Case Study: RSN Property Group achieves rapid feature support and exceptional service with Cash Flow Portal

RSN Property Group streamlines investor operations with Cash Flow Portal, managing 3,900 active units and $830MM AUM

RSN Property Group became a customer of Cash Flow Portal, an investment management software platform, in early 2022. They needed a solution to streamline complex operational tasks like subscription document signing, investor accreditation verification, K1 distribution, and providing monthly updates to their investors.

Cash Flow Portal provided a platform that addressed these needs directly. The vendor's greatest strengths were highlighted as insanely responsive, round-the-clock customer service and rapid implementation of new features and fixes. This partnership enabled RSN Property Group to efficiently manage 3,900 active units, $830 million in assets, and 958 investors, with the team advising others to treat the relationship as a true partnership.

RSN Property Group