Everything you need, all in one place.

Focus on the right things so you can live your life.

PLANNING

Document your plan for each asset.

STAY ON TRACK

Be confident you are working on the most important tasks.

ORGANIZATION

Keep important data together and accessible wherever you are.

NOTE BUSINESS CRM

Manage your assets, contacts, and companies.

UPGRADEABLE

More features like automation, Zillow valuations, and more.

SAVE TIME

Spend time on the important things, not chasing down information and contacts.

A streamlined note management solution
developed by investors for investors

1

Sign up for Portfolio Activity Center

2

Login to your Podio account to access your new workspace

3

Manage your notes

“We deliver a solution to help you stay organized and efficiently manage your note business.”
Richard
Richard McGrew
Managing Director, Folsom CA

Testimonials

Read what investors just like you are
saying about the Portfolio Activity Center

Pricing

Essential

  • Note tracking
  • Task management
  • Customer Relationship Management
  • Onboarding
  • File management strategy
  • Multiple employees and members
  • Support

Choose Billing Model (Save 17.5% with Annual Billing)

$33/mo

billed annually ($396 per year)

plus $497 one-time setup

$40/mo

billed monthly ($480 per year)

plus $497 one-time setup

Take control of your note business.