Portfolio Management

Our portfolio management module provides professional property companies the tools they need to manage multiple communities. Impress your clients with all of the available features at the same time you make your backoffice more efficient.

Portfolio Management Features

• Add and delete communities.
• Add and delete users.
• Assign various categories to users per community.
• Bill communities for management and accounting services. Create custom prices per module as well as add your own billing modules.
• Create categories to customize each community with unique terminology, data fields, and behavior.
• Detailed user permissions.
• Create View Only users that can view certain amounts of information but cannot change anything. Useful for auditors and board directors.
• Each user can be assigned one or more communities in a portfolio.
• No need to integrate with a third party accounting package. Community websites are fully integrated with the accounting features of Forwardpass.
• Staff members can seamlessly switch between communities without separate logins.
• Site managers can access data from anywhere.
• Websites of each community can be fully customized with secure login pages and other features. No need to switch to a cookie cut portal.
• White label features: Brand the system with customer logo, colors, and footers.