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Proxera investor dashboard Investor View
The New Era of Property

The Property Wealth Software that brings Investors & Agents Together.

16+
Years Experience
5.0★★★★★
Google Reviews
£14.95/mo
From
Global
Trusted by Investors
Proxera agent dashboard Agent View
The Platform

What you can't see is costing you.

Agents: the investors in your database are dealing. Just not with you.
Investors: your portfolio is moving. Yield, equity, compliance. And you're watching it blind.

Everything in one place

Built for investors.
Built for agents.

Portfolio Dashboard
Every property's yield, equity, income and net worth in one live view. Know exactly where your wealth stands, every single day.
Market Analytics
Live valuations, comparable sales and rental benchmarks, so you always know if you're ahead of the market or quietly leaving money on the table.
Accounting and MTD
HMRC-approved and Xero-integrated. Your quarterly MTD returns go out automatically. You never need to think about a tax deadline again.
AI Insights
Your portfolio's AI works 24/7 firing alerts like "your rent is £100 below your neighbour's" and "refinancing now saves you £6,200". It never stops working for you.
Concierge Network
50+ vetted property professionals at your fingertips. Solicitors, surveyors, mortgage brokers, accountants, all handpicked and trusted by our own team.
Agent Connection
Your agent lives inside your portfolio. Share live data, spot opportunities the moment they arise, and never miss a move that could make you money.
White-label Investor Portal
Every investor gets their own branded dashboard and portfolio system under your name, not ours. You become the platform they rely on.
Full Portfolio Visibility
See every client's equity, yield, income and buying readiness in real time. Know who to call and exactly what to say before you dial.
Team Performance Monitor
A live view of every team member's investor relationships. See who's active, who's overdue, and who's on the verge of a new instruction.
Direct Client Publishing
Push new opportunities, construction updates and exclusive deals straight into your investors' dashboards. They see it the moment you publish it.
Engagement Analytics
See exactly who opened what, who clicked through and who's showing buying signals right now. Stop guessing and start calling the right people.
Central Communications
Every message, document and update between you and your investors in one secure place. Full audit trail, zero confusion, nothing ever lost.
For Property Agents

Your investors stay with you long after the sale.

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.

01

Your brand. Their experience.

A fully white-labelled investor portal with your agency's branding, so every time your client logs in, they see you.

02

Retain the clients worth keeping

Investors with 5, 10, 20+ properties are the ones competitors actively target. Give them a reason to stay that no other agency can offer.

03

Win the pitch before it starts

Walk into a valuation with a live portfolio dashboard pre-loaded with their properties. No competitor can do that.

04

See which investors are ready to buy again

Know when clients have the equity, momentum and portfolio signals to make their next move before your competitors do.

Explore Agent Features → View Pricing
Watch Platform Demo

Watch Portfolio Overview
Watch Portfolio Overview
For Property Investors

Your portfolio. Your wealth. One intelligent platform.

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.

01

Full portfolio visibility, live

Every property's income, expenses, yield, equity growth and capital appreciation , updated automatically via Open Banking.

02

MTD compliance, automated

HMRC-approved software. Quarterly returns submitted directly from the platform. Never worry about a deadline again.

03

Your portfolio learns and improves 24/7

The platform continuously analyses what you own, what performs best, and what matters to you so the insight gets more useful over time.

04

Never miss an opportunity or risk again

Get alerted to refinance potential, underperforming assets, market shifts and portfolio risks before they cost you money.

Explore Investor Features → See Pricing
Trusted by investors worldwide

What our investors say

Real reviews from real investors and professionals.

Making Tax Digital April 2026

MTD for Income Tax
is here now.

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.

Read the MTD Guide → Submit Quarterly Returns ↗
MTD Compliance Checklist
Digital record keeping from day one
Quarterly income & expense reporting to HMRC
End-of-period statements
Open Banking feed integration for accuracy
Final declaration, replaces Self Assessment
Direct HMRC submission from the platform
Your status with Proxera
Fully compliant from day one
Not ready to sign up yet?

Talk to a property
wealth specialist

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.

01
Free 30-minute discovery call

with our property intelligence team

02
MTD readiness assessment included

understand your obligations in under 10 minutes

03
Platform demo tailored to your portfolio

or agent programme walkthrough if you're an agent

Start your free discovery
Book a free 30-minute discovery callWalk through the platform with us. No selling, no pressure.

No spam. Your details are used to book your call only.

"Property is the greatest wealth builder most people will ever access. We built the platform that makes sure they never leave a single pound of it on the table."
Simple, transparent pricing

Start from £14.95 per month

No hidden fees. No per-property charges. Full MTD compliance included on every plan. Enterprise pricing for agents and professional partners.

Choose Your Pricing View
Choose your preferred subscription cadence. Annual subscription saves 20% on eligible investor plans. Essential Club stays at £14.95/month and does not receive an annual discount.
Billing
Investor annual subscription saves 20% on eligible plans. Essential Club remains £14.95 per month and does not receive the annual discount.

Your properties. Your wealth.
Your platform.

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