Total Wealth. One Solution.
Bringing Real Estate to Wealth Planning
Win high-net-worth clients by bringing real estate to your advisory practice.
Provide clients with a complete view of their wealth. Analyze real estate alongside traditional investments, model future outcomes, and guide better decisions across every asset.
7-day free trial
No commitment, cancel anytime
7-day free trial
No commitment, cancel anytime
Everything you need in one solution
Powerful tools designed for real estate professionals
Feature
Client Real Estate Analysis
Extending your expertise to real estate elevates your practice, serves clients better, and attracts new ones. With Portfolio Projector, analyze properties independently and deliver complete portfolio guidance without consulting a real estate agent.
Feature
Total Wealth Tracking
Bring real estate analysis to the same playing field as your current financial tools. Integrate client real estate holdings with their financial accounts and track Total ROI, Cash Flow, and more, all from one comprehensive dashboard.
Feature
Portfolio Risk Analysis
Analyze property risks from every angle such as crime, environment, economy, and more. Integrate with clients’ traditional investments for a clear picture of total risk carried.
Feature
Client Database & Collaboration
Manage client portfolios dynamically from a single dashboard. Track current holdings, identify opportunities, and plan next steps without sorting through client spreadsheets. Professional reports making sharing and collaboration easy.
Feature
Advanced Forecasting & Strategy Planning
Show clients how different strategies impact their wealth over time. Compare BRRRR, refinance, hold, or sell scenarios across 5, 10, 20, and 35-year timelines. Identify opportunities, highlight risks, and guide clients toward portfolio excellence.
Benefits
Your Solution to Total Value
One dashboard for everything you need to analyze, optimize, and grow.
From Clients to Partners
Turn one-time commissions into long-term clients. Show ongoing value through complete real estate portfolio tracking and forecasting.
Real-Time Collaboration
Exchange ideas and strategies via the platform instantly. Faster, wiser decisions with stronger client relationships.
No Expertise Required
Our guided analysis walks you through every detail. Deliver institutional-level real estate insights even if you've never analyzed a property before.
Win High-Net-Worth Clients
Advisors offering complete wealth management win more HNW clients. Real estate is part of their wealth—don't leave it untracked.
Track Real Wealth
Stocks, bonds, and real estate, you can see all in one dashboard. Provide the complete wealth management your clients deserve.
Stand Out From Competitors
While others manage portfolios, you manage wealth. Win clients by offering complete wealth management others don't provide.
Investment Clarity
Ready to Transform Your Portfolio Analysis?
Join hundreds of real estate professionals using Portfolio Projector to make smarter investment decisions.
Financial Advisor & Enterprise
Client portfolio analysis or institutional grade planning? Choose the tier that fits your practice.
Coming
soon
Financial Advisor
Portfolios for up to 25 properties
Pricing tbc
Free for 7 days
Coming
soon
Enterprise
A customised plan for you
Pricing tbc
Free for 7 days