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InvestNext

Where Deals Get Done

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Table of Contents

InvestNext - 2025 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

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 from

299

Per month

view pricing plans

book a demo

InvestNext's key features

Most critical features, based on insights from InvestNext users:

Client Portal

4.9

(14)

Real-Time Data

5.0

(3)

Accounting

4.3

(8)

Investments Tracking

4.7

(12)

Data Import/Export

4.6

(9)

Document Management

4.0

(3)

All InvestNext features

Features rating:

4.7

(20)

Mobile Access

4.3

(3)

Portfolio Management

4.5

(2)

Fund Management

5.0

(2)

Compliance Tracking

5.0

(1)

Contact Database

5.0

(1)

Email Marketing

3.0

(1)

Compliance Management

5.0

(2)

Financial Management

4.8

(5)

Alerts/Notifications

4.5

(4)

Multi-Currency

(0)

Omnichannel Communications

(0)

Online Forms

(0)

Opportunity Management

(0)

Payment Processing

(0)

Performance Metrics

5.0

(2)

Pipeline Management

(0)

Portfolio Rebalancing

4.3

(3)

Workflow Management

(0)

Lead Qualification

(0)

Lead Nurturing

(0)

Lead Management

5.0

(1)

Lead Generation

(0)

Lead Distribution

(0)

Lead Capture

(0)

Investor Reporting

(0)

Interaction Tracking

5.0

(1)

Goal Setting/Tracking

(0)

Forms Management

(0)

For Real Estate

(0)

For Investors & Traders

(0)

Visual Analytics

(0)

Vendor Management

(0)

User Management

(0)

Transaction Management

(0)

Transaction History

(0)

Third-Party Integrations

(0)

Template Management

(0)

Task Management

(0)

Status Tracking

(0)

Self Service Portal

(0)

Self Assessment

(0)

Segmentation

(0)

Role-Based Permissions

(0)

Risk Management

5.0

(1)

Reviewer Portal

(0)

Requirements Management

(0)

Reporting/Analytics

(0)

Reporting & Statistics

(0)

Reminders

(0)

Referral Tracking

(0)

Real-Time Reporting

(0)

Real-Time Notifications

4.0

(1)

Real-Time Analytics

(0)

Progress Tracking

(0)

Private Equity

(0)

Customizable Branding

(0)

Customer Database

(0)

CRM

(0)

Critical Date Alerts

4.0

(1)

Contribution Tracking

(0)

Contract/License Management

(0)

Contact Management

5.0

(1)

Configurable Workflow

(0)

Communication Management

(0)

Collaboration Tools

(0)

Client Management

4.8

(5)

Cash Flow Analysis

(0)

Cap Table Management

(0)

Benchmarking

(0)

Audit Trail

4.5

(2)

Audit Management

(0)

Asset Lifecycle Management

(0)

API

5.0

(1)

Ad hoc Reporting

(0)

Activity Tracking

(0)

Activity Dashboard

(0)

ACH Payment Processing

(0)

Accounting Integration

(0)

Access Controls/Permissions

(0)

For Investment Advisors

(0)

For Commercial Real Estate

(0)

Financial Analysis

(0)

File Sharing

(0)

Fee Management

(0)

Expense Tracking

(0)

Email Tracking

(0)

Email Templates

(0)

Email Reminders

(0)

Email Management

(0)

Email Alerts

(0)

Electronic Signature

(0)

Electronic Payments

(0)

Drag & Drop

(0)

Document Storage

(0)

Document Review

(0)

Digital Signature

(0)

Deal Management

(0)

Data Visualization

(0)

Data Synchronization

(0)

Dashboard

(0)

Customizable Templates

(0)

Customizable Reports

(0)

Customizable Fields

(0)

InvestNext alternatives

InvestNext

4.9

(20)

visit website

Starting from

299

Per month

Free trial

Free version

Ease of Use

4.5

Features

4.7

Value for Money

4.7

Customer Support

4.7

First Rate Vantage

4.9

(18)

visit website

Starting from

3000

Per year

Free trial

Free version

Ease of Use

4.7

Features

4.7

Value for Money

4.8

Customer Support

4.9

MRI Property Management

4.3

(88)

visit website

Starting from

5000

Free trial

Free version

Ease of Use

4.1

Features

4.1

Value for Money

3.9

Customer Support

4.2

Nakisa IWMS

4.6

(11)

visit website

Starting from

0.01

Per year

Free trial

Free version

Ease of Use

4.6

Features

4.5

Value for Money

4.9

Customer Support

4.8

InvestNext pricing

Value for money rating:

4.7

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Fundraising Suite

299

Per month

Features included:

Custom Investor Portal
Investor CRM
Fundraising Automation
3 Users

All-In-One

499

Per month

Features included:

Custom Investor Portal
Investor CRM
Fundraising Automation
Automated Back Office
Automated Distributions & Payments
Investor reporting, transaction history, and asset summaries
Document & K1 Dissemination
Dedicated onboarding resource
Unlimited Users

InvestNext integrations (3)

Top integrations

HubSpot CRM

Zapier

Constant Contact

InvestNext support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Chat

FAQs/Forum

Email/Help Desk

Knowledge Base

Training options

Webinars

Live Online

Documentation

In Person

Videos

InvestNext reviews

Overall rating

4.9

Positive reviews

100

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend9.1/10

Rating distribution

Pros

“InvestNext has been a partner with Gravity Haus since the beginning and scaling with them has worked wonderfully. Support team is very knowledgeable and responsive to any questions.”

Kevin K.

CFO

“I like how easy it is to work with and how user friendly it is.”

Claudia R.

Owner

“They are constantly taking feedback and implementing it and I sincerely enjoy working with them.”

Ashley W.

Principal

Cons

“Lack of customizability within the folders for documents stored on the platform.”

Michael N.

Fund Manager