By Role · Advisors
Built for asset managers, advisors, and consultants
Whether you manage properties, advise clients, or analyze deals for a living, Portfoliq gives you the analytical backbone your work demands. Serve more clients, deliver institutional-quality reporting, and quantify the value you create — without hiring a team of analysts.
Client report — Q1 2026
Anderson Family Trust
Elapsed
0:00.0
Portfolio outperforming submarket by 8.4%
Health 87 · DSCR 1.48× · NOI +6.1% YoY
Refinance 88 Pine · Adjust 142 Oak rent · HVAC 305 Mkt
1 covenant within 0.05× · 1 lease expiring Q3
Estimated $7,840 annual impact across 3 moves
Watch a client report build itself in real time
The reality
What's holding you back?
You spend 8 hours per client per month just on reporting
Your clients expect polished quarterly updates with portfolio analysis, recommendations, and performance tracking. With 12 clients, that is nearly 100 hours a month on reports alone.
Managing 8 client portfolios means 8 different spreadsheets
Each client has their own data, properties, and quirks. Keeping analysis consistent and data accurate across all of them is a full-time job on top of your actual job.
Your client asks "what have you done for me?" and you cannot answer
You know you add value, but quantifying it is hard. Without tracking, your value is invisible when the fee conversation comes up.
Taking on one more client means working weekends
At your current pace, every new client adds 10+ hours of monthly work. Hiring a junior analyst costs $60K and takes months to train.
Outcomes
What advisors get back
8 hr → 15 min
Per-client reporting cycle
AI narratives turn portfolio data into branded, client-ready PDFs.
2×
Client base, same team
Each new client adds minutes of work, not hours — automation absorbs the load.
$
Quantified value per recommendation
Track refi savings, rent uplifts, and expense cuts so the fee conversation stays easy.
The shift
What you'll achieve
Generate client-ready reports in 15 minutes, not 8 hours
AI-generated narratives and automated analysis produce polished portfolio reports your clients will think you spent all day on.
Manage every client portfolio with the same institutional rigor
Consistent methodology across all clients means no one gets the B-team analysis, even as your practice grows.
Show clients the exact dollar value of every recommendation
Track the impact of your advice — refi savings, rent increases, expense reductions — so your next fee conversation is backed by hard numbers.
Double your client base without doubling your team
Automated analysis and reporting means each new client adds minutes of work, not hours. Grow revenue without growing overhead.
Market Opportunity
The $27B consulting gap
$27.25B
The global real estate advisory market today — growing to $39.57 billion by 2029.
$50K–$200K+
Traditional consulting engagements. Monthly retainers run $5,000–$25,000+.
80%
Portfoliq delivers 80% of institutional methodology at a fraction of the cost — with ongoing platform intelligence.
Capabilities
What advisors get
Everything you need to deliver institutional-quality advisory services — without the institutional overhead.
Institutional-grade analytics
CCE scoring, capital sequencing, and scenario modeling — the same frameworks used by nine-figure portfolio managers, delivered as software.
Client-ready reports
Branded PDF reports, investor reporting, and white-label options that elevate your deliverables without the overhead of custom builds.
Portfolio-level intelligence
Multi-property compare, portfolio health scoring, and attribution analysis — see which assets drive returns and which drag them down.
The difference
Portfoliq vs traditional consulting
Platform intelligence that replaces six-figure engagements — with real-time updates instead of static deliverables.
| Capability | Traditional consulting | Portfoliq |
|---|---|---|
| Capital strategy engagement | $50K–$200K+ | $5K–$20K/mo |
| Ongoing oversight | $5K–$25K+/mo retainer | $80–$200/mo platform |
| Delivery timeline | 3–6 months | Real-time |
| Condition intelligence | Manual inspections | 10-system CCE scoring |
| Multi-year projections | Static spreadsheet | Dynamic 5–15 year modeling |
The toolkit
Products for this solution
The tools you'll use most with this approach
Common questions
Yes — Professional and Agency tiers include white-label PDF reports with your firm logo, colors, and footer. Enterprise adds full custom report templates.
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