All AppFolio Investment Manager Reviews
1-25 of 100 Reviews
Sort by
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.
Michael
Real Estate, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed August 2022
[SENSITIVE CONTENT] is the Man
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.
PROSAs 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.
CONSThe 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.
Reason for choosing AppFolio Investment Manager
Used Appfolio for property management so I didn't really consider other products... although these questions are making me wonder... lol.
Vendor Response
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!
Replied August 2022
David
Real Estate, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2022
Great Customer Service by [SENSITIVE CONTENT]
Great - super knowledgeable, professional, friendly and timely support.
PROSEase of use and great communication tool. Also, the AppFolio team really understands how real estate sponsors operatoe.
CONSA few features are buried - and recently you changed from having entity co-signers to having entity "required signers" - didn't like that change.
Reason for choosing AppFolio Investment Manager
Cost and ease of use.
Vendor Response
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!
Replied August 2022
Ryan
Real Estate, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed June 2022
Andover Review
Great experience thus far. Customer support [SENSITIVE CONTENT] is excellent.
PROSVery easy to use and has been a great tool to improve efficiency in managing investor data, fundraising, and document dissemination/storage.
CONSThe 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.
Reasons for switching to AppFolio Investment Manager
Same product quality at a much lower price.
Vendor Response
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.
Replied August 2022
Sally
Real Estate, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2022
Appfolio IM - An Excellent Choice
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!
PROSAs 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!
CONSReport 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.
Reasons for switching to AppFolio Investment Manager
Cost
Jeremy
Real Estate, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2019
Greatest business enabler so far
We were using email and conference calls to communicate investment information previous to AppFolio IM. Every time we had a call or sent an email different content was shared and it was a labor intensive process that we couldn't keep up with. 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. Using AppFolio IM we can add all investors to a prospective opportunity and launch fundraising with one distribution... and we never attach files to emails that used to get forwarded far beyond where they were intended. And our accountants save whole days worth of time. In numerical terms, we have probably 10-20x our equity raise from the time we started to just 4-6 months forward. And we were able to hire new staff to help raise capital and know they could rely on our pushing information out through the portal consistently and quickly to their new prospects. We've quickly moved past 6-figure investors and well into 7-figure investors.
PROSVery intuitive and user friendly from an administrator's perspective to get up and running quickly and with only limited time available. Our customers report back we are a stand out among peers and everyone has commented that accessing the site and using the features was simple. The support from the AppFolio IM team is unparalleled; they adapt the program in response to feedback and are always available to help answer technical questions. You never get a "help desk" type experience!
CONSNo complaints yet. New features are added all the time which is great. We are also a user of the AppFolio Property Management site. We evaluated many options and this was the easiest and quickest way for us to launch.
Daisy
Real Estate, 11-50 employees
Used more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2021
Great All-In-One Investor Management System!
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.
PROSThe 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!
CONSThere 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.
Reason for choosing AppFolio Investment Manager
Compared to another software we were approached for, Appfolio was at a much better pricing point. We were using the Appfolio Property Management software already, which we really liked, so decided it would be great to just have everything in one place. Also, we loved that Appfolio would take our feedback and possibly make changes to match our reporting needs.
Brian
Financial Services, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2020
Software you can shape...
While AppFolio's Property Management software is the industry standard, they've only recently introduced their investor management software. With this you get the resources of a juggernaut with the nimbleness of a startup. We've been using AF for over a year and have seen the UI grow by leaps and bounds. 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. Hands down the best experience we've had with a software provider. Their responsiveness, knowledge and overall thoroughness is critical. Pair all this with a reasonable price and you can't lose.
CONSWhatever bells & whistles other providers may offer....AF has either implemented them or has them on their horizon.
David
Real Estate, 1 employee
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2021
Appfolio Investment Management has worked well for me
Very good service and support.
PROSThe 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 software actually has a lot of great features that I don't have the need for today, but it's great to know that I'll have the tools when I'm ready. The email and CRM functionality has come a long way. After a rocky start with the editor, I've started to use IM for all of my investor communication.
CONSIt's all easy to use but I wish it could integrate with other partners who also operate with their own Appfolio IM license. There should be a way to share that info.
Reason for choosing AppFolio Investment Manager
Value for price.
Lucy
Real Estate, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2021
Management made easy
It's been excellent, 10/10 would recommend, technical support makes sure to contact you back about any requests
PROSAppfolio 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
CONSIts been 3 years of use, so far only 1 time there's been an issue with the software and it was fixed within hours
Natalie
Real Estate, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2020
Amazing Experience
Once we are completely on line this software will allow all our investors to be able to see what is going on with their investments and will cut back on the calls I receive.
PROSThe investment features are very important to our business and upon educating myself with the help of [SENSITIVE CONTENT HIDDEN] Team and [SENSITIVE CONTENT HIDDEN] we are working toward utilizing the software and also having all of our investors use it. An amazing software that is transitioning as needed.
CONSThe only real problem we experienced was our upload that did not work due to comas and periods in the upload. I have worked with [SENSITIVE CONTENT HIDDEN] a lot with getting this process completed. This is minimal to the need for this type of software.
Daniel
Real Estate, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2022
Appfolio Investment Management
My experience with IM has been excellent, but our interactions with the IM team, have been even better.
PROSI love how Appfolio Investment Management enables us to streamline our fundraising and reporting activities.
CONSI wish we had training videos for IM features, so we can utilize more of the software.
Jon
Real Estate, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2021
Love Appfolio and their whole team.
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!
PROSI love how easy appfolio is to use and the support from the team.
CONSI 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.
Andrew
Real Estate, 11-50 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 February 2021
Great Product Development Team
Great user support and a very responsive product development team. The platform has robustly boosted our efficiency and streamlined our investor communications.
CONSLike 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.
Anthony
Verified reviewer
Investment Management, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2022
Great management software to keep your investments and investors organized in one platform.
Overall the experience is great. If there is ever any questions, concerns, or changes that need to be made within the platform, the customer service is there on standby waiting to walk you through every step of the process. Literally their support team carries the company. Platform is great too.
PROSEase of use and their dedicated customer service team.
CONSSome features are limited to the more tech savvy users.
Reason for choosing AppFolio Investment Manager
Price
Jaymie
Real Estate, 11-50 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2022
Great product with great customer service
I was a bit intimidated in setting up the system after having tried other CRM / investment management systems and in the past felt it was a lot of work to get to a point where the software was valuable to the business. The customer support is great! They heålped set up our account based on data we provided, and got the system basically functioning and valuable right away. This stood out to me from other similar products.
PROSEasy to navigate, no glitchy, customer portal, simple and effective. Great customer Service.
CONSAs with any software it takes a little getting used to, but generally pretty intuitive.
Vendor Response
Hi Jaymie, we are so glad our Customer Support team has been able to put your concerns with implementation at bay - We greatly appreciate your feedback!
Replied December 2022
Tammy
Real Estate, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2022
AppFolio
Although I am still on the learning curve, I am very pleased with the commitment of the AppFolio team to guide me in the process. Everyone I have come across has been dedicated to helping me problem solve and become more and more familiar with the system.
PROSEase of use, simple. Pleased with the level of customer support and the continuing updates to improve the system.
CONSI would have liked more training in learning to use the software..still learning to use it months later.
Amy
Real Estate, 11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed February 2021
User-friendly and Intuitive Design
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.
PROSAIM 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.
CONSThe waterfall calculation could use some added levels of complexity.
Reasons for switching to AppFolio Investment Manager
As a long-time user of AppFolio Property Manager for our accounting software, the integration with AIM is what initially got our attention. We were updating two different systems with our previous investment management software and catching various oversights. However, the ultimate reason for our switch is AIM's capital account statement functionality and the ability to include current net equity in our IRR calculation.
May
Real Estate, 11-50 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2022
AppFolio Investment Management is the best!
I handle the financial reports and take care of the accounting aspect of the business. Using AppFolio Investment Management is very convenient and helpful
PROSThe subsequent innovations and improvements developed for the convenience of the investment managers and users/investors
CONSRight now, more feature are being introduced so there's none really except maybe for the pricing lol
Henry
Real Estate, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2021
AppFolio
It’s been great
PROSExcellent customer service [SENSITIVE CONTENT]
CONSSite is sometimes slow but otherwise no major cons
Mallory
Real Estate, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2021
Love appfolio team
Wonderful customer service. Can’t rave enough about their great customer experience and their ability to listen and adapt to the needs of their clients. We are all so pleased with appfolio.
PROSQuick responses to all questions and inquiries! They listen to our feedback and makes changes/updates to the system based off our feedback which is huge for us as a small growing company! We are so happy with appfolio being our investor portal.
CONSSometimes there are tasks I don’t have the ability to do on my own. The appfolio team always handles the task on their end within minutes of me emailing them, so it’s a very minuscule con.