Built for
Your investor clients log in to your portal. Your name, your colours, your domain. It looks like you built it. Because for all they know, you did. No white-label watermarks. No third-party branding. Just yours.
Book a demo to see it live
The platform watches every portfolio in real time. It surfaces action points automatically. Remortgage ready. MTD deadline approaching. Rent review overdue. You see it first, every time.
See how it works
Values, yields, equity, cashflow and MTD compliance status for every client portfolio, all in one place. You see everything your clients see, plus more. Advise with precision because you have the data to back it up.
See a live demoMost are a mix of both. Select the one that sounds more like you to see how Proxera fits your priorities.
You care deeply about the experience your clients have with you. You want them to log into something premium, under your brand, and feel like you have built them something nobody else offers. The platform is an extension of your professional identity.
You see your client base as an asset and you want to monetise it intelligently. You want to know which clients are ready to remortgage, expand or transact before they call anyone else. And you want every instruction, referral and fee to flow through you.
Most professionals use a CRM or agency tool for their own pipeline. This is not that. This is a client-facing portal that lives under your brand and gives your investors a premium digital experience your competitors simply cannot offer.
Your CRM manages your business. This platform manages your client relationships.
Reapit and Alto are built for internal pipelines. This platform is built for investor-facing value.
Add this platform alongside what you already have, or replace the tools that are underserving you. Either works.
Revenue
Every professional instruction that flows through your portal earns you a fee. Mortgage, legal, survey, accountancy. Your platform becomes a revenue engine that runs whether you are in the office or not.
Charge clients a monthly access fee for their portal. A typical professional earns £300 to £800 per month from their existing client base alone. One email to your list starts it.
When you can see every client's full portfolio you advise with precision. You spot the next deal before they think to ask. You get the instruction before they call anyone else.
Book a 30-minute demo. See your branded portal live before you leave the call. No commitment. No contracts.