--- description: Review of InvestNext Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: InvestNext | Reviews, Pricing & Demos - SoftwareAdvice AU --- Breadcrumb: [Home](/) > [Real Estate Property Management Software](/directory/4672/property/software) > [InvestNext](/software/429443/investnext) # InvestNext Canonical: https://www.softwareadvice.com.au/software/429443/investnext Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/429443/investnext?page=2) > InvestNext helps businesses track their investment portfolios, plan and execute their goals, and manage their finances efficiently. The software can be integrated with most accounting and CRM systems, including QuickBooks, Microsoft Dynamics 365, Sage Intacct and Salesforce. InvestNext offers a number of features for businesses, including portfolio analytics and risk assessment, loan performance reporting and compliance monitoring. > > Verdict: Rated **4.8/5** by 20 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 20 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: InvestNext - **Founded**: 2018 ## Commercial Context - **Pricing model**: Usage Based (Free Trial) - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English, Spanish - **Available Countries**: Canada, Mexico, United Kingdom, United States ## Features - API - Accounting - Activity Dashboard - Alerts/Notifications - Audit Trail - Benchmarking - Client Management - Client Portal - Collaboration Tools - Communication Management - Compliance Management - Compliance Tracking - Contact Management - Contract/License Management - Customizable Reports - Data Import/Export - Digital Signature - Document Management - Drag & Drop - Electronic Payments ## Integrations (3 total) - Constant Contact - HubSpot CRM - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Chat ## Category - [Real Estate Property Management Software](https://www.softwareadvice.com.au/directory/4672/property/software) ## Related Categories - [Real Estate Property Management Software](https://www.softwareadvice.com.au/directory/4672/property/software) - [Investment Management Software](https://www.softwareadvice.com.au/directory/4566/investment-management/software) ## Alternatives 1. [Morningstar Direct](https://www.softwareadvice.com.au/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews) 2. [Agora](https://www.softwareadvice.com.au/software/367676/agora) — 4.5/5 (12 reviews) 3. [DealCheck](https://www.softwareadvice.com.au/software/224233/dealcheck) — 4.8/5 (38 reviews) 4. [Rent Manager](https://www.softwareadvice.com.au/software/1189/rent-manager) — 4.6/5 (604 reviews) 5. [Stessa](https://www.softwareadvice.com.au/software/75594/stessa) — 4.5/5 (103 reviews) ## Reviews ### "Powerful Features, Low Barrier to Entry" — 5.0/5 > **Lance** | *12 January 2024* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: I love the investor onboarding functionality and the fact that accreditation verification is built-in. The waterfall calculator actually works, unlike other platforms. The fact that ACH payments are integrated is another huge plus. It allows investors making commitments to transfer electronically, and it sends out distribution payments electronically as well. > > **Cons**: My only knock is that it's pretty easy to get lost in the various configuration screens, but it's somewhat understandable given all of the various features that exist and things that can be customized. You end up getting the hang of it. > > They are super responsive on all fronts. I highly recommend their platform to anyone raising capital for real estate syndications or funds. ----- ### "The use of Investnext" — 5.0/5 > **Claudia** | *18 December 2023* | Real Estate | Recommendation rating: 8.0/10 > > **Pros**: I like how easy it is to work with and how user friendly it is. > > **Cons**: I don't like that when I have co sponsors the back end of items like uploading documents has to be done by them instead of just being able to handle it. I unfortunately did not get enough info on the best uses and how to remove projects at the time we subscribed which caused my renewal to be quite high. The team was great in getting this resolved but it would have been great to know from the very beginning. ----- ### "InvestNext is helpful, but pricey $$$" — 4.0/5 > **Philip** | *13 December 2023* | Commercial Real Estate | Recommendation rating: 6.0/10 > > **Pros**: The client portal for our investors to login and track their accounts with us works well for the most part. It is very helpful being able to make distributions and generate statements with the investor portal. > > **Cons**: It is very expensive for what it is, especially when we are just managing funds and not raising as much capital as we'd like. ----- ### "The Next Best Thing" — 5.0/5 > **Tommy** | *13 November 2023* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: Its ease of use is unparalleled. We've seen demos from so many other investor portals and it was evident that the InvestNext team thoughtfully developed their platform for our industry. Their team is also super supportive and helpful. > > **Cons**: There isn't a native integration with our CRM, Hubspot today, but they're working hard on it\! ----- ### "The Best Software for Managing Your Investors when they Invest\!" — 5.0/5 > **Ashley** | *27 December 2021* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: I really like how clean of a program it is and easy to use. I also like the design and the features to pull reports, analyze raises and investors. I like it as a communication hub for current investors. And lastly, I love the customer service\! Probably the best part of this company\! > > **Cons**: While not its original intention having an Investor CRM is a critical first step. This doesn't work well as a CRM requiring one to use another platform in addition to this, which is not great. > > InvestNext has been the best to work with and build out several investments within their portal. The investors love the platform and find it easy to use. They are constantly taking feedback and implementing it and I sincerely enjoy working with them. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.com.au/software/429443/investnext?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/429443/investnext) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data