PROPERTY SUITE
Quickly evaluate properties and make informed investment decisions.
Portfolio Dashboard
Empower property owners and investors with a bird’s‐eye view of their holdings using the Portfolio Dashboard. Exclusive to Portfolio Insights (and accessible within your branded Client Portal), this feature collates real‐time performance data on every property in one sleek interface.
Real‐Time Financial Metrics
Display past, present, and projected metrics, including cash flow, ROI, and appreciation, giving clients continuous clarity on portfolio growth.
Interactive Property Summaries
Owners can dive into individual properties to see tenant status, rent roll, and localized market trends.
Comparative Market Analysis
Integrate your property management records (where applicable) to benchmark clients’ performance against your broader portfolio or area averages, reinforcing the value you bring.
Decision‐Driving Insights
Consolidated analytics help identify which assets are performing best, which ones need attention, and how clients can optimize their holdings.
Products with this Feature
Porfolio Insights
Position yourself as a trusted advisor by providing clients with clear, insightful views of their portfolio’s past and future performance. Drive retention, improve client satisfaction, and uncover opportunities to expand their investments.