YOUR PORTFOLIO COMMAND CENTRE
Aggregate portfolio value, income and equity across every property. Share live data with your accountant, broker and agent.
You manage a property book worth millions. You deserve the data that matches. Proxera gives portfolio investors the visibility that was once reserved for institutional funds.
YOUR PORTFOLIO COMMAND CENTRE
Aggregate portfolio value, income and equity across every property. Share live data with your accountant, broker and agent.
HOW IT WORKS
Enter your portfolio in minutes or connect via Open Banking. Proxera pulls live valuations, rental data and mortgage information automatically.
Portfolio value, equity, rental yield, income and MTD compliance status, all in one dashboard, updated in real time. No spreadsheets.
Share live portfolio data with your estate agent, mortgage broker and accountant. Everyone works from the same picture. No more repeating yourself.
Your total property net worth, calculated live across every asset. Know the exact figure at any moment, not just when you get a valuation through the door.
Grant professionals access to your live portfolio data. Your broker walks in knowing your LTVs. Your accountant sees income before you speak. Your agent knows your equity.
MTD quarterly filings handled automatically. Compliance deadlines tracked and flagged. Proxera keeps your portfolio legally compliant without any additional admin.
"Property enters a new ERA.PROXERA
PROXERA."
The professionals connected to you on Proxera see your portfolio in real time. They can identify opportunities, flag compliance deadlines and reach out at exactly the right moment. Not after you've had to explain your entire portfolio from scratch again.
For portfolio investors managing multiple properties, this is transformative. Your mortgage broker knows which properties are approaching a refixing window. Your accountant sees your income split before your year-end meeting. Your estate agent knows your equity before you even pick up the phone.
Speak to an Adviser Start Free TodayThere is no hard limit on the number of properties you can add. Paid plans are designed to scale with your portfolio and we work with investors across all sizes from single properties to large portfolios.
Yes. You can grant separate access to your accountant, mortgage broker and estate agent simultaneously. Each adviser sees the data relevant to them, and you control access at all times.
Your data is never sold or shared without your explicit consent. When you grant access to an adviser through Proxera, you choose what they can see and can revoke access at any point.
Yes. Once your properties are added, Proxera tracks changes over time so you can see how your portfolio value, income and equity have moved. Historical data becomes more valuable the longer you use the platform.
The free plan includes property tracking, portfolio valuation, yield calculation and equity visibility. MTD filing, adviser sharing and advanced analytics are available on paid plans from £14.95 per month.
WHAT THEY SAY
I manage 34 properties across six different entities. Proxera is the first platform that is actually built for people like me. The aggregated net worth view is something I have wanted for years.
My accountant, my mortgage broker and my estate agent all see the same live data now. The quality of advice I get from all of them has improved because nobody is working from stale numbers.
ALSO EXPLORE
Institutional-grade visibility at a private investor price. Proxera gives serious portfolio investors the data infrastructure they deserve.