Manage your portfolio of properties & real estate funds with Covercy, the first platform that seamlessly combines investment management with banking and payments.
Control & visibility
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 features
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.
Automates & streamlines
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 who manages investors deserves access to a centralized portfolio management solution.
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.
Investment management software for commercial real estate
Investment management software for commercial real estate 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.
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
Investment management tools may also include features to help investment managers manage capital calls and capital raising efforts. Investment managers can streamline operations & fund transfers with these features.
Investment management tools come equipped with various features, including risk management tools, compliance monitoring, portfolio analytics, document sharing, eSignatures, and more. The specific features present in an investment management tool may vary depending on the requirements of the GP or real estate firm and the types of investors or assets they manage.
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.
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.
Overall, 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.
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:
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.
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.
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.
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 communications, 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.
Blog Post
Use CRE Investor Communication Software to Boost Performance
Ebook
Tips for New Multifamily Investors
Help Center
How to Start Fundraising on the Covercy GP Platform
Not sure which is right for you?
Book a demo and we’ll help you decide.
