You manage multiple portfolios and need a cleaner way to review property questions across households.
For advisers
Keep portfolio facts, scenario assumptions, and the visible working together when clients need to understand trade-offs.
Best fit if this sounds like your workflow.
You want scenario outputs that are easier to explain because the assumptions and ledgers stay close to the result.
You need client decisions compared in one repeatable workflow rather than through ad hoc spreadsheets.
Why advisers care about the workflow.
The benefit is not only speed. It is also easier explanation when the assumptions and outputs stay attached.
One repeatable structure
Portfolio, property, loan, and household inputs feed the same scenario shape each time, which makes review and explanation easier.
Visible assumptions and audit paths
Tax support, current ledgers, milestone outcomes, and scenario warnings stay attached to the result instead of disappearing behind one number.
Capacity for multiple households
Business plans support multiple portfolios without changing the review flow across sell, refinance, retirement, and property-tax views.
Client questions that map cleanly into the workspace.
These are the decision pages that usually need both comparison and explanation.
Sell or hold
This is for the moment when a property has become a live decision rather than a background holding.
View decisionRefinance
This page is for testing whether a refinance improves the property path after costs and tax context are included.
View decisionRenovate
This page is for testing whether a renovation improves the selected property once project cost, downtime, rent, value, and tax treatment are included.
View decisionRetirement with property
This page is for the long-horizon question: what does the current property base actually do for retirement capacity?
View decisionUse one structure across multiple portfolios.
Choose Business when you need portfolio capacity and a cleaner client review flow.