You’ve built the portfolio. Is it building the future you expect?

Yes. The free plan gives you your Wealth Score, your Wealth Portal, full property portfolio management, an Open Banking connection and a live net worth and equity overview, with no card required. You only upgrade to PROXERA+ when you want advanced intelligence and Making Tax Digital filing when you want them.

PROXERA+ is £19.95 per month, cancel anytime. It adds Wealth Radar opportunity tracking, personalised wealth recommendations, interactive wealth trajectory and what-if scenarios, quarterly wealth reviews, and introductions to trusted professionals. Making Tax Digital filing and full bookkeeping are available as an optional Tax & Accounting Add-on for £10 per month. There are no per-property charges and no hidden fees.

PROXERA is a property wealth platform for UK landlords and investors. It connects your entire portfolio, property values, rental income, expenses, equity, yield and compliance, into one clear, connected dashboard, then turns that data into a clear picture of your net worth and where your wealth is heading. Add your properties, connect your accounts through Open Banking, and PROXERA keeps everything up to date automatically.

Yes. PROXERA is built for UK residential investors at every stage, from a single buy-to-let to large portfolios of HMOs, short-term lets and BRRR projects. Every property sits in one place with its own value, equity, yield and cashflow, so you always see your true position across the whole portfolio.

No. You can track your portfolio manually if you prefer. Connecting your bank via read-only Open Banking simply makes your rental income, expenses and reconciliation automatic and accurate, so less is missed and far less is entered by hand. The connection is read-only, so PROXERA can never move your money.

Yes, via the Tax & Accounting Add-on for £10/month. Making Tax Digital for Income Tax went live on 6 April 2026 for property income over £50,000. The add-on keeps digital records, categorises income and expenses, and prepares your quarterly submissions and year-end return for review before filing to HMRC. It is built for Making Tax Digital and Xero-integrated.

Not yet. The current Making Tax Digital threshold is £50,000 of gross property income, dropping to £30,000 and then £20,000 in the phases that follow. Even if you are under the threshold today, starting now keeps your records digital and accurate, so when MTD reaches you, compliance is effortless. In the meantime you get the full clarity of PROXERA on the free plan.

Absolutely. PROXERA automates your digital record-keeping and MTD submissions, which cuts the manual work your accountant does and the fees that come with it. Many investors share dashboard access with their accountant so their adviser always has clean, up-to-date numbers, making tax time faster and cheaper for everyone.

Your Wealth Score is built from your equity, yield, cashflow, gearing and growth, benchmarked so you can see exactly where you stand and your next best move. It is an instant, single measure of how your property wealth is performing, and you can track it over time as your portfolio grows.

Yes. PROXERA uses bank-grade, end-to-end encryption and read-only Open Banking connections handled through an FCA-authorised provider. We never move your money and never sell your data, and you can delete your account and all your data at any time. PROXERA Ltd is registered in England and Wales (Company No. 12583682) and operates in full compliance with UK GDPR.