App comparison
Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.
GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Our commitment
Independent research methodology
Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.
Verified user reviews
GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.
Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.
How GetApp ensures transparency
GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.
InvestNext
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Where Deals Get Done
Table of Contents
InvestNext - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
InvestNext overview
What is InvestNext?
InvestNext helps businesses streamline front and back-office operations and manage portfolios via a unified portal. Clients can create customized reports and dashboards, view historical data, get notification alerts, and set up automated workflows.
InvestNext provides data analytics to help businesses make better decisions. It offers a range of services, including portfolio analysis and risk assessment, loan performance reporting, and compliance monitoring. The company’s software can be integrated with most accounting and CRM systems, including QuickBooks, Microsoft Dynamics 365, Sage Intacct, and Salesforce.
Starting price
Alternatives
with better value for money
InvestNext’s user interface
InvestNext reviews
Overall rating
4.9
/5
20
Positive reviews
100
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend9.1/10
5
4
3
2
1
17
3
0
0
0
Kevin K.
CFO
Claudia R.
Owner
Ashley W.
Principal
Michael N.
Fund Manager
Tommy H.
General Partner
Bobby H.
Senior Financial Analyst
Who uses InvestNext?
Based on 20 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
InvestNext's key features
Most critical features, based on insights from InvestNext users:
All InvestNext features
Features rating:
InvestNext alternatives
InvestNext
Starting from
No pricing info
Yardi Investment Manager
Starting from
No pricing info
Yardi Breeze
Starting from
1
Per month
iHomefinder
Starting from
160
Per month
InvestNext pricing
Pricing plans
Pricing details:
Core
No pricing info
Features included:
- Custom Investor Portal
- Investor CRM
- Fundraising Automation
- One Click Distributions & Payments
- Investor Reporting, Transaction History, and Asset Summaries
- Document & K1 Dissemination
- Onboarding Resource
- Up to 3 Co-Sponsors*
- ACH Payments (Add-On)
- KYC/AML (Add-On)
- Accreditation (Add-On)
- Custom Investor Portal Domain (Add-On)
- Co-Sponsors (Add-On)
Firm
No pricing info
Features included:
- Custom Investor Portal
- Investor CRM
- Fundraising Automation
- One Click Distributions & Payments
- Investor Reporting, Transaction History, and Asset Summaries
- Document & K1 Dissemination
- Up to 10 Co-Sponsors*
- ACH Payments (Add-On)
- KYC/AML (Add-On)
- Accreditation (Add-On)
- Teams
- Priority Migration
- 1:1 Onboarding Resource
- Dedicated Account Manager
Institution
No pricing info
Features included:
- Custom Investor Portal
- Investor CRM
- Investor Reporting, Transaction History, and Asset Summaries
- Custom Investor Portal Domain (Add-On)
- 1:1 Onboarding Resource
- Fundraising Automation
- One Click Distributions & Payments
- Document & K1 Dissemination
- Unlimited Co-Sponsor Access
- Complimentary Inbound Payments
- Complimentary ACH Payments
- KYC/AML
- Accreditation
- Priority Migration
- Teams
- Dedicated Account Manager
User opinions about InvestNext price and value
Value for money rating:
To see what individual users think of InvestNext's price and value, check out the review snippets below.
Kevin K.
CFO
Claudia R.
Owner
InvestNext integrations (3)
Top integrations
InvestNext support options
Typical customers
Platforms supported
Support options
Training options
InvestNext FAQs
InvestNext has the following pricing plans:
Pricing model: Subscription
Free Trial: Available
These products have better value for money
Q. Who are the typical users of InvestNext?
InvestNext has the following typical customers:
Freelancers, Mid Size Business, Small Business
Q. What languages does InvestNext support?
InvestNext supports the following languages:
English, Spanish
Q. Does InvestNext support mobile devices?
InvestNext supports the following devices:
Android, iPad, iPhone
Q. Does InvestNext offer an API?
No, InvestNext does not have an API available.
Q. What other apps does InvestNext integrate with?
InvestNext integrates with the following applications:
Constant Contact, Zapier, HubSpot CRM
Q. What level of support does InvestNext offer?
InvestNext offers the following support options:
Chat, FAQs/Forum, Email/Help Desk, Knowledge Base
