Fin

Our bespoke asset management platform designed to help manage large real estate portfolios with ease.

Marina in Leeds

Fin is an online platform that enables you to submit, track and manage portfolio instructions with ease. It’s clear, convenient and gives you confidence that all is in hand.

Designed around the client experience, Fin addresses common pain points through a set of practical, easy to use features.

Features of Fin

Submit instructions

Submit asset management instructions quickly and easily using our digital, online form – accessible anytime, from both computer and mobile devices.

Track progress

A single platform to track instructions from initial submission through to completion, with real-time progress updates.

Report with ease

Interactive data visualisations provide visibility of portfolio activity, matter status, and financial data for easy reporting and strategic oversight.

Access anytime

24/7 secure access to property portfolio documents, providing assurance and unlocking key insights.

Automate workflows

Automated workflows, email notifications, and document automation features, ensuring efficiency and smooth processes.

Benefits of Fin

Clarity

Fin provides real-time visibility of instructions/matter progress.

Confidence

Allowing you to rest assured that your instructions are received and assigned in a coordinated manner.

Convenience

As a single platform, you won’t need to sift through email chains or switch between systems. Mobile-ready, it lets you submit instructions and manage matters on the move.

Request the demo video

See Fin in action in our short demo video. Complete the form below to request a copy and a member of our team will be in touch. If you are having issues with this form, please email [email protected].