Top Rated InvestorFlow Alternatives
(107)
4.6 out of 5
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1 InvestorFlow Reviews
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PS
Phil S.
Small-Business(50 or fewer emp.)
What do you like best about InvestorFlow?
Really, not much of anything. They haven't lost anything that we've posted there. We haven't had many complaints from our investors, for whom we're posting financial information. Review collected by and hosted on G2.com.
What do you dislike about InvestorFlow?
It takes about 2 minutes for me to log in and get the main portal page to open. The main portal page is not something I can configure. The user interface is terrible. The performance of the site is so slow, I sometimes think it's not even working at all. Whenever I want access to some piece of information, it's usually hidden on some page that is nearly impossible to find.
When I've complained about this, I always get a run-around. No one from Investor-Flow has taken the trouble to listen to my concerns. Review collected by and hosted on G2.com.
There are not enough reviews of InvestorFlow for G2 to provide buying insight. Below are some alternatives with more reviews:
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Compelled to solve this problem, we set out on a mission to build a software platform that would enable real estate investment firms to operate more effectively and provide greater transparency to their investors. Instrumental to this effort, has been close partnerships with real estate private equity groups and REITs around the globe. As of today, we’re trusted by tens of thousands of investors with billions of dollars managed on the platform.
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Modern real estate investment software not only saves time and money, it lets you communicate more effectively, manage with ease, and focus on business growth. With the Investor Portal investors have easy 24/7 access to a dashboard summarizing their investment positions, asset information, and capital invested and distributed. Track all investors' contact and bank information along with capital invested within a robust CRM system.
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Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com
