---
description: Compare AppFolio Investment Manager vs Cash Flow Portal regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: AppFolio Investment Manager vs Cash Flow Portal Comparison
---

Breadcrumb: [Home](/) > [Real Estate CRM Software](/directory/338/real-estate-crm/software) > [AppFolio Investment Manager \<span\>vs\</span\> Cash Flow Portal](https://www.softwareadvice.ie/compare/149983/199570/appfolio-investment-management/vs/cash-flow-portal)

# Compare AppFolio Investment Manager vs Cash Flow Portal

Canonical: https://www.softwareadvice.ie/compare/149983/199570/appfolio-investment-management/vs/cash-flow-portal

> Detailed comparison between AppFolio Investment Manager and Cash Flow Portal. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | AppFolio Investment Manager | Cash Flow Portal |
| **Overall rating** | 4.7/5 | 4.9/5 |
| **Total Reviews** | 100 | 7 |
| **Starting Price** | US$650.00 | US$99.00 |
| **Free Trial** | No | Yes |
| **Free Version** | No | Yes |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat | Email/Help Desk, FAQs/Forum, Phone Support |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | Live Online, Documentation, Videos |

## Key features

### AppFolio Investment Manager

- API
- Activity Tracking
- CRM
- Client Management
- Client Portal
- Customer Database
- Customisable Reports
- Data Import/Export
- Deal Management
- Document Management
- Fund Management
- Investments Tracking
- Lead Capture
- Lead Management
- Real-Time Data
- Referral Tracking
- Reminders
- Segmentation
- Status Tracking
- Visual Analytics

### Cash Flow Portal

- API
- Client Management
- Client Portal
- Customisable Reports
- Data Import/Export
- Document Management
- Fund Management
- Investments Tracking
- Visual Analytics

## Links

- [View AppFolio Investment Manager Profile](https://www.softwareadvice.ie/software/149983/appfolio-investment-management)
- [View Cash Flow Portal Profile](https://www.softwareadvice.ie/software/199570/cash-flow-portal)
- [View Original Comparison](https://www.softwareadvice.ie/compare/149983/199570/appfolio-investment-management/vs/cash-flow-portal)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"AppFolio Investment Manager vs Cash Flow Portal Comparison","description":"Compare AppFolio Investment Manager vs Cash Flow Portal regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.ie/compare/149983/199570/appfolio-investment-management/vs/cash-flow-portal","about":[{"@id":"https://www.softwareadvice.ie/software/149983/appfolio-investment-management#software"},{"@id":"https://www.softwareadvice.ie/software/199570/cash-flow-portal#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.ie/compare/149983/199570/appfolio-investment-management/vs/cash-flow-portal#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.softwareadvice.ie/compare/149983/199570/appfolio-investment-management/vs/cash-flow-portal#webpage","publisher":{"@id":"https://www.softwareadvice.ie/#organization"},"inLanguage":"en-IE","isPartOf":{"@id":"https://www.softwareadvice.ie/#website"}},{"name":"AppFolio Investment Manager","description":"AppFolio Investment Manager is a real estate investment management software designed to assist firms in managing investment portfolios, investor relationships, and fundraising activities. It is suitable for real estate investment companies of various sizes.\n\nAppFolio Investment Manager includes an investor portal that provides access to real-time investment data, performance metrics, and documents such as K-1s and reports. Investment management tools automate processes such as capital raising, waterfall calculations, and distribution payments. A relationship management system centralizes investor interactions. Asset management features use AI-powered data aggregation to monitor performance across multiple portfolios.\n\nAppFolio Investment Manager incorporates security measures such as SOC1 Type 2 and SOC2 certifications, data encryption, and two-factor authentication to safeguard sensitive information. Customizable reporting features allow managers to create tailored reports for investors and internal teams. Fund structure visualization tools help represent complex investment structures, and a deal tracking system facilitates sharing potential investment opportunities with investors.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/5cfd96d5-fa8c-4fcd-a6a9-d0ec92805fab.jpeg","url":"https://www.softwareadvice.ie/software/149983/appfolio-investment-management","@type":"SoftwareApplication","@id":"https://www.softwareadvice.ie/software/149983/appfolio-investment-management#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.ie/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":100,"ratingValue":4.7},"offers":{"price":"650","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Linux, Chrome, Android, Platform ios, Platform ipad"},{"name":"Cash Flow Portal","description":"Cash Flow Portal is the only real-estate syndication software that offers a commitment-free trial to everyone for 14 days that can be extended to 30 days upon request.\n\nIt combines ease of use, intuitive UI of a user-centric SaaS with robust features, like bulk document uploading, automation of distributions, investor view, and much more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/dd457fde-dc55-42ce-b2e7-afe7f3d0471c.png","url":"https://www.softwareadvice.ie/software/199570/cash-flow-portal","@type":"SoftwareApplication","@id":"https://www.softwareadvice.ie/software/199570/cash-flow-portal#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.ie/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":7,"ratingValue":4.9},"offers":{"price":"99","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Real Estate CRM Software","position":2,"item":"/directory/338/real-estate-crm/software","@type":"ListItem"},{"name":"AppFolio Investment Manager vs Cash Flow Portal","position":3,"item":"https://www.softwareadvice.ie/compare/149983/199570/appfolio-investment-management/vs/cash-flow-portal","@type":"ListItem"}],"@id":"https://www.softwareadvice.ie/compare/149983/199570/appfolio-investment-management/vs/cash-flow-portal#breadcrumblist"}]}
</script>
