Real Estate Investment Management Software

With the right investment management software, your real estate firm can considerably improve its portfolio management practices and raise capital with ease. An investment management software helps you manage all your investors' data in a centralized repository and empowers your team to be proactive in nurturing relationships, managing all the deal workflows, and mitigating the need for manual calculation of investor distributions.

If you're a syndicator who wants to automate your fundraising process while streamlining your deal workflows, then having an investment management software is extremely important. Investor portfolio management can be extremely challenging when you're using spreadsheets. An investment management solution eliminates all the paperwork and is built to help you scale as you add more projects to your real estate portfolio. An Investment Management Software eliminates the need for real estate sponsors to manage their investors offline by enabling sponsors to focus on their core business needs while it takes care of all the back-office workflows.

Picking an Investment Management Software can be tricky, especially given how many investor management portals are out there in the market. A good understanding of your needs and requirements and the problems you are trying to solve is always a good initial starting point in picking the best Investment Management Software for your company. Once you know what you’re looking for, you can zone in and narrow down on the top most investment portals that meet your needs. Price, scalability, and ease of use are other factors to consider when choosing an investment management software.

SyndicationPro is the only investment management software built by and for Syndicators. Our expertise as industry experts gives us an edge over our competitors, which allows us to prioritize building features that truly help sponsors scale as they add more projects to their portfolio. SyndicationPro’s cloud-based platform is built with all the features that a real estate sponsor needs to raise capital faster, close more deals and save time.

With its integrated CRM, SyndicationPro makes investor onboarding effortless. SyndicationPro allows you to directly embed the sign up & login page on your website. Leads who sign up can easily establish a relationship with the lead sponsor by scheduling a call at their own convenience. Sponsors can easily verify their accounts after the call and allow them access to view all their current deals in place.

With its integrated CRM, SyndicationPro makes investor onboarding effortless. SyndicationPro allows you to directly embed the sign up & login page on your website. Leads who sign up can easily establish a relationship with the lead sponsor by scheduling a call at their own convenience. Sponsors can easily verify their accounts after the call and allow them access to view all their current deals in place.SyndicationPro’s built in e-sign functionality allows you to quickly get your PPM documents signed by all your investors. Furthermore, it allows Sponsors to customize their PPM documents to meet their unique requirements for their deals. Investing in a deal is a four step process that enables investors to do their due diligence and complete their documentation within minutes.

Distributing operating income for investors has been made incredibly easy with the launch of ACH functionality, which allows Sponsors to calculate investor return within seconds and send out the distribution by the click of a button.

SyndicationPro has partnered up with Parallel markets to enable Real Estate Sponsors to verify the accreditation status of their investors from within the platform itself. Investors will be required to verify their accreditation status when making an investment on an active offering. Investors can also upload their own accreditation letter if they’re already accredited, provided the accreditation letter is not older than 90 days.

SyndicationPro has the best in class security when it comes to data protection. We have enabled 2FA (Two FactorAuthentication) to enable secure login for users. Along with that, SyndicationPro uses end to end encryption, firewalls, physical and virtual access control, regular qualys scan and much more to ensure the security of the platform.

We at SyndicationPro pride ourselves at taking customer feedback seriously and have implemented multiple features which were recommended by our clients. This has allowed us to build long lasting relationships with our clients.