A new and better way to manage your back-office and engage with investors.

Driving Success.

At InvestNext, we've built an unwaning culture of continuous improvement for our product and people. By doing so, we've established a spotless track-record for delivering the best possible experience to our customers.

 
smartmockups_j8vu8bnj.jpeg

Your journey with InvestNext.

 
 
Investment management software installation
 

Onboarding Experience

We are committed to helping you successfully transition to InvestNext. Our signature deployment process represents the highest standard in investment management software implementation. From project kickoff to staff training, we partner with you to create a smooth roll-out and an unparalleled experience.

 
Investment management software support
 

Around-the-Clock Support

InvestNext's in-house support team consists of experts in technology and the real estate investment management space. We also take a proactive approach to customer support—aiming to deliver an educational experience with every engagement. Our airtight processes, growing knowledge base, and latest client management technologies enable us to build a personalized experience for your and your team.

 
Investment management software training
 

Ongoing Success

From your first conversation with us to your day-to-day work in the system, we partner with you to ensure a constant delivery of value. We focus on understanding your business and goals, and we share best practices and develop a plan for our mutual success. We want to make sure our clients thrive with InvestNext.

Upgrade your real estate investment management.

See how you can transition from Excel, legacy software, and other investor data silos onto an intuitive, modern, and secure software solution designed to help you manage all real estate investments in one place and better engage with your investors.

StockSnap_QXJN6YKKU6.jpg
Investment management software implementation

Onboarding Experience

We are committed to helping you successfully transition to InvestNext. Our signature deployment process represents the highest standard in investment management software implementation. From project kickoff to staff training, we partner with you to create a smooth roll-out and an unparalleled experience.

Features:

  • Implementation and configuration of InvestNext environment
  • Data onboarding including historical data migrations
  • Initial setup of Analysis Views, Reports, Portals, and Training
  • Post-production, project-based engagements
  • Project management over an extended period of time
 

Day-to-Day Support

InvestNext's in-house support team consists of experts in technology and the real estate investment management space. We also take a proactive approach to customer support—aiming to deliver an educational experience with every engagement. Our airtight processes, growing knowledge base, and latest client management technologies enable us to build a personalized experience for your and your team.

Features:

  • Ongoing product and subject matter expertise delivered in-house
  • Addressing all daily client issues and meeting contractual service level agreements
  • Troubleshooting potential issues with the software or data issues
  • Submitting individual upgrade and enhancement requests to our product team for review
  • Offering product support and training, addresses daily issues and escalations
Investment management software support
 

Investment management software training

Ongoing Success

From your first conversation with us to your day-to-day work in the system, we partner with you to ensure a constant delivery of value. We focus on understanding your business and goals, and we share best practices and develop a plan for our mutual success. We want to make sure our clients thrive with InvestNext.

Features:

  • Showcasing value and advocating for the client needs
  • Data-driven engagement based on usage information
  • Post deployment InvestNext training
  • Addressing high-level concerns of our clients
  • Organizing feedback opportunities
  • Facilitating and overseeing additional services required by our clients