Portfolio Desk
User guide
Portals 4 min read

Owner portal

Owners ask for the same statement every month. Giving them a login is faster for them and considerably faster for you.

  1. 1

    Properties, ledger and distributions

    Their properties, their ledger, their distributions and their statements — scoped to them and nothing else.

    Owner portal home showing statements and distributions
    A real screen from the running product, captured against a demo portfolio.

Used alongside

Owner accounting & statements

Owner subledgers, distributions, management fees and the statement that explains them.
Ready to try it?
Start your free 14-day trial

No card required. Every feature in this guide is available to try.

Get started