INVITATION FROM YOUR INVESTOR

Your investor has invited you to their
property wealth platform.

Proxera connects property investors with the agents and brokers who help manage their wealth. Your investor uses Proxera to track their portfolio, stay MTD-compliant and manage their finances. They want you by their side.

Property:

Accept Invitation → Learn More ↓

✓Free to join as a partner · ✓No setup fees · ✓Trusted by 5,000+ investors

YOUR ROLE

You've been added as their trusted partner.

When an investor adds you on Proxera, you get visibility of their portfolio, can communicate directly, and can help them make better property decisions, all from one platform.

📋

Portfolio Visibility

See the properties your client manages, their performance, rental income and equity position in real time.

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Direct Communication

Message your client, share documents and track conversations. No more chasing emails.

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MTD Support

Help your client stay HMRC-compliant. Flag issues, review their quarterly submissions and stay ahead of deadlines.

THE OPPORTUNITY

The agents staying ahead are the ones who have the data.

Right now, another agent could be calling your investor about an opportunity you know nothing about. They spotted the equity. They saw the refinancing window. They got there first.

When you join your investor's platform, you get the same real-time view they have. Portfolio performance, equity positions, compliance deadlines and buying signals. You call first.

Accept Invitation →

Portfolio Intelligence

See portfolio value, rental income, equity and wealth position across every investor you manage.

Buying Signals

Know when a client may be ready to buy again, refinance or release equity before anyone else does.

Engagement Tracking

See who is reading your updates, clicking on properties and actively looking. Act on intent, not guesswork.

Proactive Alerts

Get notified when a portfolio event, compliance deadline or opportunity window needs your attention.

THE PLATFORM

Everything investors and their advisers need.

Portfolio Tracking

Net worth, rental yield and capital growth tracked live across every property in the portfolio.

MTD Accounting

HMRC-approved. Automatically categorises income and expenses to keep investors compliant quarter by quarter.

Open Banking

Bank feeds connected directly into the platform. No manual data entry, no reconciliation headaches.

Document Vault

Certificates, tenancy agreements and EPCs stored securely, with automated expiry flags and reminders.

AI Insights

Intelligent signals on portfolio health, opportunities and risk, surfaced automatically so nothing gets missed.

Professional Network

50+ vetted accountants, solicitors and surveyors available to investors and their advisers on the platform.

YOUR PLATFORM

What you see on the inside.

Once you accept the invite, you get your own Proxera partner dashboard. You can see every client you manage, their portfolio performance, upcoming compliance deadlines and direct messages. All from one clean interface.

And the best part? it can be white-labelled. Put your agency name and branding on the platform and offer it to all your investor clients as your own product. They see your brand, powered by Proxera.

Your own branded platform

White-labelled with your agency name, logo and colours. Your clients see your brand.

All your investors, one view

See every client's portfolio, health score and compliance status from a single dashboard.

Grow your managed client base

Invite your other investor clients to join. Build a book of managed property wealth clients.

Generate new revenue

Offer premium wealth management services, refer vetted professionals and earn from your network.

See the platform →

Proxera agent platform showing investor opportunities, buying signals and portfolio intelligence

Live Platform View

GETTING STARTED

Up and running in 5 steps.

Accept the invite

Click the button below and create your free Proxera partner account. Takes under 2 minutes.

Connect with your investor

Once you're in, you'll automatically be connected to their portfolio and workspace.

Start collaborating

View their properties, communicate directly and help them grow their wealth, all in one place.

Invite your other investor clients

Already managing other property investors? Invite them to Proxera and bring all your clients onto one platform. Your own branded hub.

Manage everyone's wealth in one place

One dashboard. All your investors. Track portfolios, flag compliance issues, communicate and grow your practice. No admin chaos.

PRICING

Start free. Scale when you're ready.

Your first partner account is completely free. Upgrade when you want visibility across all your investors, or a fully white-labelled system under your own brand.

Partner Access

Free

No credit card required

✓Full visibility of the investor who invited you
✓Direct messaging and document sharing
✓Property performance overview
✓MTD compliance visibility

Accept Invitation →

Join your investor on Proxera.

Your free partner account gives you access to their portfolio, direct messaging and all the tools you need to collaborate.

Accept Invitation & Sign Up →

Free partner account. No credit card required.

Your investor has invited you to theirproperty wealth platform.