Holistic Portfolio Insights
Aggregate client assets into a single, comprehensive view. Track performance, identify opportunities, and make data-backed recommendations with confidence.
Help clients map out a 20 year property portfolio plan with Australia's easiest to use planning tool.
One monthly $599 subscription · Unlimited clients.
Trusted by property professionals across Australia including
Aggregate client assets into a single, comprehensive view. Track performance, identify opportunities, and make data-backed recommendations with confidence.
Go beyond static plans. Model various investment scenarios, stress-test strategies against market shifts, and illustrate the optimal path to wealth creation.
Generate polished, client-ready reports that clearly communicate complex strategies, fostering transparency and building unshakable trust.
Utilize sophisticated forecasting tools to project property performance, cash flow, and equity growth over decades, all based on customizable assumptions.
See how changing income scenarios affect long-term property planning. Use built-in projections and real-time calculation tools to guide better decisions for your clients.
Instantly model and compare borrowing limits based on current and future financial profiles. Factor in lender policies, risk buffers, and custom restrictions.
Map out future acquisitions, visualize growth scenarios, and stress-test affordability. Help clients build sustainable portfolios with confidence.
Track income, expenses, and net cash flow across multiple properties. Stay ahead with predictive analytics and proactive risk management tools.
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