Covercy One vs. ReportWa

Covercy One

Covercy One

45 Reviews and Ratings

ReportWa

ReportWa

1 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Covercy One	Score 9.6 out of 10	N/A	Covercy One is an investment management and fund administration platform built for commercial real estate general partners (GPs), syndicators, and fund managers. It brings fundraising, investor relations, distributions, banking, and fund administration into one platform.	N/A
ReportWa	Score 6.4 out of 10	N/A	ReportWa is a real-time report creation and distribution solution that empowers financial advisors with self-service capabilities. ReportWa is a single tool for your reporting and compliance needs that lets you design pixel-perfect reports with data visualization, allowing users to gain useful insights into their data right inside their favorite MS Word and Excel files. In a few clicks, users can configure all the processes once and reuse…	N/A

Pricing

Covercy One

ReportWa

Editions & Modules

No answers on this topic

No answers on this topic

Offerings

Pricing Offerings
Covercy One	ReportWa
Free Trial
Yes	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	Covercy One	ReportWa
Considered Both Products	Covercy One Glen Lesnick Founder Chose Covercy One Higher payments allowed, lower monthly cost, more project flexibility. Incentivized Helpful? Verified User Anonymous Chose Covercy One Juniper Square Incentivized Helpful? Verified User Anonymous Chose Covercy One 2 other platforms. I would say that it is the personal care, [...] and [...] and attention that tips it to Covercy. Incentivized Helpful? Jaxon Etter Director Chose Covercy One Juniper Square is the No. 1 option for institutional developers and investors. Since we don't have hundreds of millions of dollars in AUM, we chose Covercy since it was largely the same and more affordable. Incentivized Helpful? Verified User Anonymous Chose Covercy One We've only used one other portal. There are features that I liked about the other platform. Most of which, I've already stated. Investors can add their own profile information. Being able to send emails with attachments. Covercy has better customer service. Your doc signing is … Incentivized Helpful? Verified User Anonymous Chose Covercy One Covercy's support and pricing was way better than the competitions' as far as a I could tell. Incentivized Helpful? Verified User Anonymous Chose Covercy One I think Covercy is easier to use and more engaging tech for investors than Juniper Square. Incentivized Helpful? Jordan Brisgel Managing Partner Chose Covercy One Covercy is most competitive in price when evaluated against companies like InvestNext. Incentivized Helpful? Verified User Anonymous Chose Covercy One Covercy is much more user-friendly than Juniper Square. Incentivized Helpful? BW Brian Wilson Director of Sales and Operations Chose Covercy One We have utilized Syndication Pro and it is a night and day difference between the two. The most noticeable is the investor portal where the ease of use and the information that is readily accessible to the investor makes it a much better overall user experience. This alone was … Incentivized Helpful? Verified User Anonymous Chose Covercy One We selected Covercy for the price mainly. Incentivized Helpful? Verified User Anonymous Chose Covercy One it was my first try Incentivized Helpful? Verified User Anonymous Chose Covercy One Most of them provide similar functions, but for me it was a matter of simplicity and cost. Covercy makes the most sense for our team and for our investors. The lighter our spend, the lighter our fees can be. Incentivized Helpful? Verified User Anonymous Chose Covercy One Covercy was better suited for our needs. More customizable solutions and a more intuitive platform. AppFolio is our PM software and even despite this (at a similar price point) we chose Covercy. Incentivized Helpful? Verified User Anonymous Chose Covercy One Covercy is cheaper and the functionality is on par, if not better than Juniper Square. Incentivized Helpful? Verified User Anonymous Chose Covercy One Covery seemed to have the lowest administrative fees and is one of the only companies that allows transfers originating in Israel to western countries. Incentivized Helpful? AG Alon Gorbonos Managing Partner Chose Covercy One I believe that Covercy is the only solution that is currently allowing Real Estate firms to distribute funds to their investors directly through the platform. Also, both other solutions are pretty expensive compared to the reasonable pricing that Covercy has in place (function … Incentivized Helpful? SS Sadie Swisher Operations Manager Chose Covercy One I don't remember the names of the other products we looked at, but Covercy was much more cost-effective than the other 3-4 products we demoed and offered a more holistic service. Incentivized Helpful?	ReportWa MS Manas Singh IT Architect Chose ReportWa Light weight and cheap compared to other vendor solution. Does the job. Incentivized Helpful?

Best Alternatives
	Covercy One	ReportWa
Small Businesses	Dropbox DocSend Score 8.3 out of 10	Dropbox DocSend Score 8.3 out of 10
Medium-sized Companies	Dropbox DocSend Score 8.3 out of 10	Dropbox DocSend Score 8.3 out of 10
Enterprises	S&P Capital IQ Score 7.6 out of 10	S&P Capital IQ Score 7.6 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Covercy One	ReportWa
Likelihood to Recommend	8.3 (0 ratings)	6.4 (0 ratings)
Availability	8.7 (0 ratings)	- (0 ratings)

User Testimonials
	Covercy One	ReportWa
Likelihood to Recommend	Covercy has been the ultimate Investor Portal that we have utilized as an organization thus far. From the outstanding customer service that we continue to see, to the ease of use that the software provides both for our investors and us on the back end make it a no-brainer for continuing to partner together. Incentivized BW Brian Wilson Director of Sales and Operations Read full review	Provide self service capability for financial advisors to build highly customizable dashboards and reports. Out of the box template for sales, marketing and audit related templates for reporting makes it easier to get started with reporting. Ability to export reports as pdfs , imbedding reports to Microsoft Excel and Word Incentivized MS Manas Singh IT Architect Read full review
Pros	$3 Million in FDIC Insurance Account protection is unsurpassed and highly attractive to our project managers and investors. The Onboarding of over 100 investors was simple and efficient using a spreadsheet import. The Technical Staff was very helpful and supportive during our startup phase and handled project startup delays beautifully. Covercy was able to handle member payouts that involved compilcated and varied bonus structures and 15 different income generating assets with varied investor contributors and we had great support in figuring out how to handle the profit distributions. The Covercy Account Managers were highly professional and a pleasure to work with. Incentivized Glen Lesnick Founder Read full review	Automate generation of reports User Intuitive customizable dashboard Drag and drop ability for cutomization one click publish and distribute reports Integration with Microsoft Word and Excel Marketing and Sales report Distribution through email Role based access to dashboards Incentivized MS Manas Singh IT Architect Read full review
Cons	We need our investors to log in and see what offerings they are invested in. There is no way to add documents/photos in an organized manner. As a debt fund, we want to be able to showcase our offerings to our LP Portals. Incentivized Verified User Anonymous Read full review	Provide support for custom script Self service for business users can be improved Support to configure data models to be consumed by ML Incentivized MS Manas Singh IT Architect Read full review
Reliability and Availability	Covercy's customer service team has been responsive when we call-in asking about features that were not present at the on-boarding stage. They appreciated our feedback and made improvements to the portal that were helpful to our investors. We had a client service rep that we could call and was responsive. Incentivized Verified User Anonymous Read full review	No answers on this topic
Alternatives Considered	We've only used one other portal. There are features that I liked about the other platform. Most of which, I've already stated. Investors can add their own profile information. Being able to send emails with attachments. Covercy has better customer service. Your doc signing is better and works all the time vs the other, not working most of the time. The other platform had more sender fields available, which was a better investor experience Incentivized Verified User Anonymous Read full review	Light weight and cheap compared to other vendor solution. Does the job. Incentivized MS Manas Singh IT Architect Read full review
Return on Investment	The ROI I can provide is for time management. It saves us at least 2 days' worth of work each quarter on capital distributions alone, and at least 30 minutes on each report distribution. Not to mention the amount of time it saves us on fielding client questions regarding their capital because they can just log in and see everything on their portal. Incentivized SS Sadie Swisher Operations Manager Read full review	Improved productivity by 60 percent Monetization of data Insights through proper Visualization and reporting Multiple data connectors Report distribution Incentivized MS Manas Singh IT Architect Read full review
ScreenShots	Covercy One Screenshots	ReportWa Screenshots