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Portfolio allows property investment and management companies to track all components of their portfolio- financial details, tenants, insurance, utilities, tax, correspondence, and notes, and link them all together.  Portfolio makes both administration and tracking of a property portfolio easy, handling buildings with multiple units, house or flats, and commercial properties.


Financial
Keep track of the purchases, valuations, loans and loan repayments, and value of single properties or your whole portfolio. Calculate compounded annual rates of return for each property.


Reporting and Analysis
Print summaries of individual properties or analyse them in isolation or as part of a portfolio. 

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Tenants
 Keep tenants personal details, bank details, tenancy agreement details, and rental payment history.


Utilities/Tax
Track Utilities (Phone, Gas, Electricity, Internet) and Rates

Insurance
Track Building and Contents insurance

Notes/Correspondence
No need to decide in which directory to save your correspondence.  All correspondence is saved automatically in Response Portfolio and linked to units.  Use the powerful features of Response to reach, store and retrieve all sorts of communication-letters, mailshots, faxes, and emails with all those (tenants, bankers, lawyers, workman etc.) linked to a property.