AppFolio Investment Management
Maximizing returns and surpassing investor expectations, this cloud-based investment management solution equips firms with a powerful Investor Portal. Investors gain 24/7 access to personalized dashboards, showcasing investment positions and asset information. With streamlined fundraising workflows and robust CRM capabilities, it enhances professional relationships while ensuring top-tier security for sensitive data.
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Top AppFolio Investment Management Features
- Investor Portal for 24/7 access
- Real-time investment summaries
- Automated fundraising workflows
- Robust CRM for investor management
- Actionable insights with AppFolio Alpha™
- Secure document sharing and signing
- Customizable dashboards for investors
- Enhanced professional image
- Scalability with reduced overhead
- Dedicated customer support
- Live training sessions
- Comprehensive fund management tools
- Streamlined syndication processes
- Transparent communication with investors
- Integrated reporting and tax forms
- Single source of truth
- Enhanced security measures
- Efficient internal operations automation
- Flexible cloud-based solution
- Custom demos with product experts.
