Average Ratings 1 Rating
Average Ratings 0 Ratings
Description
AppFolio Property Management is a web-based Property Management platform that allows private owners, realty managers, and tenants to manage their property. It includes Billing & Invoicing and Credit Checks, Rent Tracking and Rent Tracking. Tenants have access to the tenant portal. They can send messages, request receipts and pay rent. AppFolio's Owner Portal provides a detailed look at Expense, Insurance, Vacancy Tracking, and Management for Leases, Taxes, Tenant Database, Website updates, and management for Leases. AppFolio's simple-to-use software makes it easier for property owners to market, manage and grow their businesses.
Description
Manage reports, billing, rebalancing, and client portals seamlessly for wealth management professionals with just one application. From dashboards to trading functionalities, this all-in-one solution simplifies the intricate nature of wealth management. FinFolio stands out with its clean, user-friendly, and straightforward design. Not all registered investment advisors (RIAs) operate the same way, which is why FinFolio offers the flexibility to tailor the platform to your specific needs. The platform broadens the scope of portfolio management, integrating essential functions like reporting, rebalancing, trading, billing, and a mobile-friendly client portal into one cohesive system. With various hosting options, you can choose to manage it yourself or allow FinFolio to handle operations for you. The platform can be white-labeled to reflect your brand. For those opting for self-management, FinFolio provides robust tools for automating tasks and ensuring high data accuracy. Moreover, its open API empowers users to enhance the software further, enabling customization and integration with third-party services, ensuring a tailored experience for every wealth manager. This extensive adaptability positions FinFolio as an invaluable resource in the wealth management landscape.
API Access
Has API
No
API Access
Has API
No
Integrations
AppWork
Yes
AvidXchange
Yes
Domos
Yes
DoorVault
Yes
Flamingo Resident Retention
Yes
Flex
Yes
Helix Reports
Yes
MoneyGuide
No
NetVendor
Yes
Procurify
Yes
Integrations
AppWork
No
AvidXchange
No
Domos
No
DoorVault
No
Flamingo Resident Retention
No
Flex
No
Helix Reports
No
MoneyGuide
Yes
NetVendor
No
Procurify
No
Pricing Details
$250.00/month
$250 min. Pricing based on portfolio. Discount available w/ annual billing.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
AppFolio
Founded
2006
Country
United States
Website
www.appfolio.com
Vendor Details
Company Name
FinFolio
Founded
2008
Country
United States
Website
www.finfolio.com
Product Features
Association Management
Chapter Management
No
Committee Management
No
Dues Management
Yes
Election Management
No
Email Marketing
Yes
Event Management
No
Financial Management
Yes
Fundraising Management
No
Jobs Board
No
Member Communities
No
Member Directory
Yes
Member Portal
Yes
Membership Management
Yes
Website Management
Yes
HOA
Calendar Management
Yes
Committee Management
No
Document Management
Yes
Event Management
No
Member Communities
Yes
Member Directory
Yes
Online Payment Processing
Yes
Property Database
Yes
Website Management
Yes
Work Order Management
Yes
Home Inspection
Billing & Invoicing
Yes
Color Codes / Icons
Yes
Comment Library
Yes
Commercial Inspections
Yes
Credit Card Processing
Yes
Photo Editing
Yes
Repair Estimates
Yes
Report Summary
Yes
Residential Inspections
Yes
Sketching
No
Templates
Yes
Video
No
Voice Notes
Yes
Lease Management
Billing & Invoicing
Yes
Commercial Leases
Yes
Contact Management
Yes
Landlord Database
Yes
Lease Classification
Yes
Portfolio Management
Yes
Property Management
Yes
Residential Leases
Yes
Retail Leases
Yes
Sublease Management
Yes
Tenant Database
Yes
Real Estate Marketing
Advertising Management
Yes
CMA
No
CRM
Yes
Contact Management
Yes
Email Marketing
No
Lead Generation
No
Listing Management / IDX
No
Presentation
No
Reporting / Analytics
No
SEO
Yes
SMS Marketing
No
Social Media Marketing
No
Virtual Tour
Yes
Website Builder
Yes
Real Estate Property Management
Billing & Invoicing
Yes
Commercial Properties
Yes
Contact Management
Yes
Credit Check
Yes
Expense Management
Yes
Insurance Management
Yes
Landlord Database
Yes
Late Fee Calculation
Yes
Lease Management
Yes
Maintenance Management
Yes
Owner Portal
Yes
Payment Processing
Yes
Portfolio Management
Yes
Rent Tracking
Yes
Residential Properties
Yes
Tax Management
Yes
Tenant Database
Yes
Tenant Portal
Yes
Vacancy Tracking
Yes
Website Management
Yes
Rental Property Management
Credit Check
Yes
Expense Management
Yes
Online Payments
Yes
Owner Portal
Yes
Tax Management
Yes
Tenant Management
Yes
Tenant Portal
Yes
Tenant Screening
Yes
Vacancy Tracking
Yes
Website Management
Yes
Product Features
Investment Management
Accounting Management
Yes
Benchmarking
Yes
Bonds / Stocks
No
Client Management
Yes
Commodities
Yes
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
Yes
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
No
Stock Portfolio Management
Billing & Invoicing
Yes
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
Yes
Portfolio Accounting
Yes
Portfolio Rebalancing
Yes
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No