AppFolio Investment Management Erfahrungen

Über AppFolio Investment Management

AppFolio Investment Management ist eine cloudbasierte All-in-one-Softwarelösung für das Immobilienmanagement.

Erfahre mehr über AppFolio Investment Management

Vorteile:

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.

Nachteile:

Some features are limited to the more tech savvy users.

Bewertungen zu AppFolio Investment Management

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,6
Kundenservice
4,9
Funktionen
4,4
Preis-Leistungs-Verhältnis
4,8

Weiterempfehlungsquote

9,3/10

AppFolio Investment Management hat eine Gesamtbewertung von 4,7 von 5 Sternen basierend auf 74 Nutzerbewertungen auf Capterra.

Nutzerbewertungen filtern (74)

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Nutzerbewertungen filtern (74)

Michael
CEO in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

[SENSITIVE CONTENT] is the Man

5,0 vor 2 Wochen Neu

Kommentare: It's been realatively easy to use. [SENSITIVE CONTENT] is very patient, takes his time with our team and goes through various challenges completely. He knows his stuff, is nice to work with and doesn't seem to complain when I ask idiotic questions and request things that I likely should simply know how to do. He is a pro and I'd give him a bonus in the realm of 100% to 200% his annual salary.

Vorteile:

As a smaller developer having a professional client-side portal helps to instill confidence in our product and investments. Appfolio allows us that in a very simple fashion.

Nachteile:

The software is a bit primitive and still needs a few features. It feels like it's going in the right direction and I've watch this team systematically build the dnamic property management side in a very cohesive and sensible fashion and I'm sure if those same people are working here we'll look back in a couple years at a masterpiece.

Jesse
CFO in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Actual User Experience

5,0 vor 8 Monaten

Vorteile:

Checks all the boxes. I'm able to do everything I need to run a buy side real estate investment company

Nachteile:

maybe the performance stuff. I think this area could be improved.

Jennifer
Executive Assistant in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Glenmont Capital Management

2,0 vor 4 Monaten

Kommentare: Well, I am glad [SENSITIVE CONTENT] is my customer service rep. I hate that I can't call in with a problem, but [SENSITIVE CONTENT] answers me very quickly. When we did letters via mail merge, it was much easier, however the K-1s are much easier with your software. To be honest, if we didn't have the investors now so invested in the portal, I don't know if we would have continued. We are a unique company, and are needs might be different than the norm. If the above problems are worked on, than the software would be great.

Vorteile:

How easy it is to upload K-1s. How easy it is to send out bulk email to investors that don't have CC's. How easy the search function is. I like that I have a relationship with my customer service rep. He knows a little bit about my business so therefore can help me better

Nachteile:

That you cannot email contacts from the Investing Entities Page. There is not a CC option, meaning if I do a Bulk letter and [SENSITIVE CONTENT] wants his Assistant [SENSITIVE CONTENT] CC'd, I have to do them separately. I have to type [SENSITIVE CONTENT] name and below write CC: [SENSITIVE CONTENT]. I cant do the Insert First name option, because [SENSITIVE CONTENT] will think it is for her. Most of my investors have CC's which makes the bulk email option less usable for me. When you are working on a list, that if you click on a contact and have to go back to the list, it doesn't go back to where you were but it goes to the top of the list. More merge fields, for instance, when I send out an email, I wish there was a merge field that shows the persons Investing Entities. For instance [SENSITIVE CONTENT] has 14 different Investing Entities. If I am doing a bulk email, it would be great to have an option of choosing a merge field for an investing Entity so he knows which one I am talking about. You should have a contact for a Bank Contact. When we do Distributions, Investors have a contact at the bank. You have an option for tax but not an option for Bank contact. Also, a lot of Investors don't want to fill out forms, I don't know if it is possible, but an option for their assistant to fill in the forms, but then the investor signs in to sign it, once it filled out by the assistant. I am open to further discussion.

Ryan
CFO in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Andover Review

5,0 vor 2 Monaten Neu

Kommentare: Great experience thus far. Customer support (thanks Tim) is excellent.

Vorteile:

Very easy to use and has been a great tool to improve efficiency in managing investor data, fundraising, and document dissemination/storage.

Nachteile:

The calculations of financial waterfalls don't always match up to our deal structures so we still are using spreadsheets to calculate distributions. In addition, the reporting features are good, but would like to see them be more customizable.

Sidney
Associate in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

AppFolio is great!

5,0 vor 3 Wochen Neu

Kommentare: Our overall experience has been very positive. The customer support team has to be the single best part about the software! They are prompt and get to the bottom of all our questions quickly.

Vorteile:

Our team loves how many different features AppFolio has. We jumped in 3 months ago and have been refreshed by the ease of use.

Nachteile:

We wish there was more customizability within the layout of the software.

Andrew
Principal in USA
Vermögensverwaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great Service and Value

5,0 vor 2 Wochen Neu

Kommentare: We have had great success with our overall investor experience and have fully integrated into our capital raise process.

Vorteile:

The ease of use, ease of adoption, and available/responsive support team.

Nachteile:

The CRM Features are limited, but they are sufficient for an investor portals needs.

Verifizierter Rezensent
CEO in USA
Verifizierter Nutzer auf LinkedIn
Vermögensverwaltung, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Top Tiered Investment Management Software at a Reasonable Price

4,0 letztes Jahr

Kommentare: I'm a very happy customer and would definitely recommend this solution!

Vorteile:

AppFolio Investment Management integrates seamlessly with AppFolio Property Manager, enabling seamless accounting. Additionally, the ability to easily create distributions and print checks via Property Manager is a big plus for us. The support team is super friendly and helpful as well!

Nachteile:

Some items require the AppFolio team to adjust them and the system is pretty unforgiving if a mistake is made (i.e. a data entry error is hard to delete without contacting support and having them do it via the backend).

Andrea
Operations in USA
Immobilien, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Appfolio is great!!

5,0 vor 4 Wochen Neu

Vorteile:

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.

Nachteile:

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.

Joshua
Financial Analyst Intern in USA
Immobilien, 51-200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Great System with Great Support

5,0 vor 4 Wochen Neu

Vorteile:

The product is very user friendly and whenever we have run into problems the support team is very responsive and goes above and beyond each time we ask for their help.

Nachteile:

Some things can only be done by the support team on the backend, as an admin we should have control over everything. While this is the main con of the software the support team is still very responsive and helps quickly when we need them.

Josh
President in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great Product Excellent Support

5,0 vor 4 Wochen Neu

Vorteile:

Excellent support. Ease of use. Fantastic customer service.

Nachteile:

No issues, all components work well so far.

Daniel
President in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Aeon Partners Impressed with AppFolio Investment Management

5,0 letztes Jahr

Kommentare: Working with AppFolio Investment Management daily has been a favorable experience. AppFolio IM has the functionality we need and the features our investors require. Moreover, we can ask a question and AppFolio IM support staff (an actual person!) will respond quickly with a solution(s).

Vorteile:

In addition to the outstanding customer service that accompanies the software, the software is user-friendly with the functionality we require. Between calculating performance metrics, calculating waterfalls, investor management, asset management, and fundraising capabilities, AppFolio IM is a full-service software package that meets and exceeds our expectations as Investment Sponsors/Asset Managers and the expectations of our investors.

Nachteile:

Zero--continue innovating and adding functionality based on user feedback. We are impressed with the software and would recommend to anyone.

Will
Vice President in USA
Immobilien, 51-200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

AppFolio IM Provides Tremendous Value at a Great Price!

5,0 vor 2 Jahren

Kommentare: The biggest benefits of AppFolio Investment Management are that we now look and feel more professional to our investor group, and implementing the solution was neither time-consuming or costly. On an ongoing basis, the platform reduces the time required to keep track of our growing investment and investor base, enhances our investor communication methods, keeps us closer to and more constantly in contact with our investors, and helps ensure data accuracy via integration with AppFolio Property Manager.

Vorteile:

My investors love the portal and it makes my life exponentially easier versus manual and scattered investment tracking methods. My firm already uses AppFolio Property Manager, so it was an easy decision to add Investment Management, and the integration is seamless. We also felt that the price point was very attractive compared to other stand-alone programs, but without making any real sacrifices from our "must-haves." The customer support has been tremendous and I feel as if the software is continually evolving for the better.

Nachteile:

Some features and functionality are still lacking, although the product team is constantly in contact for feedback and advice on new features. For some minor items, we had to create workarounds until newer functionality is fully built-out, but nothing has held me back from becoming fully operational in the platform. That said, we appreciate that the system is getting better-by-the-day and that we have a voice in future versions of the product.

Gary
Asset Manager in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

AppFolio is great

4,0 vor 8 Monaten

Kommentare: They're new to the game, which I like because the price is lower and their team is eager to improve. And we get to give our advice and feedback so the product is created in ways that fit our needs

Vorteile:

It's a secure way to trasnmit K-1s and receive bank info, etc. It's a great CRM system. Our investors love having a portal they can access at anytime to see their investments, distributions, monthly reports, sign subscription documents, etc.

Nachteile:

There are some features that are still missing, but it's still a great value and they're constantly improving and making updates.

Peter
Director of Business Development in USA
Immobilien, 11-50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

On the way to a great product

5,0 vor 2 Jahren

Kommentare: We got rave reviews from many investors. It is a great platform and (still as of this review) costs a fraction of the leading products out there who have a few more features and are a bit more mature. However, AppFolio has been awesome in listening to reasonable requests which make the product better and hence they roll out new features often. This to me is very valuable. Try to have any of the 2-3 "leading elephants" move or change something .... Good luck. So I am very happy with the decision to go with AppFolio. It does 95% of what we need for 50% (or even less) of the price of the others.

Vorteile:

- The Investor view is very good and easy to understand for the investor. Good overview with easy drill down. - You can send out new investment solicitations from within the system - Integration into Email

Nachteile:

Still a bit rough in some aspects like file management, if you have A LOT of files. If you only have let's say up to 10 or so files per investment, all is peachy. You can have an endless amount of files, but it is not that easy to display. They are working of making that easier on the eye.

Jeremy
Partner and Chief Risk Officer in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Greatest business enabler so far

5,0 vor 3 Jahren

Kommentare: We were using email and conference calls to communicate investment information previous to AppFolio IM. Every time we had a call or sent an email different content was shared and it was a labor intensive process that we couldn't keep up with. Even worse, our accounting team managed investor reports via Excel reports which were cumbersome, time consuming to create, had errors, and we weren't always sure which was the latest version. Using AppFolio IM we can add all investors to a prospective opportunity and launch fundraising with one distribution... and we never attach files to emails that used to get forwarded far beyond where they were intended. And our accountants save whole days worth of time. In numerical terms, we have probably 10-20x our equity raise from the time we started to just 4-6 months forward. And we were able to hire new staff to help raise capital and know they could rely on our pushing information out through the portal consistently and quickly to their new prospects. We've quickly moved past 6-figure investors and well into 7-figure investors.

Vorteile:

Very intuitive and user friendly from an administrator's perspective to get up and running quickly and with only limited time available. Our customers report back we are a stand out among peers and everyone has commented that accessing the site and using the features was simple. The support from the AppFolio IM team is unparalleled; they adapt the program in response to feedback and are always available to help answer technical questions. You never get a "help desk" type experience!

Nachteile:

No complaints yet. New features are added all the time which is great. We are also a user of the AppFolio Property Management site. We evaluated many options and this was the easiest and quickest way for us to launch.

Jon
President in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Real Estate Investment Fund Servicing Software -

4,0 vor 2 Jahren

Kommentare: Our company is a smaller private real estate investment company, and have one fund at this time. We have about 100 investors in the fund.
This software allowed us to have an online presence for our investors, which is not perfect, but has been improving over the 12 months since we started using the software.
Software also allows us to take care of a lot of the back end accounting and tracking for our real estate investment, membership capital, quarterly distributions, as well as communication hub.

Vorteile:

Cloud based Built in CRM to track all client information. Can email directly from software to borrower. Includes Investor portal that allows investors to track balances, history, transactions for investment account. Appfolio customer service is great This software works directly and integrates with Appfolio Property Manager software, which we have used for 8 years. We have reduced our need for spreadsheets for tracking purposes by about 80% Ability to pay, reinvest, distribute, track dividend payments right in the software- we do this quarterly, so this is a big time saver.

Nachteile:

Improvements are needed as far as ability to customize certain areas of the investor portal, and the investor statements. Ability to add, or remove information, headings, titles, categories from investor portal and investor statements. Appfolio does take support requests seriously and has made some adjustments based on recommendations.

David
President in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Great Customer Service by [SENSITIVE CONTENT]

5,0 letzte Woche Neu

Kommentare: Great - super knowledgeable, professional, friendly and timely support.

Vorteile:

Ease of use and great communication tool. Also, the AppFolio team really understands how real estate sponsors operatoe.

Nachteile:

A few features are buried - and recently you changed from having entity co-signers to having entity "required signers" - didn't like that change.

Daisy
COO & Partner in USA
Immobilien, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great All-In-One Investor Management System!

5,0 letztes Jahr

Kommentare: Appfolio has been great when it comes to customer service and helping us get the system all set up properly. They have even offered solutions when it comes to replicating some of the complicated structures in the system. They have also been open to any feedback that would make the system easy for us and our investors to use.

Vorteile:

The Appfolio Investment Management software allowed us to consolidate all of our various spreadsheets into one system. This allowed us to have one go-to place for investor information. It will also allow our investor to check their investments and access docs whenever they need to. The system has been very easy to use overall!

Nachteile:

There are a few changes that need to be done on the back-end. However, every Appfolio associate I have talked to has been really helpful and quick with the turn around time.

George
President & CEO in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Excellent Centralized Platform

5,0 vor 2 Jahren

Vorteile:

AppFolio Investment Management enables our firm to tie property management, accounting, investor reporting, and fund raising all into one platform in an incredibly efficient manner. Our favorite feature is the investor portal which allows us to keep our equity partners up to date on all of our properties. We love being able to offer our partners features such as this which prior to AppFolio would have only been available to firms much larger than ours.

Nachteile:

We have run into very few problems with the software and anytime we identify an area of improvement the AppFolio Investment Management staff is quick to assist.

Brian
Director of Investor Management in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Software you can shape...

4,0 vor 2 Jahren

Vorteile:

While AppFolio's Property Management software is the industry standard, they've only recently introduced their investor management software. With this you get the resources of a juggernaut with the nimbleness of a startup. We've been using AF for over a year and have seen the UI grow by leaps and bounds. For us the 2 greatest aspects of the platform are the ability to request features, edits, requests (big or small) and actually see them get implemented. The other is the customer service. Hands down the best experience we've had with a software provider. Their responsiveness, knowledge and overall thoroughness is critical. Pair all this with a reasonable price and you can't lose.

Nachteile:

Whatever bells & whistles other providers may offer....AF has either implemented them or has them on their horizon.

Nicholas
COO in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Love our AIM portal

5,0 vor 2 Jahren

Kommentare: My team and I love using it

Vorteile:

Ease of use, easy to find items, the flow to setting up new deals is much easier. Investors enjoy using the platform

Nachteile:

Could use more waterfall options, not being able to change docs once the investments goes live to investors.

Amanda
Director - Investor Services in USA
Immobilien, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Investor Friendly

4,0 vor 3 Monaten

Vorteile:

This is very user friendly for investors and if you aren't currently using anything, is a good start for oganizing.

Nachteile:

There are many features that are still needed to compete with the higher tier companies.

Angie
Director of Accting in USA
Immobilien, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

AppFolio IM Implementation

5,0 letztes Jahr

Kommentare: It is amazing to have a place to safely keep all of our investor information that can then be used to calculate distributions.

Vorteile:

Not only does IM integrate with AppFolio, but it eliminates our reliance on clunky error prone excel workbooks for calculating our distributions. It saves us time, and gives us peace of mind that that calculations are accurate, and it saves us time in entering them in a separate step.

Nachteile:

Hard to say there is something we didn't like about the software; One place that we continue to see need is in reporting. The team has been great taking our recommendations and continually adding new functionality, especially in this area. There is so much useful information that we have in IM, that we utilize for other calculations, the more reporting options the better.

Jerry
CFO in USA
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Watermrq Capital Partners

4,0 vor 2 Jahren

Kommentare: We were very impressed with the smooth transition, customer service is outstanding. A big shoutout to [SENSITIVE CONTENT HIDDEN] always responsive and attentive to my concerns. A great team to work with!

Vorteile:

The ability to be transparent with our investor and have all our investment history neatly in one place added a tremendous confidence that our investor have with our firm.

Nachteile:

Would love to see more built-in option to make larger distributions. Would be great to have more internal reporting features for current and past deals.

Eric
Principal in USA
Immobilien, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Appfolio Investment Management deserves a strong look

5,0 vor 4 Monaten

Kommentare: 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.

Vorteile:

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.

Nachteile:

The customer facing offering page and my ability to customize an offering to my investors could still use some upgrades, but has improved dramatically.