Real estate syndication investment management software gives the investment manager access to all of your investors positions in your portfolio, with powerful filtering capabilities. Filter by asset, contact or investing entity – the choice is yours. You can also add a referrer to your investors (such as a family office) and filter by them.
Multiple investing entities per investor
Get a full picture of your investors by linking multiple investing entities to the same investor.
Investing entity quickview
Investment management software allows the GP to access investor’s portfolio, contribution and distribution breakdown, address and TIN info.