The top-performing agents in 2026 don't just sell properties, they stay inside their clients' financial lives. With a white-label investor portal under your brand, you become the most valuable relationship in their portfolio. Not a transaction. A partner.
Proxera gives you that platform. Under your name, with your brand, and woven into the financial life of every investor you've ever worked with.
A fully white-labelled investor portal with your agency's branding, so every time your client logs in, they see you.
Investors with 5, 10, 20+ properties are the ones competitors actively target. Give them a reason to stay that no other agency can offer.
Walk into a valuation with a live portfolio dashboard pre-loaded with their properties. No competitor can do that.
Know when clients have the equity, momentum and portfolio signals to make their next move before your competitors do.
From your first buy-to-let to a complex multi-asset portfolio, track every number, stay automatically MTD compliant, and receive AI-powered insights that keep you ahead of the market.
Your agent is connected inside the platform too. Not just a contact, a collaborator with sight of your portfolio, sharing opportunities the moment they arise.
Every property's income, expenses, yield, equity growth and capital appreciation , updated automatically via Open Banking.
HMRC-approved software. Quarterly returns submitted directly from the platform. Never worry about a deadline again.
The platform continuously analyses what you own, what performs best, and what matters to you so the insight gets more useful over time.
Get alerted to refinance potential, underperforming assets, market shifts and portfolio risks before they cost you money.
From April 2026, every landlord earning over £50,000 must keep digital records and submit quarterly updates to HMRC. The threshold drops to £30,000 in April 2027.
Proxera is HMRC-approved MTD software, automatically categorising income and expenses and submitting returns directly.
Book a free 30-minute call. We'll walk you through the platform, answer your MTD questions, and demo exactly how Proxera works for your situation.
with our property intelligence team
understand your obligations in under 10 minutes
or agent programme walkthrough if you're an agent
No spam. Your details are used to book your call only.
No hidden fees. No per-property charges. Full MTD compliance included on every plan. Enterprise pricing for agents and professional partners.