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Proxera Logo

Property wealth management platform for investors

Table of Contents

Proxera - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: September 2026

Proxera overview

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. Rather than simply reporting data, PROXERA explains what has changed, why it matters and the next steps that could move you closer to your financial goals.

For Property Agents & Professionals, PROXERA also provides a fully branded client portal that enables agencies, brokers and investment businesses to deliver a premium digital experience under their own brand. Clients benefit from ongoing portfolio visibility, while businesses build stronger long-term relationships beyond a single transaction. PROXERA combines portfolio management, wealth planning, property intelligence, compliance monitoring, secure document storage and AI-powered portfolio analysis in one platform.

Whether your goal is buying your first investment property or building long-term property wealth, PROXERA helps you always know your progress, understand your opportunities and make your next property decision with confidence.

Starting price

14.95flat rate /
per month

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Proxera’s user interface

Ease of use rating:

Proxera's key features

Most critical features, based on insights from Proxera users:

Accounting
Activity dashboard
Analytics
API
Audit trail
Benchmarking
Client management
Client portal
Dashboard
Document management

All Proxera features

Accounting
Activity dashboard
Analytics
API
Audit trail
Benchmarking
Client management
Client portal
Dashboard
Document management
Financial analysis
Financial management
Financial reporting
Forecasting
For investment advisors
For investors & traders
For property managers
General ledger
Investments tracking
Online payments
Performance metrics
Portfolio management
Property management
Real-Time data
Risk management

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Proxera pricing

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Essential Club

14.95

Per month

Features included:

  • 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

Features included:

  • 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

Per month

Features included:

  • 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

User opinions about Proxera price and value

Value for money rating:

Proxera integrations (1)

Top integrations

Proxera support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Phone Support
Email/Help Desk
FAQs/Forum
Chat

Training options

Live Online
Webinars
Documentation
Videos

Proxera FAQs

Q. Who are the typical users of Proxera?

Proxera has the following typical customers:
Small Business

These products have better value for money


Q. Does Proxera support mobile devices?

Proxera supports the following devices:
Android, iPhone, iPad


Q. What level of support does Proxera offer?

Proxera offers the following support options:
Phone Support, Email/Help Desk, FAQs/Forum, Chat

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