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*The SEC definition of an accredited investor: Net worth over $1 million, excluding primary residence (individually or with spouse or partner) Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year.

AppFolio Investor Portal

Easy Access to Your Investment Portfolio

Our Investor Portal includes an easy-to-read Dashboard for a summary of all your investments. It’s designed to keep complex investment information simple and organized. 

Understand Your Investments’ Assets

Bring your investments to life with access to detailed information. Understanding asset details will give you a more tangible investment experience and will help you have more informed discussions with our team.

Organize Documents in One Secure Place

Paper documents lack security, can get lost, and are difficult to safely share with CPAs and other financial managers. Important investment documents are organized and stored in the Investor Portal, which is backed by state-of-the-art data security.

Real-Time Investment Performance

It’s important to have real-time visibility to your investments’ progress. The Investor Portal gives 24/7 access to easy-to-understand performance metrics with both high-level data and details.