Portfolio Management

Effortlessly track and monitor all of your investments

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  • 50+ million

    Properties analyzed

  • 1,000 +

    Happy clients

  • $1+ billion

    In loans processed

Monitor Investments

Staying up-to-date on the performance of your investments is crucial. Our extensive and easy-to-use dashboard has all the metrics you need to track and preserve your wealth for generations to come.

Grow Your Wealth

A system that grows with you. Get real-time operating performance for your existing investments and new investments as you build your portfolio. Get the important information you need to preserve and grow your wealth.

Free, forever

Monitor your assets without breaking the bank. Track performance for all of your properties. We provide you with all the data and tools you need to effectively manage your wealth...for free!