Your reserve study, turned into a living client portal.
Every finished study becomes a white-labelled portal that looks like your firm's own tool — keeping you in front of clients all year and turning a one-time deliverable into a recurring relationship.
What your clients see.
A clear, always-current view of their building's financial health — branded to your firm, not ours. Clients log in and immediately understand where they stand.
- Reserve fund summary & component health
- Next-5-year and contribution-gap views
- Solvency timeline
- Expenditures by category
- Side-by-side funding-model comparison
What it does for your firm.
The portal turns every delivered study into a persistent touchpoint — and a new revenue line that compounds as your client base grows.
- A new recurring revenue stream you bill, with a rev-share model ($300 / client / year, $25/mo)
- Stronger differentiation that lifts quote close rates from ~30% to ~40% and wins higher-value studies
- More Level 3 updates, renewals, and repeat work from clients who stay engaged year-round
Level 3 updates in 10–15 minutes.
Because the portal shares data with the writing tool, the prior study is already there when you open an update. A guided wizard steps through replacements, advancements, and deferrals — you enter the new balances and contributions, and it recompiles.
- Prior study data pulled in automatically — no re-entry
- Guided wizard for replacements, advancements, and deferrals
- Balances and contributions entered once — forecast recalculates
- Portal refreshes immediately — clients see the updated study the same day
See the portal on a study like yours.
Book a 30-minute demo and we'll walk through the client portal — your branding, your data, your clients seeing their reserve dashboard for the first time.