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Description
AppFolio Investment Management offers a comprehensive cloud-based software solution designed specifically for real estate investment management. This versatile platform, accessible through a single login, equips users with powerful tools to enhance the efficiency of fund and syndication management. Investors can utilize an intuitive self-service Investor Portal, which allows for convenient 24/7 access, interactive dashboards, and a robust CRM that facilitates effective communication and fundraising efforts. Developed by the acclaimed team responsible for AppFolio Property, this portal grants investors continuous access to a personalized dashboard that outlines their investment status and asset details, including both invested and distributed capital. Investors benefit from real-time insights into their financial positions as well as the ability to easily locate important reports, tax documents, and other shared files, with the added security of electronically signing agreements. Through its user-friendly interface, the AppFolio Investor Portal not only simplifies investment management but also strengthens the connection between investors and their investment managers.
Description
Realty Pilot has finally unveiled the long-anticipated Asset Management Platform that you've been waiting for. It features everything you need all in one place, boasting an intuitive and user-friendly interface along with extensive functionalities that can either operate independently or seamlessly integrate with your current systems. Additionally, it ensures robust security through system-wide SOC compliance and adheres to the GLB Act. For years, servicers and asset management professionals have struggled with a multitude of disparate systems, each functioning independently and lacking communication with one another. This fragmentation has added to workloads, increased stress levels, and introduced significant inefficiencies within organizations. However, with Realty Pilot’s Concourse360 First Class, these challenges can finally be addressed and resolved, ushering in a new era of streamlined operations. Embrace the future of asset management and take the first step toward enhanced efficiency today.
API Access
Has API
API Access
Has API
Integrations
PATLive
RemoteLock
Vyzer
Pricing Details
$600 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
AppFolio
Country
United States
Website
www.appfolioinvestmentmanagement.com
Vendor Details
Company Name
Realty Pilot
Country
United States
Website
realtypilot.com/asset_platform.html
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management