Web
Chicago, Illinois, United States
Email · Phone
All Countries
About Portfolio 360
Portfolio 360 is a specialized platform tailored for multifamily real estate syndicators and investors, offering a unified solution for managing deals, relationships,
Portfolio 360 Details
Vendor
AvantiPoint, LLC
Year Launched
Location
Chicago, Illinois, United States
Deployment
cloud, web browser
Training Options
documentation, demo
Countries Served
All Countries
Languages
English
Users
Lawyers, Legal Counsel, Paralegals, Patent Agents, Real Estate Syndicators, Property Managers
Industries Served
Financial Services, Wealth Management, Insurance, Asset Management, Banking, Advisory Services., Real Estate
Tags
Intellectual Property Management, Portfolio Management, Envestnet, Real Estate Software, Investment Management, Financial Analysis
Portfolio 360's In-App Market Place
Does Portfolio 360 have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD($)
Pros & Cons
- Connects underwriting analysis with CRM tools for streamlined real estate operations.
- Automates investor tracking and follow-ups to reduce manual administrative workload.
- Enables collaboration with partners on deals to improve decision-making efficiency.
- Offers AI-powered insights for enhanced underwriting accuracy in higher plans.
- Supports accountability groups to improve productivity and goal tracking.
- Limited transparency on company details and headquarters information online.
- May require learning curve due to wide range of advanced features.
- Unclear availability of mobile apps for on-the-go usage.
- No clear indication of offline or on-premise deployment options.
- Feature set may be excessive for users with simple investment needs.
Portfolio 360's Support Options
Email Address
support@avantipoint.comContact
support@avantipoint.comDocumentation
https://portfolio360.net/docsPortfolio 360's Alternatives
SecondSTAX
SecondSTAX is a financial software platform from SecondSTAX that provides investment portfolio analysis. It includes…
Unleashified
Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…
Tynka Global
Tynka Global is an investment platform from Tynka Global that helps users find businesses to…
Trembi
Trembi is a project management software from Trembi that supports teams in planning and executing…
