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
Watch how easy it is to build comprehensive property plans in minutes.
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.
We'll help you and your clients map out property portfolios with Australia's easiest to use planning tool.