A Better Way to Work: AppFolio Investment Manager Premier
Designed for the most sophisticated investment management firms with complex technology needs, AppFolio Investment Manager Premier now delivers enhanced functionality to support even greater performance and control.
With the addition of a host of powerful, AI-driven features, AppFolio Investment Manager Premier provides everything you’d expect from the leading investment management platform. Whether your firm has millions or billions of dollars in assets under management, AppFolio Investment Manager Premier is built for you.
Data That Drives What’s Next
An Investment Management Platform Built for Growth
As your investment management business scales across assets and investor base, so does the complexity of your data. AppFolio Investment Manager Premier offers advanced AI-powered capabilities to remove friction and put you in command of that data. With flexible tools such as SQL export for data warehousing, API access, Zapier integrations, and custom investor attributes, Premier gives you the control, connectivity, and confidence to grow without limits.
Keep Your Data Continuously in Sync Across Every System Your Business Relies On
Zapier Integration
As your firm grows, it’s likely that the number of different tech solutions your team uses to maintain business operations will too. Keeping these systems in sync is crucial — especially ensuring all that data is connected to your business’s main system of record. With AppFolio Investment Manager Premier, you can seamlessly connect your existing apps via Zapier to minimize change management and maximize operational efficiency.
By connecting your systems to your AppFolio database, you can reduce duplicate data entry for your team and reliably store investor information across multiple systems without the inaccuracy and inefficiency of downloading and uploading information between apps. You can even connect your investor portal to other email services. Zapier is compatible with more than 5,000 apps, including Claude, ChatGPT, Granola, Salesforce, Hubspot, Mailchimp and Google Sheets, allowing for even more customization. Watch our product session on AI workflows to see what's possible with Investment Manager Premier + Zapier.
API Access
Granting comprehensive API access to all investor, investment, and financial information within your account allows you to leverage your data to its fullest potential.
The benefits of API integration are manifold. First, unprecedented access to your database via the API is akin to possessing a private key to a treasure chest filled with your data. This level of connectivity allows for direct interaction with your information, streamlining operations that previously required multiple steps or manual intervention. Furthermore, the uniqueness of your business necessitates tailor-made solutions that align with your specific needs and goals. API access allows you to customize and enhance your use of the Investment Manager software, enabling you to create bespoke solutions that perfectly fit your business model.
Efficiency is another critical advantage. The ability to automate data retrieval and manipulation processes not only saves time but also significantly reduces the resources traditionally required for manual data management. This efficiency gain allows you and your team to focus on strategic decision-making and core business activities rather than getting bogged down in operational details. Finally, in an era of continuously evolving digital landscapes, having API access ensures your business remains adaptable and competitive. It future-proofs your operations by enabling you to quickly implement new features, integrate emerging technologies, and respond to the ever-changing demands of the market.
One of the ways customers leverage API connections is by adding Hubspot functionality to the AppFolio Investor Portal. Hubspot Chat sits in the bottom corner of the Investor Portal and provides live chat functionality between your team and your LPs. Hubspot website analytics can also be added to the Investor Portal to provide additional granularity on web tracking. These are two ways API access with Premier enables your team to create bespoke solutions.
Unlock Ultimate Flexibility to Visualize Your Data Anywhere
SQL Export for Data Warehouse
The ability to export raw SQL files to third-party business intelligence (BI) solutions gives you maximum flexibility for data analysis and decision-making. SQL export enables seamless integration with advanced analytics and data visualization tools, including Power BI, Snowflake, and Tableau, which allows for a deeper and more customized examination of investment data. And when merging your AppFolio Investment Manager data with other data sources, you gain a greater ability to uncover hidden trends, forecast market movements, and find actionable insights.
The flexibility to visualize your data within any business intelligence tool means that your investment firm can choose the best-in-class analytics platforms suited to your specific needs. And with an automatic nightly export of your entire database, as well as a daily backup of your data, you’ll always have access to the most recent performance indicators.
Seamlessly Sync Your Data With Excel
Excel Connection Add-In
Our Excel Connection Add-In imports your investment data directly into Excel. It allows you to connect multiple reports and use familiar tools, such as lookups and pivot tables, to navigate your data with ease. This solution reduces the need for manual tasks such as downloading and reformatting CSV files, saving you hours 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 deeper, seamless analysis. It complements existing SQL and API tools and works well for both technical and non-technical users. This functionality is exclusively for our AppFolio Investment Manager Premier customers and is perfect for those who want advanced, user-friendly data tools to enhance data exploration and reporting.
Keep Track of the Details That Matter to Leave a Lasting Impression
Custom Fields for Entities, Assets, and Investors
To build and grow relationships with your investors, you need to cultivate connections, and that means knowing what matters uniquely to them as individuals. Customized fields for investor contact information ensure you capture all the relevant information needed for effective communication and investor relations management. For example, you can create specific fields to track investor attributes, such as t-shirt size or favorite sports team.
Now you’re able to add custom data during investor onboarding, allowing you to collect information from custom questions that matter to your business and your investors.
Foundations for Success
AppFolio Investment Manager doesn’t just give you control over your data; it extends into how you operate, communicate, and deliver to your investors every day. AppFolio Investment Manager brings it all together, connecting your operational performance to the investor experience through streamlined communication, accurate financial workflows, and secure, always-on access to information.
From real-time visibility in the Investor Portal to reliable distribution calculations and enterprise-grade security, every interaction is designed to reinforce confidence, consistency, and business clarity — all supported by core capabilities that help your firm build and sustain investor scale at trust.
Investor Portal and Secure Communication Tools
Relying on email, spreadsheets, or in-house solutions for managing investor communications can lead to inefficiencies. An intuitive, user-friendly investor portal is essential in investment management software.
It not only grants investors round-the-clock access to their accounts and data but also significantly reduces the burden on general partners (GPs) by minimizing routine inquiries and reporting requests. Investors can enjoy greater control and transparency over their investments, while GPs can allocate more time to strategic initiatives.
Accurate Distribution Calculations
Calculating and managing investor distributions in real estate investment can be complex. Real estate investments often involve complicated distribution structures, including preferred returns, waterfall structures, and carried interest. Accurately calculating distributions according to these structures requires meticulous attention to detail and a deep understanding of the terms of each investment agreement.
Automated calculations can handle different distribution structures and allow for the customization of distribution rules to match the specific terms of each investment. The software can also integrate with other financial systems to pull in real-time data on revenues, expenses, and capital events, ensuring that distribution calculations are based on the most current and accurate financial information. As your portfolio grows, the software can easily handle an increasing number of distributions and investors.
Bank-Grade Security
Bank-grade security in software refers to a high level of security measures that are comparable to those used by banks and financial institutions, which are often targets of cyberattacks and require much more robust security protocols. Bank-grade security features include:
Encryption: Data is encoded so that only authorized users can access it and read it.
Multi-Factor Authentication (MFA): This additional layer of security protects against stolen usernames and passwords. It might include sending a code to a mobile device or biometric verification, such as a fingerprint.
Anti-Fraud Systems and Anomaly Detection: These systems monitor for suspicious activity and flag anomalies that could indicate a security breach, such as unusual login locations or patterns.
Discover AppFolio Investment Manager Premier
These capabilities, including an investor portal with secure communication tools, accurate distribution calculations, and bank-grade security, should be standard in any real estate investment management platform. Backed by SOC 1 and SOC 2 certifications and recognized by both industry peers and trusted third parties — from strong G2 reviews to being named one of Forbes’ most trusted companies — AppFolio is a partner you can rely on as you scale.
As your business grows, so do your technology needs, often requiring more advanced functionality and flexibility. To support that next stage of growth, AppFolio Investment Manager Premier delivers enhanced, AI-driven capabilities designed to meet the demands of more sophisticated firms.
If you’re an AppFolio customer, contact your account manager to learn more and see if AppFolio Investment Manager Premier is a good fit for your business. If you’re not an AppFolio customer and would like to see how our real estate Performance Platform can help your business reach new heights, sign up now for a free customized product demo.
Key Takeaways
AppFolio Investment Manager Premier delivers enhanced, AI-driven capabilities to meet the demands of sophisticated investment management firms, ensuring greater performance and control.
You can gain command of your data with flexible tools like SQL export for data warehousing, API access, and Zapier integrations to sync with over 5,000 apps.
The Excel Connection Add-In syncs investment data directly into Excel, allowing for deeper analysis and reducing manual data preparation time.
Utilize Custom Fields for entities, assets, and investors to track unique, relevant information and cultivate stronger connections.
The platform includes essential core features such as an intuitive Investor Portal with secure communication, automated and accurate distribution calculations for complex structures, and bank-grade security (including MFA and SOC 1/SOC 2 certifications).
You can sign up for a free customized product demo to see how AppFolio Investment Manager can help your business reach new heights.