AppFolio Investment Management vs VestServe Comparison

Overview

AppFolio Investment Management is a real estate investment management solution which aids users with distribution tracking,...

VestServe is an investment management solution, which helps financial institutions, insurance agencies, & businesses manage...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$27500.00/yr.year
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.8

(5)

5

4

3

2

1

4

1

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

No reviews

5

4

3

2

1

0

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support

Pros

Pros

Cons

Cons

  • Vendor responds to reviews
  • Last reviewN/A
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features19
  • Account Reconciliation
  • Accounting Management
  • Asset Management
  • Audit Trail
  • Benchmarking
  • Built-In Database
  • CRM Integration
  • Client Management
  • Client Portal
  • Commission Management
  • Communication Management
  • Compliance Management
  • Contact Database
  • Contact Management
  • Custom Fields
  • Custom Forms
  • Customizable Reporting
  • Data Import/Export
  • Data Migration
  • Digital Signature
  • Distribution Management
  • Document Management
  • Document Storage
  • Email Integration
  • Financial Analysis
  • Financial Management
  • Fixed Asset Management
  • Fraud Detection
  • History Tracking
  • Order Management
  • Performance Management
  • Performance Metrics
  • Performance Reports
  • Portfolio Management
  • Real Time Reporting
  • Real Time Updates
  • Receiving
  • Reporting & Statistics
  • Scenario Planning
  • Self Service Portal
  • Status Reporting
  • Total features27
  • Account Reconciliation
  • Accounting Management
  • Asset Management
  • Audit Trail
  • Benchmarking
  • Built-In Database
  • CRM Integration
  • Client Management
  • Client Portal
  • Commission Management
  • Communication Management
  • Compliance Management
  • Contact Database
  • Contact Management
  • Custom Fields
  • Custom Forms
  • Customizable Reporting
  • Data Import/Export
  • Data Migration
  • Digital Signature
  • Distribution Management
  • Document Management
  • Document Storage
  • Email Integration
  • Financial Analysis
  • Financial Management
  • Fixed Asset Management
  • Fraud Detection
  • History Tracking
  • Order Management
  • Performance Management
  • Performance Metrics
  • Performance Reports
  • Portfolio Management
  • Real Time Reporting
  • Real Time Updates
  • Receiving
  • Reporting & Statistics
  • Scenario Planning
  • Self Service Portal
  • Status Reporting

Integrations

  • Total integrationsN/A
  • BombBomb
  • BoomTown
  • Contactually
  • DocuSign
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Maps
  • LinkedIn
  • Mailchimp
  • Microsoft Excel
  • Microsoft Outlook
  • Nexus
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Stripe
  • Xero
  • Zapier
  • dotloop
  • Total integrations1
  • BombBomb
  • BoomTown
  • Contactually
  • DocuSign
  • Facebook
  • Gmail
  • Google Analytics
  • Google Calendar
  • Google Maps
  • LinkedIn
  • Mailchimp
  • Microsoft Excel
  • Microsoft Outlook
  • Nexus
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Stripe
  • Xero
  • Zapier
  • dotloop

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

AppFolio Investment Management vs. VestServe

See how AppFolio Investment Management and VestServe stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.