AppFolio Investment Manager

About AppFolio Investment Manager
AppFolio Investment Manager is a commercial real estate ecosystem that enhances your investor experiences and simplifies your investment operations.
In other words, we are...
A modernized portal that helps you stay ahead of changing investor expectations and personalizes your investor experiences at scale.
A streamlined workflow that automates your internal investment operations while adding an extra layer of accuracy and security
A single source of truth that fuels thoughtful transparency for your teams and investors.
AppFolio Investment Manager aims to be your technology partner. When you succeed, we succeed.
Our award-winning customer success team has designed a simple system to help you throughout onboarding and implementation. Once you are up and running, you will have a dedicated customer success manager for continuous support and 24/7 access to our online help center.
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Reviews
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- Industry: Financial Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Love this product and team
Reviewed on 2022/10/19
The software is great and always improving. The differentiator is the experience of working with...
The software is great and always improving. The differentiator is the experience of working with the Appfolio Teams. It feels like a real partnership, and that's why I enjoy working with them so much.
Pros
The product is straighforward and intuitive, and the team legit listens to feedback from the field.
Cons
I can't say anything negative about the software. It's all the usual entitled user groans...like when my favorite shortcut (or something else) changes, and I have to relearn it.
Response from AppFolio
Justin - thank you for the glowing review, and for being one of our best partners! We love working with you, and our product team values your feedback. We really enjoyed meeting you in person at our Customer Conference. We hope to see you out on the road again soon.
- Industry: Real Estate
- Company size: 51–200 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
AppFolio IM Review
Reviewed on 2022/11/10
AppFolio Investment Management has exceeded my expectations. [SENSITIVE CONTENT] has been instrument...
AppFolio Investment Management has exceeded my expectations. [SENSITIVE CONTENT] has been instrumental in helping us understand all of the features of the platform and helping us adapt to use it effectively.
Pros
I am most impressed with the waterfall functionality and investor portal functionality.
Cons
The ability to manipulate investments from the user side is limited. For example, unrolling transfers, importing historical data, making bulk updates to historical data.
- Industry: Real Estate
- Company size: 2–10 Employees
- Used Monthly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Time Saver
Reviewed on 2020/11/23
The initial experience converting data could have been better managed. We were provided with...
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.
Pros
Saving 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.
Cons
Not 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.
- Industry: Real Estate
- Company size: 11–50 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Appfolio Investment Management deserves a strong look
Reviewed on 2022/04/07
I love that Appfolio truly listened to my needs as a customer when I was doing an ongoing evaluation...
I love that Appfolio truly listened to my needs as a customer when I was doing an ongoing evaluation of the tool. We had discussions for over a year before we made the switch and I saw constant improvements in the tool as well as specific enhancements that I personally asked for in our discussions. I truly felt that my requests were heard and implemented.
Pros
I love the integration directly with Appfolio's Property Manager software. It has made our life much easier when communicating between our offerings, distributions, and operations. Once you have spent some time with the tool, everything is very intuitive and laid out in a user-friendly way. G-mail integration was also a feature I really like that now allows me to search my own e-mails for what I have sent to investors without needing to go into the tool to do so.
Cons
The customer facing offering page and my ability to customize an offering to my investors could still use some upgrades, but has improved dramatically.
- Industry: Real Estate
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Appfolio is great!!
Reviewed on 2022/07/19
Pros
I think appfolio is really easy to use. The customer service is top notch. I get responses within a few hours of sending in a support ticket. The team is helpful and patient. will schedule calls if necessary. I am more impressed each time when things are handled and resolved quickly.
Cons
I don't like that i can't activate the investment until all signatures are received. it is frustrating however causes us to be more disciplined.
AppFolio Investment Manager FAQs
Below are some frequently asked questions for AppFolio Investment Manager.Q. What type of pricing plans does AppFolio Investment Manager offer?
AppFolio Investment Manager offers the following pricing plans:
- Starting from: US$650.00/month
- Pricing model: Subscription
- Free Trial: Not Available
Transparent pricing designed for your business. Pricing starts at $700/MONTH.
Q. Who are the typical users of AppFolio Investment Manager?
AppFolio Investment Manager has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does AppFolio Investment Manager support?
AppFolio Investment Manager supports the following languages:
English
Q. Does AppFolio Investment Manager support mobile devices?
AppFolio Investment Manager supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does AppFolio Investment Manager integrate with?
AppFolio Investment Manager integrates with the following applications:
ButterflyMX, Conservice ESG, Happy Property, Homebase, Knock, NetVendor, Opiniion, RentCheck, ShowMojo
Q. What level of support does AppFolio Investment Manager offer?
AppFolio Investment Manager offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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