Everything you need, all in one place.
Focus on the right things so you can live your life.
Document your plan for each asset.
STAY ON TRACK
Be confident you are working on the most important tasks.
Keep important data together and accessible wherever you are.
NOTE BUSINESS CRM
Manage your assets, contacts, and companies.
More features like automation, Zillow valuations, and more.
Spend time on the important things, not chasing down information and contacts.
A streamlined note management solution
developed by investors for investors
Sign up for Portfolio Activity Center
Login to your Podio account to access your new workspace
Manage your notes
Read what investors just like you are
saying about the Portfolio Activity Center
Portfolio Activity Center has helped me efficiently stay on top of my growing Note business. I like its ease of use and the excellent customer service.
The Portfolio Activity Center has given me a way to finally organize my note business. I love going in there and knowing that all of my data is easily accessible. I know what I need to do next and by when. What a time saver!
The Portfolio Activity Center has helped me to streamline my work-flow in managing our note business. It alerts me to next step for each asset so I don’t overlook any important tasks. I can keep up with managing our note business from anywhere!
- Note tracking
- Task management
- Customer Relationship Management
- File management strategy
- Multiple employees and members