Easy to use and customer service is great!

I like the team's willingness to continue to customize or build out functions that are useful to us or to myself specifically. It was definitely one of the better onboardings I've been a part of.

I find Cash Flow Portal to offer the best user experience I've seen both for general partners and limited partners. Perry showed innovation by solving the challenge of sending ACH distributions to self-directed IRAs, which shows a forward-thinking mentality. The portal is extremely easy to use for tasks like handling K-1s, sending distributions, and linking bank accounts. I also appreciate that they're incorporating other areas like banking, underwriting, and potentially asset management. Their CRM platform is top-notch, and I haven't been disappointed with any of their products. The customer support is outstanding; they respond incredibly quickly, even on weekends and holidays, which I deeply appreciate. I'm more than happy to give Cash Flow Portal a stellar five-star review.