AppFolio Investment Management vs FundPortal

Starting Price

Not provided by vendor

$300.00/month

Best For

Real estate investment managers who manage syndications and funds

Hedge Fund Managers, placement agencies, 3rd party marketers

Ideal number of Users

1 - 499

1 - 999

Rating


5 / 5
(3)
(0)

Ease of Use


5 / 5

Customer Support


5 / 5

Features & Functionality


4.3 / 5

Value for Money


5 / 5

Product Features

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

Screenshots

View 3 screenshots 163752 thumb
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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 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

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AppFolio Investment Management vs FundPortal

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FundPortal vs AppFolio Investment Management