AppFolio Property Manager
1.0 out of 5 stars
(2 Ratings)
AppFolio Property Manager is a complete web-based Property Management system designed to give private owners or realty managing organizations and tenants an all-in-one platform that takes care of Billing & Invoicing, Credit Checks, Rent Tracking, and more. Tenants can access the tenant portal, users can send messages, request receipts, pay rent, and submit maintenance requests. AppFolio's Owner portal provides an in-depth look of Expense, Insurance, and Vacancy Tracking, as well as management for Leases, Tax, Tenant Database, and Website updates. AppFolio's easy to use software gives property owners more time to market, manage, and grow their business.
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AppFolio Investment Management
AppFolio Investment Management is a cloud-based, all-in-one real estate investment management software solution. The on-demand, one-login platform provides flexible and powerful tools to streamline fund and syndication management. Provide investors with a self-service Investor Portal for easy 24/7 access, view at-a-glance dashboards, and access a robust CRM system to streamline fundraising processes and better communicate with investors. Created by the award-winning team behind AppFolio Property. The AppFolio Investor Portal gives investors easy, 24/7 access to their personal dashboard which summarizes their investment positions and asset information, along with their invested and distributed capital. Provide investors with real-time, 24/7 access to a summary of their investment positions, and their invested and distributed capital. Investors can visit the AppFolio Investor Portal to easily find reports, tax forms, and other shared documents and securely sign agreements.
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Agilis Investment Management
The philosophy of Agilis Wealth Management is just that – to enable you to manage the wealth of your clients and in the process create “more” wealth for them and for yourself. We understand your need to offer that extra touch to client relationships – hence Agilis WM offers you a unique platform that lets you gain a 360° view of your investors and manage them in the first degree! Portfolio Rebalancing – guiding you back on track with Trade Recommendations. Trade Order Management – workflow driven for ease and speed to match pace with markets. Risk Management – compliance with regulatory & internal policies and limits. Analytics – empowering you with vital technical analysis. Model Portfolio – benchmarking to indices or your own models.
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FolioSpan
5.0 out of 5 stars
(1 Rating)
FolioSpan is a personal portfolio-tracking app for recording stocks, ETFs, cryptocurrency, precious metals, and other holdings alongside balances from public blockchain addresses. Users can scan a public wallet address to view on-chain balances; the app does not require a seed phrase or private key and does not trade, send, swap, stake, or custody assets. Portfolio views include cost basis, profit and loss, allocation, transaction history, watchlists, and price alerts. Holdings are stored on the device by default, with optional account-based cloud sync. The free plan supports manual tracking and one wallet scan with ads. FolioSpan Pro adds unlimited scans, automatic sync, ad-free use, and CSV tools. Available for Android and iOS, FolioSpan can be used in guest mode. Market and blockchain data may be delayed or incomplete, and the app is not financial or tax advice.
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