The Keystone Portfolio Dashboard is the intelligent portfolio management tool most asset managers have only dreamt of.  Performance data, YOY trends, lifecycle tracking, rent rolls, cash and reserve balances, and the ever-ready REO report -- with variance notes -- all in one place. We've made this essential tool the entry point for you and your team to see experience the value of centralized data and document storage. Our data automation is a light lift for you, using the reporting package you already produce. 

The turnaround time for your first dashboard is two weeks.

Easy, fast, robust and affordable. A thing like this doesn't come around every day. 

We offer an entire library of dashboards, trackers, and apps available as managed solutions. What's a managed solution, you ask?  The solution is built with fully integrated Microsoft apps which means anyone with a Microsoft tenant can plug and play.  You purchase them just like an app on your phone.  This makes it a faster, more focused and exactly what you need instead of going through an entire software build. You get enterprise-grade functionality without needing IT expertise or dedicated staff to keep everything running smoothly.  We handle the technical side including maintenance and updates, so you can focus on decisions and action items.

These dashboards are available ala carte or embedded in our platforms: The Arc or Free The Data. 

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Asset Management Plan (Living Document)

Cap Needs + Reserves Tracker

Closing Binder Extraction

Deal Book (by property)

Development Pipeline

Insurance + SOV Dashboard

Keystone Portfolio Dashboard

RE Tax Tracker 

Readiness Assessment

Revenue and Occupancy Tracker

SOPs (Living Document)

Subsidy Contracts + Renewals

Utility Usage and Procurement

Waterfall and Cashflow Forecast

PROJECT MANAGEMENT DASHBOARDS
AI Strategy / Roadmap (Living Document)
"Arrow" Action Item Tracker
Technical Debt

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