Data-led property management.

Real-time reporting, compliance tracking, and performance analytics. Complete visibility and control over your property portfolio.

Dashboard

Everything at a glance

Portfolio Overview

All properties at a glance

Financial Summary

Income, costs, and variances

Compliance Status

Green/amber/red indicators

Active Issues

Outstanding items and progress

Features

Complete portfolio visibility

Financial Reporting

Real-time visibility into income, expenditure, and budget performance across your portfolio.

  • Budget vs actual tracking
  • Service charge collection rates
  • Arrears dashboard
  • Reserve fund monitoring

Performance Analytics

Data-driven insights into operational performance, contractor delivery, and service levels.

  • Response time metrics
  • Work order analytics
  • Contractor performance
  • Trend analysis

Compliance Dashboard

Complete visibility of compliance status across all properties with automated alerts.

  • Certificate expiry tracking
  • FRA action monitoring
  • Statutory compliance status
  • Risk register access

Document Library

Centralised access to all property documents, reports, and correspondence.

  • Management reports
  • Meeting minutes
  • Contractor documents
  • Insurance policies

Reporting

Reports that drive decisions

Generate custom reports across your portfolio. Filter by property, date range, or metric. Export to PDF or Excel for board presentations and investor reporting.

  • Monthly Management Reports

    Automated delivery to your inbox

  • Quarterly Business Reviews

    Comprehensive performance analysis

  • Ad-hoc Report Builder

    Create custom reports on demand

Sample report types

  • Financial summary by property
  • Arrears aging analysis
  • Work order completion rates
  • Compliance certificate status
  • Contractor spend analysis
  • Resident satisfaction trends

See the portal in action

Request a demo to see how our client portal provides complete visibility across your portfolio.