Fractional Realty Portfolio Platform

A fractional real estate firm needed a platform where investors could view, track, and manage their property shares — no off-the-shelf tool came close.

We embedded with their operations team to map the full investor journey, then built a custom dashboard with real-time portfolio valuation, document management, and investor communications.

• —Real-time portfolio valuation engine
• —Investor onboarding and KYC flow
• —Document vault with e-signature
• —Dividend tracking and statements
• —Admin backoffice for deal management