real Time Notifications

Workflow Management

Email Management

Visual Analytics

File Sharing

Alerts/Notifications

Reporting & Statistics

Segmentation

Reminders

Deal Management

Customizable Templates

Client/Property Matching

Investments Tracking

Interaction Tracking

Real Time Reporting

Asset Lifecycle Management

Compliance Tracking

Reporting/Analytics

Contact Database

Appointment Management

Summary Reports

Fund Management

Client Management

Third Party Integrations

Appointment Scheduling

Task Management

Campaign Management

Document Management

CRM Integration

Transaction Management

For Real Estate

Data Visualization

For Commercial Real Estate

Web browser (OS agnostic)

Transparent pricing designed for your business. Pricing starts at $700/MONTH.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

AppFolio Investment Manager

In Person

Live Online

Webinars

Documentation

Videos

Dynamo is a cloud-based solution that helps institutional investors and alternative asset managers maintain investor relationships through compliance document submissions, interested party mapping, account statements and more. Key features include risk management, performance metrics, client portal, investments tracking and benchmarking.


Designed for various types of funds such as hedge, private equity and venture capital, Dynamo provides detailed investor valuations and stores transaction records in a unified repository for future reference. Investor portal enables teams to generate reports on individual investments, fund performance, transactions, account balances and more and facilitates decision making. Additionally, teams can request access to firms' various legal data such as K-1 consent forms, product profile management (PPM) documents, management information, news and capital account summaries via investor relationship portal. 


Dynamo allows integration with Microsoft Office suite to import/export documents, emails and data into relevant records for ensuring regulatory compliance. Pricing is available on a monthly subscription basis and support is extended via documentation, phone, email and other online measures. 






AppFolio Investment Manager vs Dynamo

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons