Cash Flow Portal
Cash Flow Portal : Reviews, Pricing, Features & Alternatives
$199.00
Cash Flow Portal is an Investment Management Software. Price : $199 (free trial available). Review Cash Flow Portal : Overview & Pricing
Cash Flow Portal Overview : Features, Pricing, Reviews & Alternatives
Cash Flow Portal is an Investment Management Software intended for businesses. Let’s discover user reviews, features and prices of this business app.
Cash Flow Portal is listed as a Investment Management Software and Finance Software for companies and is used for Investment Management …
Cash Flow Portal price starts from $ 199 per user and per month (free trial available).
Real Estate Syndication Software to Raise Funds Faster
What is Cash Flow Portal ?
The main challenge for the first real estate syndicates is to create a system to raise capital. Our platform helps syndicates submit new offers, share documents, manage property information, and manage fundraising. Our platform brings unions and investors together and helps you create balance by keeping the lines of communication open. We help you maximize value for investors by giving them access to comprehensive monthly cash flow and transaction data through a robust real estate investor portal.
Cash Flow Portal Review : Pros & Cons
Pros & Cons
When it comes to finding the right Investment Management tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.
One such familiar name in this arena is Cash Flow Portal, and as you may have guessed from the title, this review will tell you more about Cash Flow Portal’s pros and cons.
Weighing the pros & cons is essential before selecting this tool for your business and your team.
Cash Flow Portal Pros : Key Benefits
– An excellent support team that understands the business of syndication.
– Help you manage fundraising and raise capital faster. Easily identify who you need to contact next and who has the best opportunity to invest.
– A platform developed by unions for unions
– Cash Flow Portal allows investors to be much more efficient in their work and saves them a lot of time with all the features it has to offer.
– Cash Flow Portal is constantly adding new features and improving existing ones based on investor feedback.
– Cash Flow Portal is 92% cheaper than alternatives.
– A platform developed by unions for unions
– The platform manages all transactions, leads and investors, calculates and automates distributions, and securely stores and organizes all documents and contacts.
– Help you manage fundraising and raise capital faster. Easily identify who you need to contact next and who has the best opportunity to invest.
– Cash Flow Portal allows investors to be much more efficient in their work and saves them a lot of time with all the features it has to offer.
Cash Flow Portal Cons
– Con : Not always the cheapest option : Investment Management Software average cost is $ 30 .
– Con : Custom integrations can come at a price.
Cash Flow Portal Features
Here is the list of the main features of this computer software :
– Client Management
– Client Portal
– Contact Management
– Customizable Reports
– Data Import/Export
– Data Visualization
– Document Management
– Document Storage
– Fund Management
– Investments Tracking
– Real Estate
– Summary Reports
– Visual Analytics
Main function & Pro Features
– Cloud Services
Cash Flow Portal Integrations
Cash Flow Portal may integrates with applications & plugins : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !
It also provides a powerful API toolkit that allows developers to build web services and exchange data.
Cash Flow Portal Pricing
The Cash Flow Portal pricing plan starts from $ 199 per month and per user, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …
Cash Flow Portal offers several pricing plans :
– Cash Flow Portal : $ 199,00 per user / per month
– Company : –
– Professional : –
– Enterprise : –
– Premium : –
| Cash Flow Portal | Company | Professional | Enterprise | Premium |
| $199,00 | – | – | – | – |
| Per month | Per month | Per month | Per month | Per month |
| Per user | Per user | Per user | Per user | Per user |
Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.
Sign up for a trial and start using it right away !
Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.
Screenshot of the Vendor Pricing Page :
Cash Flow Portal Pricing Plans
Pricing Details
Pricing Model : Subscription
Free trial : Available
Free plan : No free plan
Freemium : No information
Starting price : $ 199,00
Entry-level set up fee : No setup fee
The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.
Deployment & Setup
Cash Flow Portal is a cloud-based Investment Management platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).
cash-flow-portal is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.
It supports desktop operating systems (like Windows …).
Technical Details & Specifications
Deployment : Cloud / SaaS
Desktop Operating Systems : Windows …
Mobile Platforms : –
Native Apps / Mobile Applications : –
GDPR compliance : No information
Supported languages
This application software supports the following languages : English …
Support & Training
Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : Email / Help Desk, FAQs / Forum, Phone Support, Online Support …
Hotline : Yes
Training options : Documentation, Live Online, Videos …
Industry & Customers
Who use Cash Flow Portal ?
This software package is tailored to business needs : Entrepreneur, Medium Company, Large Company …
This web-based application is recommended for trades : Professional …
This cloud software is used in the sectors : Services …
Customer References
Testimonials & Customer References to decide if this is the right business software or service for your company : No reference …
Awards & Recognitions
No information .
Screenshots
This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Non Profit, Public Administration, Shop Manager …)
Cash Flow Portal Screenshots & Images : UI, dashboard …
Cash Flow Portal Business Software Pricing
Cash Flow Portal Features & Overview
Cash Flow Portal Screenshot
Videos
Video #1
Video #2
Cash Flow Portal Reviews
Here is our opinion on Cash Flow Portal : this is an easy-to-use investment management software to trust .
Cash Flow Portal User Reviews & Ratings
Online and customer reviews of Cash Flow Portal software are quite plentiful and overall very positive :
Overall rating : 4,2/5
Value for money : 4,9/5
Functionality : 3,9/5
Usefulness : 4,9/5
Ease of use : 4,9/5
User rating Excellent : 10%
User rating Very Good : 80%
User rating Average : 10%
User rating Poor : 0%
User rating Terrible : 0%
Popularity on social networks : 159 followers on Twitter
Your Customer Review on Cash Flow Portal
What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …
Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend Cash Flow Portal ? What is your likelihood to renew ?
FAQs
Why use a Investment Management Software ?
Investment management software helps manage investment portfolios, verify compliance, optimize portfolio performance, and track financial assets such as stocks, futures, options, and bonds. Some of its common features include asset reporting, portfolio management, and investment tracking. Investment management software makes it possible to follow the investments made and their progress in the company.
Main functions are : Investment tracking, Portfolio performance, Data import, Benchmarking, Asset reports, Financial risk management
Main characteristics are : Software is available over the Internet, application is maintained by the vendor, license to the software may be subscription based or usage based.
Investment Management Software Average Price : from $ 30,00 to $ 30,00 with an average price of $ 30,00 .
Investment Management Software Review
Company details
Developed by CASH FLOW PORTAL, Inc.
HQ location : Washington
Founded :
Total revenue :
Industry : B2B SaaS company
Software Category : Finance & Accounting Software > Finance Software > Investment Management Software
Schema : SoftwareApplication > FinanceApplication
Tags : …
Website : visit cashflowportal.com
About This Article
This page was composed and published by SaaS-Alternatives.
The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.
Our opinion on Cash Flow Portal is independent in order to highlight the strengths and weaknesses of this Investment Management Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.
Cash Flow Portal Alternatives
If you’re understanding the drawbacks and you’re looking for a Cash Flow Portal alternative, there are more than 10 competitors listed on SaaS-Alternatives !
If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.
Top 10 Alternatives & Competitors to Cash Flow Portal
– Juniper Square
– StockMarketEye
– eFront
– Financial Services Cloud
– MRI Software
– RentCast
– ARGUS Enterprise
– CoStar Investment Analysis
– REIS Real Estate Solutions
– MRI Investment Management
You can also take a look at other business apps, like our AquaCRM review and our Impactia review.
Comparison with Similar Software & Contenders
Take an in-depth look at popular Finance & Accounting Software and Finance Software to find out which one is right for your needs. Discover how these Investment Management Software compare to Cash Flow Portal when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !
