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 account, every client. Accountants, mortgage brokers, buyer's agents and financial advisors.

The only thing you type to get started is your name. No password to set up.