New Solutions to Enhance Investor Reporting and Streamline Data Management
When it comes to reporting, your investors want more than just numbers — they want crystal-clear reports where they can see the impact of their investments anytime, anywhere. But managing investor data and generating reports that are accurate and easy-to-read can be a hassle for your team, often resulting in hours of data preparation rather than meaningful work that improves investor relationships.
To combat this issue, we are excited to share two new releases for investment managers within our Investment Manager product. These releases help you work smarter and faster while enhancing investor reporting and data management.
These enhancements — Revamped Reporting and our Excel Connection Add-In — empower financial professionals to streamline their reporting and data management with professional reports that delight investors and teams alike. By simplifying the creation of tailored investor statements and enabling seamless data exploration, these tools save time and build stronger investor trust — ultimately boosting your business’s performance. So let’s take a look.
Last modified: April 24, 2025
By: Sam Chen
Revamped Investor Reporting
The first of our upgraded solutions is Revamped Reporting, which improves the way you create investor statements. This feature now allows you to generate statements for a specific entity, which is perfect for RIAs and one-off financial planning needs.
This tool saves you time by streamlining the reporting process and upgrading how you present your reports, helping you build greater confidence with your investors.
In addition, we’ve revamped the report creation process to a new intuitive workflow that guides you every step of the way. You can now choose options, review your work before completion, and ensure each statement is tailored to your investor’s preferences.
Elevate every investor touchpoint with smart automation and tailored experiences.
Seamlessly Sync Your Data with Excel
Our Excel Connection Add-in is a new integration that syncs your investment data directly into Excel. It allows you to connect multiple reports and use familiar tools like lookups and pivot tables to navigate your data with ease. This solution reduces the need for manual tasks like downloading and reformatting CSV files while saving you hours of time per week and improving data quality, so you can focus on analysis rather than data preparation.
With this add-in, you can explore your data independently by linking multiple reports for seamless and deeper analysis. It complements existing SQL and API tools and works well for both technical and non-technical users. This all-new solution is exclusively for our AppFolio Investment Manager Premier customers and is perfect for those who want advanced, user-friendly data tools to enhance their data exploration and reporting.
An Unrivaled Investor Experience
Both of these new features simplify your work and boost the quality of your reports with easy-to-read data that gives investors the instant information they’re looking for. Revamped Reporting and the Excel Connection Add-In can help save hours of time for your team — allowing you to enhance productivity and overall performance — while offering the flexibility and modern experience that will keep your customers coming back for more.
Request a demo today to learn more about how these new tools can transform your investor experience and enhance the productivity of your teams.