# Covercy Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Covercy Software - reviews, pricing plans, popular comparisons to other Commercial Real Estate products and more. Source: https://www.capterra.com/p/173106/Covercy --- # Covercy Software Review 2026: Features, Integrations, Pros & Cons Last updated on April 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Covercy ## What is Covercy? Covercy is the first Banking-Embedded Investment Management Platform with AI (artificial intelligence) built for commercial real estate (CRE) investment firms. Save time with our automated distribution & capital call payment processing and gain your LPs’ trust with our intuitive Investor Portal all in one platform. If you are a CRE investment firm who caters to high net work (HNW) clients or family office investors, this platform will help you drive growth for your investment firm. ## What is Covercy used for? [Payment Processing](https://www.capterra.com/payment-processing-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Commercial Real Estate](https://www.capterra.com/commercial-real-estate-software/) Top alternative Featured Overall rating Based on 9 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $398 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Covercy?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.covercy.com/&name=Covercy) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Covercy 4.3 (9) VS. [4.7 (100)](https://www.capterra.com/p/186948/AppFolio-Investment-Management/reviews/) Starting Price $398 Flat Rate, Per Month Starting Price $650 Other, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (9) Ease Of Use 4.7 (100) Value For Money 4.4 (9) Value For Money 4.8 (76) Customer Service 4.0 (9) Customer Service 4.9 (74) ## Covercy alternatives [4.0 (9)](https://www.capterra.com/p/248341/Yardi-Investment-Manager/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 78% of reviewers rated it above 4 stars [4.2 (2,007)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [Plaid](https://www.capterra.com/p/174384/Plaid/) [4.4 (100)](https://www.capterra.com/p/174384/Plaid/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/174384/Plaid/) [InvestNext](https://www.capterra.com/p/185770/InvestNext/) [4.7 (20)](https://www.capterra.com/p/185770/InvestNext/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/185770/InvestNext/) [View all alternatives](https://www.capterra.com/p/173106/Covercy/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Accounting 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Client Portal 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients Compliance Tracking 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Track and report regulatory data to either internal management or external stakeholders Data Import/Export 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Fund Management 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage allocation and performance of financial assets Investments Tracking 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Monitor capital allocation and asset prices over time Covercy 45 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Manage and track all internal and external communication conducted via calls, email, text, or chat Track and manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Manage, organize, and store contact information Alter the layout and content of reports Import and export data to and from software applications Protect sensitive data for digital privacy Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Receive and/or send email notifications for urgent updates, requests, or other information Create and send email blasts/campaigns Track collected or paid charges for services performed or access granted Plan, manage, and track the financial activities of an individual or organization For commercial properties such as office buildings, medical centers, malls, hotels, retail stores and other public buildings Used by retail investors and active traders/day traders Manage allocation and performance of financial assets Monitor capital allocation and asset prices over time Store information about leads or contacts and track, manage and nurture them throughout the sales process Manage and handle various international currencies Process payments via multiple modes directly through the application Accept and process online payment transactions A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Receive data and information in real time Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Online portal through which end users can access the system, manage tasks, or obtain information Track the status over time for a request, process, asset, or transaction Set up connections to third-party platforms to improve business processes Measure and track time including hours worked and paid time off (PTO) Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Monitor or audit historical and current transactions to analyze customer account activities Interact with data visualization elements, such as charts and graphs, to drill down into data Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.4 (9) 4.4 Based on 9 reviews ## Pricing Value for money 4.4 (9) Free Trial [View pricing plan details](https://www.capterra.com/p/173106/Covercy/pricing/) Fundraising Starter $398.00 Flat Rate,Per Month It includes: - AI Content Generator - eSignatures - Automated Contribution Payments - Fundraising Pipeline Management - Interactive Investor Pitch Deck - Showcase Opportunities on Your Website - Investor Accreditation Standard $480.00 Flat Rate,Per Month It includes: - AI Content Generator - Investor Portal - eSignatures - Automated Contribution Payments - Automated Waterfalls - Investor Reports - Investor Email Communications - Document Sharing - Automated K1 Matching Professional $688.00 Flat Rate,Per Month It includes: - Investor Portal - Fundraising Pipeline Management - Interactive Investor Pitch Deck - Showcase Opportunities on Your Website - Investor Accreditation - Fully Customizable Permissions - Rent Manager Integration - Yardi Exporter - Raw Data Integration Hub Value for money 4.4 (9) 4.4 Based on 9 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.0 (9) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.0 (9) 4.0 Based on 9 reviews ## User reviews Overall rating 4.3 Based on 9 reviews Filter by rating 5(6) 4(2) 3(0) 2(0) 1(1) Mentioned topic Sorted by most recent TK Talila K. ceo E-Learning ### "I recommend using covercy" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 30, 2022 I loved working with the software and the people. It was easy, quick and tranparent. No hidden fees. Pros Ease of use, using local currency so the transfer fees are lower, great customer support Cons starting point is high, so can't transfer small amounts Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RK Ryan K. Director of Construction Commercial Real Estate ### "Great customer service and ease of us with some software limitationd" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 29, 2022 Great so far, customer service contact is working to address the limitations we have found Pros Ease of use Simple format and easy to understand Cons There are limitations to the options for data inputs such as change in valuation Alternatives considered [Juniper Square](https://www.capterra.com/p/171269/Juniper-Square/) Reasons for choosing Covercy Format and customer service Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Senior Product Owner Financial Services ### "My choice for international money transfers" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 18, 2018 Pros Very easy to learn and use. The initial onboarding is a bit of a hassle since you need to supply some documentation, but of course thats a given. Cons Would be good to have real time comparison of the tariff. Also video identification would be good as well. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 27, 2018 Thank you for your kind review! AG Avigail G. N/A ### "I transferred money to fund my own investment account. had a good overall experience " 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 0/10 May 16, 2018 Pros I like the fact than the prices are well transparent, and before you start a transaction you're well aware of all the underling fees and you know exactly how much you'll send/receive . Cons Costumer service was fair, but could improve - when I been asked to reopen a transaction for technical reasons, I had to argue with them in order to get the promised convert rate. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 21, 2018 Thank you Avigail for your feedback! TP Tal P. Senior account manager ### "It was relatively easy and fast" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 May 15, 2018 Pros It is relatively Low fees and the transfer is being handled quickly. It was easy to use and I could upload scanned documents. Cons It is working well from computer not fully compatible with mobile phones. Should consider having an app for mobile Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 21, 2018 Thank you for taking the time to write a review! AG Avraham G. N\\A Computer Software ### "A very good experience and low commission (comparing to a bank and other service providers)" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 15, 2018 Pros I liked the phone call from the representative to let me know that there were several transactions like mine with booking.com that were a scam and he asked me if I'm sure I want do it. I felt my money security was his first choice and not the company commission. BIG LIKE!!! Cons I hated it that there was (or at least not visible enough) no list of documents I will need to fill\\send in the first page of the software. I started filling the forms several times and stopped because in the next screen I needed a document I did not currently had. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 21, 2018 Thank you Avraham for such a kind review. Your notes will be studied and considered. Amit S. Creator ### "It was really simple and easy like just the commercial promised " 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 15, 2018 Simple and easy , did what promised and as promised - which is rare these days :) Pros It works - and delivered on time - with good conversation rates. overall had a great experience got notification emails throughout the process . Cons I think the process itself was a bit tricky to understand - sending money back and forth not directly from one place to another, but after a first successful run I'll use it again for sure Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor May 21, 2018 Thank you so much Amit for your kind review! JM Jill M. office@freshub.com ### "Covercy has caused us to waste an unbelievable amount of time and money while we tried to cooperate " 1.0 Overall Rating 1.0 1.0 Ease of Use 2.0 2.0 Features 5.0 5.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 August 7, 2017 For a short time, we were able to make international transfers at a discounted rate. Pros Covercy is pretty easy to use, as far as the transferring process is concerned. The steps and interface are pretty clear. Cons We were using Covercy for a few months and enjoying their service. We then switched office managers, so we contacted them, as we were supposed to, to update contact/user information. They then proceeded to start a process with us where they asked for documents saying it was required for legal purposes, even though we had already used their service for months. They never stated CLEARLY which documents were needed, but every time we would submit documents (confidential company information) they would take an unacceptably long time to review and then tell us it was the wrong document, and request something else. Finally, when I was sure we had sent in the right document, after disrupting shareholders, accountants, etc, THEY CLOSED OUR ACCOUNT OUT OF NOWHERE, SAYING BECAUSE OF A STRATEGIC DECISION ON THEIR PART THEY NO LONGER OFFER COMPANIES LIKE OURS SERVICE, AND WE ARE PERMANENTLY LOCKED OUT OF OUR ACCOUNT! Covercy has caused us to waste an unbelievable amount of time and money while we tried to cooperate with their requests and ultimately left us without this service in the middle of our payment cycle. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ND Nisha D. ### "Superb Service!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 12, 2016 Covercy's platform to transfer money was easy and efficient. I had no problems setting myself up and there online support was able to answer any questions I had very quickly. Pros Fast Cons N/A Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/173106/Covercy/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)