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Average Ratings 0 Ratings

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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 

Screenshots View All

Screenshots View All

Integrations

AppWork Yes 
AvidXchange Yes 
Domos Yes 
DoorVault Yes 
Flamingo Resident Retention Yes 
Flex Yes 
Helix Reports Yes 
MoneyGuide No 
NetVendor Yes 
Procurify Yes 
Proper AI Yes 
Resident Interface Yes 
RightCapital No 
Second Nature Yes 
Showdigs Yes 
SnapInspect Yes 
UMS Yes 
Umanest 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 
Proper AI No 
Resident Interface No 
RightCapital Yes 
Second Nature No 
Showdigs No 
SnapInspect No 
UMS No 
Umanest 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 

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