Covercy Review
April 02, 2025

Covercy Review

Brian Wilson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Covercy

We utilize Covercy as our Investor portal for our investors. We send out updates from Covercy which include paying out dividends and preferred returns. We chose Covercy because of its ease of use on our end in addition to the information that is readily available to the investor which makes it super user friendly.

Pros

  • User Friendly Setup and Visually Appealing
  • Easier setup and execution of receiving investments.
  • Great Customer Service

Cons

  • Easier way to get to the investment section within a Fund
  • Ease of Use
  • Accepting Investments through the Portal instead of by Wire
By bringing everything into one portal or platform, this has allowed our business to consolidate how we run our business. It brings more transparency both to our investors and to our business organization as a whole. Being able to create reports is much simpler and easier to understand the information being shown from an investors point of view.
Our experience has been excellent so far. The only hiccup that we have had happen was when we were testing our signed document and signature process and the document wasn't initially sending. We figured out why it wasn't sending and were able to correct that issue in a very timely manner.
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 worth the transition to Covercy.

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?

I wasn't involved with the selection/purchase process

Did implementation of Covercy go as expected?

Yes

Would you buy Covercy again?

Yes

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.

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