--- title: "Proxera Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Proxera Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/10037507/My-Property-Organiser/" page_type: "product" language: "en" --- # Proxera Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Proxera ## What is Proxera? PROXERA is property wealth technology that helps homeowners, landlords and property investors understand where they are today, whether they are on track to achieve their financial goals, and what they should do next. It brings your properties, mortgages, finances and investment goals together into one intelligent platform. It continuously monitors your portfolio, identifies opportunities and risks, and helps you make better property decisions with confidence, moving you towards your end goal. Whether you own your own home, one buy-to-let or a growing portfolio, PROXERA gives you a clear view of your wealth through live portfolio tracking, intelligent insights and a personalised Wealth Plan. From refinancing opportunities and rental performance to compliance deadlines and equity growth, the platform keeps watch so you don't have to. Every user receives a dynamic Wealth Score that measures the health of their property wealth and highlights the actions most likely to improve it. Rathe ## What is Proxera used for? [Property Management Accounting](https://www.capterra.com/property-management-accounting-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £14.95 Flat Rate, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Proxera?[Manage this product listing](https://www.g2.com/products/proxera/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Proxera 0.0 VS. [4.7 (726)](https://www.capterra.com/p/146693/PayHOA/reviews/) Starting Price £14.95 Flat Rate, Per Month Starting Price $54 Other, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.6 (726) Value For Money 0.0 (0) Value For Money 4.7 (600) Customer Service 0.0 (0) Customer Service 4.7 (708) ## Proxera alternatives [4.5 (2,234)](https://www.capterra.com/p/47428/Buildium-Property-Management-Software/reviews/) Starting price $62.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.6 (444)](https://www.capterra.com/p/20372/Entrata/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.4 (485)](https://www.capterra.com/p/159377/Guesty/reviews/) Starting price $23.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Rent Manager](https://www.capterra.com/p/2732/Rent-Manager/) [4.6 (651)](https://www.capterra.com/p/2732/Rent-Manager/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/2732/Rent-Manager/) ## FAQs about Proxera Overview ### What company size and specific industries is Proxera built for? Proxera is designed for property investors, landlords, portfolio owners, estate agencies, and other property professionals in the real estate sector. It fits small firms through larger portfolio-based businesses that need real-time analytics, HMRC MTD compliance, portfolio visibility, and structured oversight of property wealth. Features and Usability ### What are the key features of Proxera? Proxera offers API access, accounting, and document management for financial operations, along with client management and a client portal for account interaction. It also includes portfolio management, investments tracking, financial reporting, forecasting, risk management, real-time data, and analytics through dashboards and performance metrics. Pricing ### How much does it cost and what fees or limitations are included? Proxera starts at £14.95 per month for the Essential Club, a flat-rate plan for manual data entry and up to 2 properties. The Professional Club costs £59.95 per month and includes unlimited properties, priority support, and a dedicated portfolio manager. No setup fees are listed. Integrations ### Which third-party tools and platforms does Proxera integrate with? Proxera integrates with Xero. Getting Started and Support ### What training and onboarding options does Proxera offer? Proxera provides live online sessions, webinars, documentation, and videos. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide self-paced learning resources for teams getting started with the product. Getting Started and Support ### What customer support options does Proxera offer? Proxera provides Email/Help Desk, FAQ/Forum, Phone Support, and Chat. Support is organized across these channels so users can choose the format that fits their needs. No reviewer feedback about response speed, helpfulness, or common frustrations is available in the catalog data. ## Features AI summary Based on 877 Investment Management reviews Not all investment management software covers every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Proxera supports **Performance Metrics** and **Investments Tracking**, giving firms a way to monitor returns and keep close watch over holdings across portfolios. However, it does not include **Reporting/Analytics**. Instead, it offers other highly valued capabilities, including **Portfolio Management** (**40%**) and **Benchmarking** (**38%**), which help businesses organize investment activity, compare results against targets or market standards, and make more informed decisions over time. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Analytics Tools for the systematic analysis of various types of data or statistics API Application programming interface that allows for integration with other systems/databases Audit Trail A record of all activities within the system, including user access, changes made, etc. Benchmarking Compare key metrics for the business against prominent players in the industry Proxera 25 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Analytics: Tools for the systematic analysis of various types of data or statistics - API: Application programming interface that allows for integration with other systems/databases - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Benchmarking: Compare key metrics for the business against prominent players in the industry - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Document Management: Store, manage, and track all electronic documents in a centralized location - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - For Investment Advisors: Used by financial advisors and money managers - For Investors & Traders: Used by retail investors and active traders/day traders - For Property Managers: Used by property managers - Forecasting: Form predictions based on past and present data/trends - General Ledger: Centralized accounting record which tracks all financial transactions - Investments Tracking: Monitor capital allocation and asset prices over time - Online Payments: Accept and process online payment transactions - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Property Management: Add, view, and edit details of all properties managed by an agency that are available for sale or rent - Real-Time Data: Receive data and information in real time - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties --- Get Advice We can help you find the software with the features you need. ## Pricing [View pricing plan details](https://www.capterra.com/p/10037507/My-Property-Organiser/pricing/) Essential Club £14.95 Flat Rate,Per Month It includes: - Track up to 2 Properties - Manual Income & Expense Tracking - Property Values, Income & Growth - Basic AI Insights - Document Storage (Limited) - Basic Notifications & Alerts - Basic Concierge Access - Industry News, Updates and Special Offers Standard Club £34.95 Flat Rate, It includes: - Includes Everything in Essential - Automated Management up to 5 Properties - Full Portfolio Overview Dashboard - Bank Account Link-Up (Open Banking) - Automated Income & Expense Tracking - Automated Cost Breakdown - Estimated Equity Position - Full Accountancy Integration (MTD Ready) - Integration with Xero - Unlimited Legal Document Uploads - Short-Term Rental Tracker Calendar - Short-Term Occupancy Levels - Advanced AI Insights & Analytics - Exclusive Webinars & Strategy Calls Professional Club £59.95 Flat Rate,Per Month It includes: - Includes Everything in Standard, plus: - Manage Unlimited Properties - Dedicated Portfolio Manager - Quarterly 1-to-1 Portfolio Review - Off-Market Property Opportunities - Concierge Access (Exclusive Providers) - Priority Support (Direct Manager) - Webinars & Strategy Events - Exclusive Club Events - Early Access to New Features & Beta Testing ## Integrations [ Xero](https://www.capterra.com/p/120109/Xero/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.