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 and a new revenue line.
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 — $300 / client / year ($25/mo) with a rev-share model.
- Lifts quote close rates from ~30% to ~40% and wins higher-value studies.
- Drives more Level 3 updates and repeat work from clients who stay engaged year-round.
- White-labelled to your brand — clients see your firm, not Stelor.
Level 3 updates in 10–15 minutes.
Because the portal shares data with the Builder, the prior study is already there when you open an update. A guided wizard steps through replacements, advancements, and deferrals — 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.