Cashflow portal accomplishes everything I was looking for when I switched from a competitor because their price doubled. Onboarding went very smoothly and my account manager Chloe was incredibly responsive and helpful.

You can tell the quality of the onboarding and transition team by the number of issues your investors have with the changeover. Of my 75 investors, only one had a problem that needed to be followed up on, and Chloe and her team took care of this immediately. Review collected by and hosted on G2.com.

Cashflow Portal has a lot of functionality, some of which can get quite dense. It's not as intuitive as I would like, but Chloe and her team have been very patient in helping me understand how everything works. Review collected by and hosted on G2.com.

The product works. It does what it says. It makes getting our investors into the system easily. The reports that we need for our CPA and SEC compliance literally a click away.

What I REALLY like about Cash Flow Portal is the over-the-top white glove customer service. Chloe and Abigail are always responsive and not afraid to bring additional team members into the discussion as needed. Review collected by and hosted on G2.com.

So far, every downside that I have encountered, the Cash Flow Portal team already has a fix or new feature on their development roadmap. If it's not already there, they analzye and add it. Review collected by and hosted on G2.com.

There are a lot of portal options out there. I think the owner being a syndicator helps tremendously. The customer service is top notch and the responsiveness to suggestions is frankly impressive. You can tell that the eagerness to adapt is a common trait across the company. Review collected by and hosted on G2.com.

I normally have something (even minor) I could comment on, but I think this company has done a great job exceeding expectations. Review collected by and hosted on G2.com.

Cashflow Portal’s customer service stands out. They respond quickly to our questions in a dedicated Slack channel, always with helpful solutions. If they don’t have the answer, they either create one or let us know it’s on the roadmap. They’ve gone above and beyond to accommodate our specific needs and consistently show they value our feedback. Review collected by and hosted on G2.com.

Cashflow Portal is growing rapidly and consistently releasing new features. While it doesn’t have all the advanced features just yet, their tools are still effective for our needs. Plus, their team has been great at helping us maximize the crm, and they actively listen to feedback, often adding our suggestions into the roadmap. Review collected by and hosted on G2.com.

Built by syndicators for syndicators. The interfaces is clean. The features are exactly what you would need and expect to have. Review collected by and hosted on G2.com.

It would be helpful if each syndication/property could pay its expenses from separate accounts. Maybe this exists and I have not explored it enough :) Review collected by and hosted on G2.com.

The investment process in the portal is smooth, it's easy to navigate, and the portal support team is excellent! Review collected by and hosted on G2.com.

There are a few things we can't update on individual investor profiles that would be helpful for us to have control over. Review collected by and hosted on G2.com.

Their team of 6 experts in a WhatsApp group helping me with every random question or issue that comes up.

Adding new product features at my request.

Simple and easy to use interface and experience for my investors.

The constant improvements and enhancements.

The dedicated team trying to make the product a huge success vs old corporateware software getting a shitty dev budget and updates every 6+months. Review collected by and hosted on G2.com.

Backend can be tricky sometimes. Front end is very user friendly, backend not too bad but a lot of knobs and dials to tweak different things. Both a good and bad thing I suppose. Review collected by and hosted on G2.com.

We have been extremely happy with the quality of Cash Flow Portal. It is an excellent alternative to costly 3rd party fund administrators. It is economical, highly customizable and the customer service is top notch. We have also received high remarks from our investors who like using the portal for onboarding and investment management. Review collected by and hosted on G2.com.

So far, no negative comments at all. We are very pleased with the platform. Review collected by and hosted on G2.com.

The chat to get a question answered right away. Saves me time and money. Review collected by and hosted on G2.com.

I wish that all the features that are coming were here now! :-) Review collected by and hosted on G2.com.

Easy navigation that is self explanatory which makes it very useful for our investors Review collected by and hosted on G2.com.

I haven't yet come across anything significant that I dislike Review collected by and hosted on G2.com.