Features
Everything a fractional real estate manager runs, in one system.
Each module works on the same records: a settled order updates the cap table, the cap table drives distributions, and distributions appear in statements and in your investors' portal.
Modules
- PropertiesProperties and cap tablesA register of every building with its financials, valuations and an ownership ledger.Learn more
- InvestorsInvestors and KYCInvestor records for individuals and entities, KYC checklists, groups and a full timeline.Learn more
- MarketsMarkets and ordersOfferings with terms, visibility by group, orders, allocation and payment tracking.Learn more
- Client portalClient portalA branded portal at your own address where investors subscribe and follow their holdings.Learn more
- ReportingDistributions and reportingDistribution runs with notices, statements, valuations and portfolio reports.Learn more
- SecuritySecurity and compliance recordsEncryption, an audit trail, roles and two-factor authentication.Learn more
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