Expert Financial Management for HOAs
Get the most out of every dollar you put into HOA reserves
Our advanced planning and tracking tools use Artificial Intelligence to develop an actionable long-term financial plan that is unique to your property, complete with tax benefits and interest-bearing growth options.
Recent Special Assessments (per unit)
- $145,000 San Rafael, California
- $70,000 Chicago, Illinois
- $33,000 Novato, California
- $25,000 St. Petersburg, Florida
- $20,000 Jacksonville, Florida
- $16,500 Miami, Florida
Avoid dreaded special assessments
Our financial plan allows your HOA to get a handle on its true long-term needs and reduce or eliminate surprise special assessments.
Board members, your time is valuable
We’ve bundled compliance, funds management, and leadership transition into one integrated solution, saving you time and increasing transparency.