PORTFOLIO INTELLIGENCE
Every client's property wealth, equity and compliance status in one view. See the full picture before every meeting.
For Wealth Advisers
Property is your clients’ largest asset class. Yet most financial advisers have no visibility into what is happening inside the portfolio. Proxera changes that.
Free to set up · No long-term contract · Live in under 48 hoursReal-time property valuations across every asset in your client’s portfolio. Stop advising on yesterday’s numbers.
See property wealth alongside other asset classes. Build a complete financial picture for every investor client you serve.
Engagement alerts tell you when clients are reviewing their portfolio, so you can reach out at exactly the right moment.
Clients see your firm’s name and brand. Every interaction reinforces your position as the adviser at the centre of their financial life.
PORTFOLIO INTELLIGENCE
Every client's property wealth, equity and compliance status in one view. See the full picture before every meeting.
HOW IT WORKS
Import your existing clients in minutes. Proxera matches them to their property portfolios automatically. No manual data entry required.
Live valuations, equity positions, rental income and compliance status update automatically. You see everything, they see your branded platform.
Proxera surfaces buying signals, remortgage windows and compliance deadlines. You call first, every time. Your competitors are still waiting for the phone to ring.
The visibility gap
Intelligence layer
Proxera aggregates live data across every property in a client’s portfolio. Valuations, rental yields, equity positions and mortgage details are updated continuously. You advise with complete information, not annual estimates.
Making Tax Digital submissions are automated for every investor client. Quarterly updates are filed directly with HMRC without manual input. You deliver compliance as a built-in service, not an afterthought.
Proxera monitors each client’s portfolio for significant changes, including equity milestones, rate expiry dates and compliance deadlines. You receive a notification before the client even realises there is something to act on.
“Our Agents want to know you,Proxera
not just sell you a property.”
Common Questions
Proxera is neither a traditional portfolio management tool nor a standard CRM. It is a property wealth platform that gives financial advisers real-time visibility into the property side of their clients’ balance sheets. It combines live data, compliance automation and client engagement in one place, sitting alongside your existing advisory tools.
Yes. The platform is fully white-labelled. Your clients see your firm’s name and brand throughout. Proxera is invisible to them. Every time a client logs in to review their property portfolio, they are reinforcing the relationship with your firm, not with a third party.
Proxera is a data and compliance platform, not a regulated financial product. FCA authorisation is not required to use it. However, how you use the data and the advice you provide on the basis of it remains subject to your own regulatory obligations as a financial adviser.
Proxera tracks property valuations, outstanding mortgage balances, rental income, equity positions, LTV ratios, MTD compliance status and portfolio performance over time. Clients connect their data during onboarding, and the platform updates it continuously from that point forward.
Once you have a Proxera account, your clients receive a branded invitation to connect their property portfolio. The onboarding process takes most clients under fifteen minutes. We handle the technical setup on your side, including white-label configuration, before you go live with any clients.
WHAT THEY SAY
Property has always been my clients' largest asset class and I had almost no visibility into what was happening inside it. Proxera changed that overnight. I now walk into every review meeting knowing exactly where they stand.
The portfolio intelligence Proxera gives me has completely changed the quality of advice I can offer. I am having conversations about equity release and remortgage windows that I simply could not have had before.
ALSO EXPLORE
Property is your clients’ largest asset and you deserve to see it clearly. Book a demo and discover how Proxera transforms the adviser relationship with property investors.
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