Collective Compound for professionals

Set up and manage portfolios for your clients.

Build a client's property portfolio, model it, and get it lodgement-ready before they ever log in. Hand it over when it's done: your client takes ownership, and you keep view-only access as their advisor.

Create a portfolio on behalf of a client and fill in every detail yourself.
Nothing reaches the client until you choose to hand over.
One Portal account, every client on your roster. Accountants, mortgage brokers, buyer's agents and financial advisors.

Don't have a Portal account yet?

Tell us about your practice and we'll set it up. No password to set up.

Set up your Portal account

Already have a Portal account?

For individual investors