Covercy is a great investor management portal.
February 27, 2024

Covercy is a great investor management portal.

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Covercy

I use Covercy for my investment management of the real estate assets that I manage. We manage multifamily and manufactured housing properties throughout the United States.
  • Distributions
  • Waterfall Structures
  • Bank Transfers
  • Enabling multiple email addresses per investor
  • Distributions
  • Investor Documents
  • Waterfalls
  • Streamlined updates
  • Positive investor feedback and sentiment
Covercy provides a good management solution for investors versus the email communication and disparate resoures that we used prior to signing up for Covercy. It also enables the process of opening and managing multiple bank accounts much simpler.
Covercy's customer service is particularly receptive to feedback and has made product changes based on our feedback.
Covercy is cheaper and the functionality is on par, if not better than Juniper Square.

Do you think Covercy delivers good value for the price?

Yes

Are you happy with Covercy's feature set?

Yes

Did Covercy live up to sales and marketing promises?

Yes

Did implementation of Covercy go as expected?

Yes

Would you buy Covercy again?

Yes

Yes, I would definitely recommend Covercy because it is less expensive than the alternatives (i.e. Juniper Square), and has better functionality. The support team is also particularly helpful and is constantly tweaking the product based on feedback.