List of AppFolio Investment Management Integrations
This is a list of platforms and tools that integrate with AppFolio Investment Management. This list is updated as of April 2025.
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PATLive
PATLive
Transforming phone calls into unforgettable customer experiences effortlessly.Since 1990, our mission has been to support businesses by optimizing one of their most vital assets: phone calls. We encourage you to explore how our tailored services can elevate your company's ability to deliver an engaging and supportive experience for each incoming caller. PATLive virtual receptionists function much like an internal receptionist, providing a welcoming and friendly touch that guarantees your business makes a memorable positive impact on every caller. You can customize how your calls are managed, retaining complete authority from the initial greeting all the way to the concluding farewell. Enjoy rapid response times, with our average answering speed clocking in at just 8 seconds. Our goal is to craft outstanding customer experiences, empowering our receptionists to address a wide range of inquiries, similar to how an in-house employee would. At PATLive, we operate as a cohesive extension of your business, delivering the benefits of an in-house team through a virtual platform. With our innovative applications, you will be amazed at how closely your answering service replicates the experience of having a dedicated receptionist on-site. Additionally, our unwavering dedication to exceptional service allows you to concentrate on your primary business functions while we manage your calls with professionalism and care. We believe that by partnering with us, you will not only enhance customer satisfaction but also streamline your operations significantly. -
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Vyzer
Vyzer
Revolutionize investment management with a secure, comprehensive platform.Your entire investment management requirements can be fulfilled through a single comprehensive platform. This online solution is specifically designed for Limited Partnership investors, providing efficient portfolio tracking. It allows for the careful analysis of financial documents and seamless integration of various investment accounts. Users can generate and export detailed reports effortlessly, while automated transaction tracking ensures that all activities are monitored in real-time. Vyzer prioritizes high-level security measures to safeguard your confidential information. By offering a secure environment, Vyzer enables investors to enjoy transparency and clarity regarding all their holdings through an integrated, user-friendly dashboard. With AI-driven, unbiased insights, users can optimize returns not only on traditional investments but also on real estate syndications, private equity, and cryptocurrencies. Vyzer stands out as the sole digital wealth platform that merges public and private investment performance tracking with essential financial planning tools, projections, and soon, benchmarking capabilities into one robust solution. This innovative approach simplifies the process of managing and tracking your financial assets effectively. Ultimately, Vyzer empowers investors to take control of their financial future with confidence.
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