AppFolio Investment Management vs Juniper Square vs Windham Portfolio Advisor

Starting Price

$1.00/month

Not provided by vendor Not provided by vendor

Best For

Investment managers who rely heavily on customer interactions

Real estate investment managers who manage outside capital

For institutional investors - return and risk estimation, portfolio construction and evaluation, cash flow simulation, and reporting.

Rating


5 / 5
(1)


5 / 5
(34)


5 / 5
(6)

Ideal number of Users

1 - 499

2 - 1000+

1 - 99

Ease of Use


5 / 5

5 / 5

4.5 / 5

Customer Support


5 / 5

5 / 5

5 / 5

Features & Functionality


5 / 5

4.5 / 5

5 / 5

Value for Money


5 / 5

5 / 5

4.5 / 5

Product Features

  • check Accounting Management
  • close Benchmarking
  • close Bonds / Stocks
  • check Client Management
  • check Client Portal
  • close Commodity Futures
  • close Compliance Reporting
  • check Data Import / Export
  • close For Investment Advisors
  • check For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • check Real Estate
  • close Risk Management
  • check Accounting Management
  • close Benchmarking
  • close Bonds / Stocks
  • check Client Management
  • check Client Portal
  • close Commodity Futures
  • check Compliance Reporting
  • check Data Import / Export
  • check For Investment Advisors
  • check For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • check Real Estate
  • check Risk Management
  • close Accounting Management
  • check Benchmarking
  • close Bonds / Stocks
  • close Client Management
  • close Client Portal
  • close Commodity Futures
  • close Compliance Reporting
  • close Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • close Fund Management
  • close Modeling & Simulation
  • close Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • check Risk Management

Screenshots

View 3 screenshots 163752 thumb
View 4 screenshots 93855 thumb
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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • close Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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AppFolio Investment Management vs Juniper Square vs Windham Portfolio Advisor

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share Share Your Comparison of Windham Portfolio Advisor vs Juniper Square vs AppFolio Investment Management