Name: RealPage IMS
Rating: 4.54 (79 reviews)

RealPage IMS vs AppFolio Investment Manager Comparison

AppFolio Property Manager

RealPage

MRI Property Management

Juniper Square

Dynamo Software

SyndicationPro

Our investors use it as their go-to place for all information related to their investments.

Overall IMS meets the needs of our enterprise.  

Thank you for the feedback, and please keep it coming as we continue to expand and build out our support team to deliver world class response time.

I'm going to be taking a good hard look at Juniper Square in 2021.

Looks good but has fundamental failures that impede our operations

Aside from all the pros mentioned, the experience has been very positive.  The support team are very responsive and happy to assist quickly and however they can.  Investors who choose to utilize the software like it and believe it adds another layer of professionalism to our investments.  Looking back, I do wish I had understood the system more when initially getting our investments uploaded, as I had to end up going back and re-doing many of them, but IMS has grown since our initial partnership with them (I believe we were one of the earlier companies), and I assume the process is more transparent and streamlined.  Some of the options/characterizations of the data you provide initially may seem innocent,  but can actually have an affect on waterfalls, presentation of data within IMS, etc.  I implore new users to maybe get one investment fully up in IMS and learn the system before continuing with the rest of their portfolio.

Great tool to for both internal and investor facing purposes

Step 

IMS- One Stop Shop

We are using IMS for investor reporting, secure document delivery and capital raising for new investment opportunities.

Great CRE Investor Portal

Controller-Small Company

Thanks for the review, Jessica! We're glad you're getting some use and enjoyment out of the software! 
-Charlie W

IMS is allowing our investors to self serve, where they can see the status of their investments in real time, gather tax documentation, and see all their investor updates in one place.  This gives them full transparency to their relationship with our company, which builds trust with our investors.

Automated our previously manual process

I lost money when my investment distributions were redirected to another account due to the security vulnerabilities. I am a verified user of this platform.

Several security vulnerabilities to be aware of

Customer Service & Ease of Use 

Overall, IMS is a good product.  Though it has its limitations, we are overall satisfied with its performance.  They are constantly working at becoming an excellent product/service, but they have a little ways to go. 

IMS Review 

My overall experience has been great. IMS has allowed me to be much more efficient at my job and given me back a lot of time due to all the functionality it has to offer. The customer service is great and extremely responsive and helpful. 

Great tool and extremely valuable 

We had a very manual process quarterly which consisted of updating our allocation sheets in Excel, preparing our investment analysis in Word/Excel, and the mail merge process to send out the package to the investors. This product enabled us to automate our process and have a portal which consists of everything investor-related (from historical information, such as quarterly investor reports and K1s, to having a list of current and potential investors which will enable us to email when a new investment opportunity arises). Overall, I would highly recommend this product. The time we save quarterly along with the investor management, reporting, and analysis we gained from this product is priceless!

IMS Investor Portal

The customer service is awesome. Our relationship manager, [SENSITIVE CONTENT HIDDEN], has be great at responding to our emails and questions in a timely manner and setting up calls to go over the application. More "hands on" webinars and classes would be very helpful.

RealPage AIM IMS Review

I had a great experience with RealPage AIM.  My implementation consultant, [SENSITIVE CONTENT HIDDEN],  was wonderful, confident and knowledgeable.  I have been turned over to [SENSITIVE CONTENT HIDDEN] who is my Customer Success Manager and she has done a great job staying in touch with me and answering any questions I may have. 

IMS Review

Been a very positive experience overall. Like with any implementation or roll-out of a new technology, there are speed bumps and issues that arise, but their team is awesome and will help navigate you through every problem. Additionally, what surprised us the most was the way it allowed us to control the equity raise process in an uber professional and powerful kind of way - which was truly a game changer for us since we're a small management/investment firm.

Overall Great Platform/Product

Great system once you learn to use it.

Compare RealPage IMS and AppFolio Investment Manager based on features, pricing, verified reviews, integrations & more. Find out which software is best for your business today.

Juniper Square offers a unified solution across fundraising, investor operations, and fund administration that empowers GPs and LPs to unlock the full potential of their investment partnerships.

AppFolio supports modern residential, commercial, student housing, and HOA property managers with online portals and automated processes to streamline business.

RealPage is a cloud-based property management solution designed to help medium to large businesses organize and store electronic records, compliance documents, service requests, and digital assets. The platform offers forms, reminders, standard reports, and other customizable functions.

IMS Platform is a cloud-based, fully integrated investor management solution for commercial real estate investment firms, with tools including distribution waterfalls, investor dashboards, document management, an in-built CRM, investor mobile apps for Android and iOS, advanced analytics, and more.

Access Controls/Permissions

Accounting

Activity Dashboard

Activity Tracking

Ad hoc Reporting

Alerts/Notifications

Audit Trail

Benchmarking

Cash Flow Analysis

Client Management

Client Portal

Client/Property Matching

Communication Management

Compliance Tracking

Contact Database

Contact Management

Contract/License Management

Critical Date Alerts

Customizable Reports

Data Import/Export

Data Visualization

Deal Management

Document Management

Document Storage

Electronic Signature

Email Marketing

Fee Management

File Sharing

For Brokers

For Investment Advisors

For Investors & Traders

For Property Managers

For Real Estate

Fund Management

Interaction Tracking

Investments Tracking

Lead Management

Mobile Access

Modeling & Simulation

Performance Metrics

Portfolio Management

Portfolio Rebalancing

Real-Time Notifications

Reporting & Statistics

Reporting/Analytics

Risk Management

Segmentation

Self Service Portal

Strategic Planning

Task Management

Third-Party Integrations

Transaction Management

Visual Analytics

Workflow Management

RealPage IMS

Android

Web-based

iPad

iPhone

Investor Relations Associate

Overall, the customer service and product have been outstanding and we have had a great experiencing using the product and our investors love it as well.

The ability to fund and have investors fill out the esignature agreements and have that connect with the investor portal side, is so helpful and a great time saver.

Managing Partner

IMS was the perfect solution to help manage the growing number of assets and investors.

Investor Relations Associate 

A great tool, with which I am hopeful to gain user adoption across our organization.

Ease of use for us as admins and for our investors. We have had several compliments on how easy it is to find info about their investments and the documents associated with them.

We also love the ability to have our investors do online signatures, very quick and easy.

Overall, very happy that we moved over to them because it has saved us a lot of headaches and time with managing our capital partners.

Principal

Software 'on-boarding' has gone better than expected and initial response from clients has been good.

Very robust and easy to use. CRM integration is very powerful.

My biggest frustration is the lack of support by phone.

Principle

The software itself was very easy to use. We had a slightly different need when we started and the staff at IMS was great to respond to our needs.

Director of Acquisitions

Really like the software and customer service is excellent.

Over the next couple of months we made some modifications that were perfect for our internal needs and for our clients.

founder

IMS has been a great tool for our firm. Two other groups we work with adopted the software as well based on my constant cheerleading for IMS.

Senior Project Coordinator/Investor Relations

Right when we kicked off- we had some troubles immediately with getting the invitation out to investors. That was a little alarming and embarrassing.

Although the implementation process was time consuming and difficult, I regret not having done so sooner.

General Partner

The user interface for our investors was simple and easy to use. The features that the portal did have were intuitive as well.

Partner

Not sure that there are any areas that I would have developed differently.

RealPage IMS screenshot: Investor dashboards provide investors with the insight they need on performance and distribution

RealPage IMS screenshot: The in-built CRM allows users to manage their contact database and track activity

RealPage IMS screenshot: IMS Platform facilitates the management of online investing

RealPage IMS screenshot: Distribution waterfalls can be setup and workflows can be automated

RealPage IMS screenshot: Dashboards are white-labeled so businesses can customize them with their logo and branding

RealPage IMS screenshot: The mobile apps allow investors to view performance metrics and access documents

RealPage IMS screenshot: Investors can view distribution data within the mobile app

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Public Administrations

Small Business

SyndicationPro helps organizations raise capital faster for any real estate syndication deal in less time.

Dynamo Software is a complete investment management platform that is highly configurable, cloud-based, automated, and versatile. It is designed to meet the front-to-back office needs of GPs, LPs, and service providers.

MRI Software offers real estate owners and companies, property investors and operators a flexible cloud-based platform that spans residential and commercial property management, accounting and financial reporting, investment lifecycle, visitor management, FM, lease accounting, sales, lettings & more

AppFolio Investment Manager is a commercial real estate ecosystem that enhances your investor experiences and simplifies your investment operations.

Appointment Management

Campaign Management

Customer Database

Data Synchronization

Email Templates

Email Tracking

For Commercial Real Estate

Lead Capture

Lead Generation

Pipeline Management

Real-Time Analytics

Real-Time Data

Referral Tracking

Reminders

Status Tracking

Template Management

Transaction History

AppFolio Investment Manager

Linux

Windows

BUSINESS ADMIN/INVESTOR RELATIONS

I love that a great deal of data is in one system, the ease of uploading, sharing, un-sharing docs as needed... and having a place for investors to go to view/track their investments.

Executive Assistant

How easy the search function is. I like that I have a relationship with my customer service rep. He knows a little bit about my business so therefore can help me better.

Director of Investments

The customer service has been outstanding as well. They are always helpful and quick to respond.

Director

We also believe that our clients really appreciate having a portal where they can go to view all of their investments with us. Overall, AppFolio has been a really great asset to have for our business.

Office manager 

Can’t rave enough about their great customer experience and their ability to listen and adapt to the needs of their clients. We are all so pleased with appfolio.

Accounting Manager

Overall it is a very positive experience. One of the best things about using any Appfolio software is the great team at Appfolio.

Senior Financial Analyst

The customer service is excellent, responsive, and quick to help solve issues or answer questions.

Partner and Chief Risk Officer

Even worse, our accounting team managed investor reports via Excel reports which were cumbersome, time consuming to create, had errors, and we weren't always sure which was the latest version.

Director of Investor Relations

It's been great, love the customer support. Always very fast and on top of it.

Managing Member

The software is easy to use and helps me provide an attractive front-end to my investors. They have a single place to view all of their investments with my firm.

Principal 

We have had great success with our overall investor experience and have fully integrated into our capital raise process.

I'm a very happy customer and would definitely recommend this solution.

Director - Investor Services

This is very user friendly for investors and if you aren't currently using anything, is a good start for oganizing.

Office Office

An amazing software that is transitioning as needed.

I love the integration directly with Appfolio's Property Manager software. It has made our life much easier when communicating between our offerings, distributions, and operations.

Assistant to the Predisent 

We were provided with limited information and had to rely on customer service to get through the early stages.

And sometimes a fund invests in a property. Investors in our fund have a more limited view of the property than someone who invests directly in the property.

Executive Director- Investor Relations

So, a quick email or phone call resolves the issue in minutes. When there has been trouble it has come from the sister software of AppFolio Property Management.

RealPage IMS vs AppFolio Investment Manager Comparison

RealPage IMS

AppFolio Investment Manager

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives