The Platform

Know what changed, what matters and what to consider next.

PROXERA connects your property and financial information, continuously monitors your position and brings the issues worth reviewing to you.

Initial result in around two minutes. No card required.

Open BankingWealth RadarMaking Tax DigitalConcierge
PROXERA dashboard
Property Wealth Score82
Net worth£2.84m
See it in action

Your whole portfolio, on one screen.

Move between the tools the way you would inside PROXERA.

Portfolio overview in PROXERA Wealth Plan and trajectory in PROXERA Financial intelligence in PROXERA Compliance and documents in PROXERA Access to vetted professionals in PROXERA
Why PROXERA is different

It learns you and your portfolio, then recommends what you need.

Not another app & more than a generic AI answer.

PROXERA builds an understanding of your properties, financial position, goals and changing circumstances. It combines connected information, continuous monitoring and property-specific analysis to give guidance relevant to your position, not a generic response based on a single question.

Connected property & financial information A personalised Wealth Plan Continuous monitoring Property-specific recommendations Experience-informed decision frameworks More useful as verified information is added A record of changes, decisions and outcomes

Built from years of experience working with UK property investors and understanding the decisions they repeatedly face.

What PROXERA does

Understand, plan, monitor, act.

Understand your full position, plan for the future you want, monitor what changes and act with clarity. Pick a capability to see how.

Portfolio position

Your numbers, kept up to date.

Connect your bank with Open Banking and PROXERA tracks income, expenses, growth and comparables for every property, documents included.

Open Banking income & expenses
Capital growth & market comparables
Every document, stored for you
Live position
Total portfolio value£2.84m
Net equity£1.12m
Blended yield5.8%
Wealth planning

See your trajectory. Know your next move.

See where your portfolio is heading against your goals, and what happens if you buy, refinance, hold or sell, before you decide.

Your wealth trajectory, mapped
“What if?” scenario planning
See the impact of every decision
On track for
Target net worth2031
Years to target, current pace5.2
With one more property3.7
Wealth Radar

Opportunities you can’t find alone.

Releasable equity, refinance windows, underperforming properties and off-market deals, identified from your data and flagged for review.

Releasable equity, identified
Underperforming properties, flagged
Off-market deals from vetted professionals
Flagged for review
Releasable equity identified£184k
Net yield drift-1.8%
Refinance windowOpen
Decision support

See the case, then decide.

Every flagged opportunity comes with the numbers behind it, cashflow impact, projected equity, comparable performance. You review, you decide.

Mortgage optimisation opportunities
Hold, refinance or review, based on your data
Investment analyser before you buy
Worth reviewing
Remortgage vs. hold, 12 Riverside WalkReview
Rent review due3 properties
Management

Every property, organised.

Bank-connected income and expense tracking, document storage and a portfolio view that stays current without manual data entry.

Open Banking bank connections
Documents & certificates, searchable
Renters’ Reform ready
Connected
Bank accounts connected4
Documents stored62
Compliance & tax

Making Tax Digital, handled with you.

Add MTD, bookkeeping, Xero and HMRC submission support for £10/month. Records are prepared from your data; you review and submit each quarter.

MTD-ready quarterly records
Xero integration
HMRC submission support
Add-on · £10/mo
Next quarterly deadline7 Aug
Records statusReady for review

Access to the right professionals.

Property involves far more than any one adviser. When something needs action, a direct introduction to the right vetted professional is available, across finance, legal, tax, surveys, insurance and management, all in one place.

Mortgage brokers

Refinance & mortgage

Introductions when a refinance window or rate opportunity is flagged.

Solicitors

Conveyancing & legal

Trusted introductions for purchases, sales, refinances and tenancy matters.

Accountants

Tax & Making Tax Digital

Your accountant focuses on strategy; PROXERA keeps the records current.

Surveyors

Valuations & surveys

Independent valuations and condition reports when a decision depends on them.

Insurance

Landlord & buildings cover

Specialists to make sure the right cover is in place across your properties.

Agents & managers

Lettings & management

Letting, tenancy and day-to-day management support when you want it.

Know what your portfolio needs next.

Start with a free Property Wealth Plan. See your position, your trajectory, and what deserves your attention.

Show me my next move

Initial result in around two minutes. No card required.