STRATAFOLIO

STRATAFOLIO

Designed for commercial real estate owners using QuickBooks, this online software solution streamlines operations by automating lease management, ACH payments, and maintenance requests. Users gain a consolidated financial overview, enabling easy tracking of asset values and cash flow. Investor dashboards enhance transparency, fostering trust and confidence among stakeholders.

Top STRATAFOLIO Alternatives

1

ReconAdvantage

ReconAdvantage enhances the capabilities of PortfolioShop's suite by delivering precision-driven shadow accounting, robust performance measurement, and insightful client reporting.

2

AlphaSense

Investment management professionals turn to this software to streamline decision-making and uncover critical insights from an expansive array of public and private content.

3

FactSet

Trusted by over 6,000 financial services firms, this platform delivers superior financial data and market analytics that empower investment professionals.

4

Tribevest

A powerful platform for collaborative investments, Tribevest enables friends and family to form and manage multi-member LLCs seamlessly.

5

Wealth Management Platform

This wealth management platform empowers investors to explore thousands of sustainable investment opportunities tailored to their passions.

6

Captools net

Captools/net Investment Portfolio Software represents the third generation of advanced solutions for investment advisors, money managers, and broker/dealers.

7

fi360 Toolkit

Users highlight the exceptional reports as a standout feature, driving business efficiency and client engagement...

8

PAM

It seamlessly integrates transaction and cash management, reporting, and valuation, allowing users to customize accounting...

9

Windham Portfolio Advisor

Its user-friendly interface streamlines complex analyses, while robust graphical and reporting features enhance communication of...

10

TradeLog

With options for both DIY and turnkey services, it alleviates the tax burden, allowing active...

11

Investor Portal

It integrates seamlessly with CRM and accounting systems, enabling customized dashboards and reports...

12

Ledgex

It ensures that all data is entered once, enriched over time, and seamlessly linked to...

13

FinFolio

With customizable features, light CRM capabilities, and a focus on user experience, it simplifies complex...

14

Complex Interests

With a robust estate plan in place, they strategically leverage assets and investments, while actively...

15

Syndicately

Users can easily onboard clients, ensure KYC/AML compliance, and automate workflows, from digital subscriptions to...

Top STRATAFOLIO Features

  • Automated lease escalations
  • ACH payment automation
  • Real-time financial syncing
  • Consolidated portfolio overview
  • Trend and pattern analysis
  • Investor dashboard access
  • Read-only investor login
  • Instant report emailing
  • Aggregate asset values
  • Maintenance request management
  • Work order tracking
  • Easy CAM reconciliations
  • Streamlined rent roll export
  • Spending trend identification
  • Property unification under one platform
  • Cash on cash return tracking
  • QuickBooks integration requirement
  • Enhanced operational efficiency
  • Time-saving automation features
  • Confidence-building investor reports