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InvestNext Claim

Don’t waste another minute on manual investment management

Why SoftwareWorld Chooses InvestNext:

“SoftwareWorld likely chose InvestNext based on positive online user reviews highlighting its user-friendly interface, robust features for managing investment portfolios, and excellent customer support. Users often commend its seamless integration capabilities and comprehensive reporting tools, which enhance efficiency and transparency in investment management. These attributes make InvestNext a preferred choice for both novice and experienced investors.”

Highly Recommended

InvestNext Overview

InvestNext is a specialized investment management software designed to streamline the management of investment portfolios and enhance decision-making for fund managers. This platform provides comprehensive tools for tracking investments, managing investor relations, and generating reports. With its user-friendly interface, InvestNext allows users to easily monitor portfolio performance, analyze market trends, and make data-driven investment decisions. The software features automated workflows that simplify compliance tracking and reporting processes. Additionally, InvestNext supports integration with existing financial systems, ensuring a cohesive approach to investment management. By implementing InvestNext, organizations can enhance their investment management practices, improve operational efficiency, and drive better financial outcomes.

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InvestNext Screenshot & Video

Contact Details

  • Vendor Name InvestNext
  • Founded 2018
  • Location United States
  • Employees 11-50

Support

  • Email Email
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android
  • Mac Mac

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English, Spanish


InvestNext Features

  • Arrow Icon Referral Tracking
  • Arrow Icon Commission Management
  • Arrow Icon Contact Database
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Management
  • Arrow Icon Campaign Management
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Client Management
  • Arrow Icon Email Marketing
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Lead Nurturing
  • Arrow Icon Interaction Tracking
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Activity Tracking
  • Arrow Icon Document Management
  • Arrow Icon Appointment Management
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Calendar Management
  • Arrow Icon Lead Generation
  • Arrow Icon Lead Distribution
  • Arrow Icon Client/Property Matching
  • Arrow Icon Task Management
  • Arrow Icon Segmentation
  • Arrow Icon Lead Capture
  • Arrow Icon Email Tracking
  • Arrow Icon For Real Estate
  • Arrow Icon Property Database
  • Arrow Icon Omnichannel Communications
  • Arrow Icon Collaboration Tools
  • Arrow Icon Requirements Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Compliance Management
  • Arrow Icon Self Assessment
  • Arrow Icon Workflow Management
  • Arrow Icon For Higher Education
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Document Management
  • Arrow Icon Document Review
  • Arrow Icon Reviewer Portal
  • Arrow Icon Audit Management
  • Arrow Icon For Property Managers
  • Arrow Icon Document Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Cash Flow Analysis
  • Arrow Icon Strategic Planning
  • Arrow Icon CRM
  • Arrow Icon Contact Management
  • Arrow Icon For Investors & Traders
  • Arrow Icon Accounting
  • Arrow Icon Property Database
  • Arrow Icon Commercial Property Management
  • Arrow Icon API
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Expense Tracking
  • Arrow Icon Financial Management
  • Arrow Icon General Ledger
  • Arrow Icon Income & Balance Sheet
  • Arrow Icon Inventory Management
  • Arrow Icon Inventory Tracking
  • Arrow Icon Purchase Order Management
  • Arrow Icon Dashboard
  • Arrow Icon Cash Flow Management
  • Arrow Icon Vesting Management
  • Arrow Icon Cap Table Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Document Storage
  • Arrow Icon Financial Modeling
  • Arrow Icon Valuation Management
  • Arrow Icon Private Equity
  • Arrow Icon Deal Management
  • Arrow Icon Public Equity
  • Arrow Icon Client Portal
  • Arrow Icon CRM
  • Arrow Icon Compliance Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Investor Reporting
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Partnership Accounting
  • Arrow Icon Income & Balance Sheet
  • Arrow Icon Accounts Receivable
  • Arrow Icon Expense Tracking
  • Arrow Icon Financial Management
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Donation Tracking
  • Arrow Icon Payroll Management
  • Arrow Icon Accounts Payable
  • Arrow Icon Financial Reporting
  • Arrow Icon Real-Time Reporting
  • Arrow Icon Compliance Management
  • Arrow Icon Purchasing & Receiving
  • Arrow Icon Activity Dashboard
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Donor Management
  • Arrow Icon Registration Management
  • Arrow Icon Pledge Management
  • Arrow Icon Campaign Management
  • Arrow Icon Membership Management
  • Arrow Icon Receipt Management
  • Arrow Icon Recurring Giving
  • Arrow Icon Mobile Giving
  • Arrow Icon Alumni Management
  • Arrow Icon Contact Management
  • Arrow Icon Volunteer Management
  • Arrow Icon CRM
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Event Management
  • Arrow Icon For Nonprofits
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management
  • Arrow Icon Contact Management
  • Arrow Icon Document Management
  • Arrow Icon Maintenance Management
  • Arrow Icon Residential Leases
  • Arrow Icon Insurance Management
  • Arrow Icon Property Management
  • Arrow Icon Document Storage
  • Arrow Icon Maintenance Scheduling
  • Arrow Icon Retail Leases
  • Arrow Icon Lease Origination
  • Arrow Icon Reminders
  • Arrow Icon Task Management
  • Arrow Icon Accounting
  • Arrow Icon Commercial Leases
  • Arrow Icon Portfolio Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Expense Tracking
  • Arrow Icon Vendor Management
  • Arrow Icon Tenant Management
  • Arrow Icon Lease Tracking
  • Arrow Icon Accounting
  • Arrow Icon Credit Check
  • Arrow Icon Communication Management
  • Arrow Icon Online Payments
  • Arrow Icon Document Management
  • Arrow Icon Work Order Management
  • Arrow Icon Tenant Tracking
  • Arrow Icon Tenant Portal
  • Arrow Icon Tax Management
  • Arrow Icon Rent Tracking
  • Arrow Icon Rent Collection
  • Arrow Icon Listing Management
  • Arrow Icon Property Database
  • Arrow Icon Insurance Management
  • Arrow Icon Electronic Payments
  • Arrow Icon Payment Processing
  • Arrow Icon Credit Check
  • Arrow Icon Lease Management
  • Arrow Icon Rent Tracking
  • Arrow Icon Residential Properties
  • Arrow Icon Vacancy Management
  • Arrow Icon Document Management
  • Arrow Icon Task Management
  • Arrow Icon Inspection Management
  • Arrow Icon Tax Management
  • Arrow Icon Work Order Management
  • Arrow Icon Reminders
  • Arrow Icon Contact Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Communication Management
  • Arrow Icon Contract/License Management
  • Arrow Icon Tenant Portal
  • Arrow Icon Listing Management
  • Arrow Icon Electronic Signature
  • Arrow Icon Contract/License Management
  • Arrow Icon Accounting
  • Arrow Icon Commission Management
  • Arrow Icon File Sharing
  • Arrow Icon Task Management

InvestNext Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Fundraising Suite

$299 Per Month

InvestNext FAQs

InvestNext is a specialized investment management software designed to streamline the management of investment portfolios and enhance decision-making for fund managers. This platform provides comprehensive tools for tracking investments, managing investor relations, and generating reports. With its user-friendly interface, InvestNext allows users to easily monitor portfolio performance, analyze market trends, and make data-driven investment decisions. The software features automated workflows that simplify compliance tracking and reporting processes. Additionally, InvestNext supports integration with existing financial systems, ensuring a cohesive approach to investment management. By implementing InvestNext, organizations can enhance their investment management practices, improve operational efficiency, and drive better financial outcomes.

  • No, InvestNext does not offer a free version.

  • Yes, InvestNext offers a free trial.

  • No, Credit Card details are not required for the InvestNext trial.

  • InvestNext offers the following pricing plans & packages:

    Fundraising Suite

    $299 Per Month

  • InvestNext supports the following payment frequencies:

    • Monthly Subscription

  • No, InvestNext does not offer an API.

  • InvestNext offers support with the following options:
    • Email , Chat , Knowledge Base , FAQs/Forum

  • InvestNext offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • InvestNext supports the following languages:
    • English , Spanish

  • Following are the typical users of the InvestNext:
    • Self-Employed , Small-Business , Midsize-Business

  • InvestNext supports the following deployment:
    • Cloud Hosted

  • InvestNext supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Mac

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