Sponsor the Portfolio Manager for Your Clients
Give your clients professional portfolio organization and comparison tools — funded by you as their trusted advisor.
How Sponsorship Works
Three simple steps to provide portfolio management tools to your clients.
Subscribe as Sponsor
Choose a monthly or yearly sponsor plan. You get full access plus sponsor-exclusive features.
Share with Your Clients
Your clients get full access to the portfolio manager on your dime. They'll see that you're sponsoring their subscription.
Support Your Clients
Access your clients' property data to assist them, and track engagement through usage analytics.
Who Sponsors This App
Real estate professionals use sponsorship to help clients organize and compare their holdings.
Lenders
Help borrowers organize their investment properties into portfolios so they can present organized financials when applying for loans.
Real Estate Agents
Give buyers and investors a tool to track, compare, and manage their properties by strategy or market.
Property Managers
Give property owners aggregated views of their holdings. Show total value, income, and performance across all managed properties.
Brokers
Equip investor clients with portfolio comparison tools. Help them see the big picture across their entire real estate portfolio.
What Sponsors Get
Everything in the individual plan, plus exclusive sponsor features.
Client Access Management
Fund your clients' subscriptions so they get full access to the portfolio manager. Clients see that you're sponsoring their access, strengthening the relationship.
Client Property Visibility
Access your clients' property data directly so you can assist them with their investment decisions. Stay informed on their portfolio without extra communication.
Client Usage Analytics
See which clients are using the portfolio manager, how many portfolios they have, and engagement trends. Identify active investors and follow up at the right time.
Priority Support
Get faster response times and dedicated support for you and your clients. We help you get the most out of your sponsorship.
Sponsor Pricing
Includes everything in the individual plan plus all sponsor-exclusive features.
Monthly
- Unlimited portfolios
- Pay for client access
- View client property data
- Client usage analytics
- Priority support
Yearly
- Unlimited portfolios
- Pay for client access
- View client property data
- Client usage analytics
- Priority support
Looking for individual pricing? View individual plans →
Sponsor FAQ
How many clients can I give access to?
The sponsor plan includes access for you and your clients. There is no hard limit on the number of clients you can invite.
How do my clients know I'm sponsoring them?
Your clients will see that you are the sponsor of their subscription. This reinforces your role as their trusted advisor.
What kind of analytics do I get?
You can see which clients are using the portfolio manager, how many portfolios they create, and engagement trends over time.
Can I cancel at any time?
Yes. You can cancel your sponsor subscription at any time. Your clients will retain their data but lose access to portfolio features until you resubscribe.
Ready to Sponsor?
Give your clients professional portfolio management tools funded by you as their trusted advisor.