Consolidated view of all your clients' properties
Have 360 visibility and provide better levels of care and financial advise with clear view of data 24/7.
One-click reporting for all year end statements
Seamlessly collate all property expenditure in one platform, providing better levels of care planning and collaboration.
With Adviser access, financial advisers and tax accountants can now get remote access with real-time updates and visibility in a matter of minutes to consult. Not to mention a complete record of all payments related to clients’ investment property(s).