Investment
management
software for all

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Everything you need to know
about investor software

Investment control

Investment management software helps individuals and businesses manage their investment portfolios. It typically provides tools for portfolio tracking, analysis, and decision-making, allowing users to monitor their investments, assess performance, and make informed decisions about buying, selling, and rebalancing their holdings.

Advanced functions

Investment management software may also include features for managing risk, calculating taxes, generating reports, and integrating with other financial systems. Some software may be designed specifically for individual investors, while others may be tailored for use by investment professionals, such as real estate firms, financial advisors, wealth managers, or institutional investors.

Ease of achieving goals

Overall, investment management software can help streamline and optimize the investment process, making it easier to achieve investment goals, manage risk, and improve returns.

At Covercy, we believe that every GP or deal sponsor deserves who manages investors deserves access to centralized investment management tools.

Choose from three investment management software packages based on your firm’s unique needs, including a forever-free version for up to three assets, that can grow and flex with you.

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Investment management software for commercial real estate

Commercial real estate investment management software is a type of specialized investment management software that is designed specifically for managing commercial real estate portfolios. This software provides tools for tracking and analyzing commercial property investments, including retail, office, industrial, and multifamily properties.

Some of the features offered by commercial real estate investment management software include portfolio tracking, performance analysis, deal management, cash flow modeling, and financial reporting. These tools can help investors and asset managers monitor the performance of their real estate investments, assess risk, and make informed decisions about buying, selling, or holding properties.

Common features in commercial real
estate investment management software

Performance reporting

Investment management tools often provide performance reporting features that allow GPs to generate custom reports for their investors. These reports can include performance metrics, asset allocation, and other key performance indicators.

Investor portal

An investor portal is a secure online platform that allows investors to access information about their investments, including performance reports, account statements, and other relevant information.

CRM capabilities

Many investment management tools include customer relationship management (CRM) features that help investment managers manage their relationships with investors. These features may include lead tracking, communication management, and other tools to help investment managers stay organized and responsive to their clients.

Deal pages and data rooms

Investment management tools may also provide deal pages and data rooms, which are secure online platforms used to manage and share information about investment opportunities. These platforms may include features such as document storage, collaboration tools, and communication channels.

Capital calls and fundraising

An investor portal is a secure online platform that allows investors to access information about their investments, including performance reports, account statements, and other relevant information.

Other features that may be found in investment management tools include risk management tools, compliance monitoring, portfolio analytics, document sharing, eSignatures, and more. The specific features of an investment management tool may vary depending on the needs of the GP or real estate firm and the types of investors or assets they manage.

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Wire day at commercial real estate firms

“Wire day” typically refers to the day on which funds are transferred electronically (via wire transfer) between parties involved in a commercial real estate transaction. This often occurs when a property is being bought or sold, or when capital contributions or distributions are being made to investors in a commercial real estate investment fund

On wire day, the parties involved in the transaction will typically coordinate with their banks or financial institutions to ensure that the necessary funds are transferred securely and on time. This may involve providing wire transfer instructions, confirming account details, and verifying the transaction amount and currency.

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covercy wallet - investor management software

Investor Management
Features & Pricing

Some investment management software can facilitate ACH distribution payments and allow for instant capital raises for GPs. This is typically done through integrated payment processing and accounting features that allow for secure and automated transactions.

With ACH distribution payments, GPs can easily and securely transfer funds to investors directly to their bank accounts. This can be done quickly and efficiently, without needing paper checks or manual processes.

Similarly, some investment management software may allow GPs to collect capital raises instantly, by providing online investment portals that allow investors to invest and transfer funds electronically. This can speed up the fundraising process and provide greater convenience for investors.

GOverall, investment management software can streamline the payment and capital raising processes for GPs, making it easier to manage and grow their investment portfolios. Covercy’s banking integration makes it especially simple for GPs to collect LP contributions and distribution payments from one bank account to another instantly.

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Investment management
software integrations

There are many third-party investment management software integrations available in the market that can help firms improve their investment management processes and gain greater insights into their portfolios. Here are some examples of common integrations:

1 2 3

Data providers

Many investment management software solutions offer integrations with data providers, such as Bloomberg, Morningstar, or Thomson Reuters, which can provide market data, financial news, and other relevant information to users.

Custodians

Investment management software can integrate with custodians, such as banks or other financial institutions that hold and safeguard assets on behalf of investors. This integration can help streamline the transfer of data between systems, making it easier to manage and track investments. While Covercy offers the ability to open bank accounts through our preferred banking partner Choice Financial, both GPs and LPs who use Covercy can connect third-party bank accounts as well.

Accounting and reporting software

Many investment management software solutions integrate with accounting and reporting software, such as QuickBooks, Xero, or NetSuite, to enable seamless transfer of financial data between systems.

Data providers
Many investment management software solutions offer integrations with data providers, such as Bloomberg, Morningstar, or Thomson Reuters, which can provide market data, financial news, and other relevant information to users.

Custodians
Investment management software can integrate with custodians, such as banks or other financial institutions that hold and safeguard assets on behalf of investors. This integration can help streamline the transfer of data between systems, making it easier to manage and track investments. While Covercy offers the ability to open bank accounts through our preferred banking partner Choice Financial, both GPs and LPs who use Covercy can connect third-party bank accounts as well.

Accounting and reporting software
Many investment management software solutions integrate with accounting and reporting software, such as QuickBooks, Xero, or NetSuite, to enable seamless transfer of financial data between systems.

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Where investment management software finally meets banking & payments tools

Covercy is the first real estate platform where banking meets investment management.

Bringing capabilities such as investor relations, fundraising, automated distributions, and more into a single platform, Covercy also provides GPs and their teams with the ability to open, manage, track, and report on bank accounts and activity tied to their assets, funds, investors, and more. GPs and LPs who open accounts through Covercy are eligible for high-yield APYs on all cash held, generating a whole new revenue stream for real estate firms.

Integrated banking with Covercy is possible because of a partnership with third-party banking provider, Choice Financial. Choice Financial Inc is a well-established financial institution that offers a variety of banking services to its customers. One of the key features of this institution is that it is FDIC-insured, which means that deposits made with Choice Financial Inc are insured up to $250,000 per depositor. This provides customers with peace of mind knowing that their funds are safe and secure.

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Tailor Covercy’s investor management
features for your real estate firm

Free

Free investment management software

Free plan includes:

Investor management

Manage your assets and your investors all in one place.
Investor Portal with reporting

Elegant investor portal where your investors can review performance.
Fundraising and capital call management

Promote new properties/assets via the platform. Record interest level and funding.

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Standard

Save 20%

Automate payments and increase productivity

All the benefits of Free, and:

Full Investor Portal

Give access to your investors: new opportunities, assets, reports, documentation, K1s.
Automated distribution payments

End-to-end automated distribution payments. Calculate, notify, distribute directly to your investor's bank account.
Capital call collection with ACH debit

After fundraising commitment, automate the capital call payment processing and reconciliation.

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Pro

Save 20%

For growing teams and funds

All the greatness of Standard, and:

Funds (with capital commitments)

Allows raising funds in an open fund structure.
FDIC insured wallets per Fund

All funds in the Covercy Wallet are FDIC insured by our banking partner.
Fully customizable permissions

User roles fully customizable.

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Banking services:

*Covercy is a financial technology company, and is not a bank. Banking services provided by Thread Bank, Member FDIC.
The Covercy Visa Debit Card is issued by Thread Bank, pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa is accepted.
**Your deposits qualify for up to $3,000,000 in FDIC insurance coverage when placed at program banks in the Thread Bank deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program at https://thread.bank/sweep-disclosure and a list of program banks at https://thread.bank/program-banks. Please contact customerservice@thread.bank with questions on the sweep program.

Payment services:

The Currency Cloud Limited (Non MIFID related products). Registered in England No. 06323311. Registered Office: Stewardship Building 1st Floor, 12 Steward Street London E1 6FQ. The Currency Cloud Limited is authorized by the Financial Conduct Authority under the Electronic Money Regulations 2011 for the issuing of electronic money (FRN: 900199)
Covercy Europe Limited. Registered in England No. 675000. Registered Office: 5 Elstree Gate, Elstree Way, Borehamwood, Hertforshire, WD6 1JD, UK
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For clients based in the European Economic Area, payment services for Covercy Europe Ltd. are provided by CurrencyCloud B.V.. Registered in the Netherlands No. 72186178. Registered Office: Nieuwezijds Voorburgwal 296 – 298, Mindspace Nieuwezijds Office 001 Amsterdam. CurrencyCloud B.V. is authorised by the DNB under the Wet op het financieel toezicht to carry out the business of an electronic-money institution (Relation Number: R142701).
For clients based in the United States, payment services for Covercy Europe Ltd. are provided by The Currency Cloud Inc. which operates in partnership with Community Federal Savings Bank (CFSB) to facilitate payments in all 50 states in the US. CFSB is registered with the Federal Deposit Insurance Corporation (FDIC Certificate# 57129). The Currency Cloud Inc is registered with FinCEN and authorised in 39 states to transmit money (MSB Registration Number: 31000206794359). Registered Office: 104 5th Avenue, 20th Floor, New York , NY 10011.
For clients based in the United Kingdom and rest of the world, payment services (Non MIFID related products) for Covercy Europe Ltd. are provided by The Currency Cloud Limited. Registered in England and Wales No. 06323311. Registered Office: Stewardship Building 1st Floor, 12 Steward Street London E1 6FQ. The Currency Cloud Limited is authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 for the issuing of electronic money (FRN: 900199).

Investment
management
software for all

Covercy is trusted by:

Everything you need to know
about investor software

Common features in commercial real
estate investment management software