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AppFolio Investment Manager

Manages investor contact and bank information, summarizes investment positions, and tracks capital invested and distributed.

Made by AppFolio

  • Email/Help Desk

  • Chat

  • Phone Support

  • Knowledge Base

  • FAQs/Forum

What is AppFolio Investment Manager?

AppFolio Investment Manager is a comprehensive commercial real estate ecosystem that enhances investor experiences and simplifies investment operations. It offers a modernized portal to stay ahead of evolving investor expectations and personalize experiences at scale. The platform streamlines workflows, automating internal investment operations while adding an extra layer of accuracy and security. It serves as a single source of truth, fueling thoughtful transparency for teams and investors. AppFolio Investment Manager aims to be a trusted technology partner, committed to helping clients succeed

Highlights

  • Optimized back-office operations including waterfall distributions, performance dashboards, and fundraising tracking
  • Relationship management with a CRM and Investor Portal that elevates and automates investor communications
  • Asset management with AppFolio Alpha that visualizes key asset data, providing a competitive edge

Platforms

  • Desktop Linux
  • Desktop Chromebook
  • Android
  • Windows
  • Cloud, SaaS, Web-based
  • On-Premise Linux
  • Mobile iPhone
  • Mac
  • Desktop Windows
  • Mobile iPad
  • Linux
  • Mobile Android
  • Desktop Mac
  • iPhone
  • Web-based
  • On-Premise Windows
  • iPad

Languages

  • English

Social

Features

    • Email/Help Desk

    • Phone Support

    • Chat

    • In Person

    • FAQs/Forum

    • Live Online

    • Knowledge Base

    • Webinars

    • Videos

    • Documentation