Real-time performance metrics across all managed properties
Everything you need to streamline portfolio performance dashboard for your community
Intuitive interface designed for board members and residents alike
Automate repetitive tasks and save hours every week
Bank-level security with full audit trails
Access from anywhere on any device
Comprehensive portfolio oversight
See how communities like yours are benefiting
Founding associations are onboarding now — customer stories coming soon.
Portfolio Performance Dashboard works perfectly with your existing tools
QuickBooks
Stripe
PayPal
Zoom
DocuSign
Google Workspace
Watch a 2-minute demo to see how easy it is
Quick Demo: Portfolio Performance Dashboard
2:45 • See key features and benefits
Everything you need to know about Portfolio Performance Dashboard
Most communities are up and running within 30 minutes. Our team handles the entire setup process for you.
Yes! We provide comprehensive training sessions, video tutorials, and ongoing support to ensure everyone is comfortable using the system.
Absolutely. We offer free data migration services to transfer all your existing records, ensuring a smooth transition with no data loss.
You get 24/7 email support, live chat during business hours, and priority phone support for urgent issues. Plus access to our extensive knowledge base.
Still have questions?
Contact our team →Purpose-built for Florida associations