Manage Your Property Portfolio Like an Institution
APEX Capitals gives UK investment holding companies institutional-grade analytics, real-time financial tracking, and AI-powered insights — without the enterprise price tag.
from 200+ reviews
Portfolio Overview
Last updated: just now
Portfolio Value
£12.4M
+3.2%
Monthly Revenue
£48,200
+8.1%
Net Yield
5.84%
+0.3%
Occupancy Rate
96.2%
-0.5%
Revenue — Last 12 Months
Asset Mix
Most property investors are still
running on spreadsheets
Managing a growing portfolio on Excel isn't just inefficient — it's leaving money on the table.
Fragmented Data
Property details in one spreadsheet, financials in another, documents in email folders. Nothing connects.
No Single View
Reporting to investors or lenders means manually compiling data from a dozen sources every time.
Manual Calculations
Gross yield, DSCR, LTV ratios — recalculated by hand every quarter with the risk of expensive errors.
Everything you need to manage
a professional portfolio
Purpose-built for UK investment holding companies. No generic software. No bolt-ons.
Portfolio Dashboard
Real-time overview of your entire portfolio. Net worth, yields, occupancy rates, and cash flows in a single glance.
Financial Analytics
Granular P&L, cash flow projections, and KPIs per asset. Know exactly where your money is working hardest.
Interactive Maps
Visualise every asset on a map with Google Maps and Street View integration. Location intelligence at your fingertips.
Document Management
Centralised compliance tracking with automated expiry alerts for insurance, leases, EPC certificates, and more.
AI Intelligence
Anomaly detection, natural language portfolio queries, and predictive cash flow modelling powered by AI.
Integrations
Connect Xero, QuickBooks, and Open Banking for automatic transaction sync and reconciliation.
Up and running in minutes
No lengthy setup. No expensive consultants. Just log in and start managing your portfolio professionally.
Register & Set Up
Create your organisation account in under 2 minutes. No lengthy onboarding, no sales call required. Your white-labelled portal is ready instantly.
Add Your Portfolio
Import assets via CSV or add them manually. Connect your accounting software via Xero or QuickBooks integration. Link bank accounts via Open Banking.
Get Insights Instantly
Your dashboard populates with real KPIs, interactive charts, and AI-driven recommendations. Share professional investor reports with a single link.
Know your numbers
Institutional-grade metrics calculated automatically across your entire portfolio. No formulas. No errors.
Sample metrics from a demonstration portfolio. Your KPIs update in real-time.
One platform for your entire portfolio
Whether you own flats, offices, businesses, or financial instruments — APEX Capitals manages them all in one place.
Residential
BTL, HMOs, serviced apartments
1–200 unitsCommercial
Offices, retail, industrial units
Any sizeBusinesses
Operating businesses, equity stakes
SMEs & corporatesFinancial Assets
Shares, bonds, pension pots
Stocks & instrumentsAlternatives
Land, development projects, forestry
All asset typesTrusted by UK asset managers
Real results from real property investors who switched from spreadsheets to APEX.
“We moved from 14 different spreadsheets to APEX Capitals in a weekend. The yield calculations alone save my team 3 hours a week. The AI anomaly detection flagged a rent collection issue we'd missed for two months.”
James Thornton
Managing Director · Thornton Capital Partners
“The document management has transformed our compliance. We have 38 residential assets and keeping on top of EPC certificates, insurance renewals and gas safety records used to be a nightmare. APEX handles it all.”
Sarah Kaur
Portfolio Director · Milestone Property Holdings
“Our lenders now get a proper professional report instead of a mess of spreadsheets. The LTV and DSCR tracking is exactly what our bank wanted to see. We secured our refinancing at a better rate thanks to the data quality.”
Robert Hughes
Family Office Principal · Hughes Family Office
Simple, transparent pricing
Start free. Scale as you grow. No hidden fees.
Trial
Explore the platform with no commitment
Free
14 days- Up to 5 assets
- 2 user accounts
- Portfolio dashboard
- Basic financial analytics
- Document uploads
- Email support
Starter
For growing portfolios and small teams
49
/mo- Up to 25 assets
- 5 user accounts
- Full KPI suite (Yield, LTV, DSCR)
- Document management + alerts
- Xero / QuickBooks integration
- Interactive map views
- Priority email support
Professional
For serious investors and asset managers
149
/mo- Up to 100 assets
- 20 user accounts
- AI anomaly detection
- Natural language queries
- Open Banking integration
- Investor reporting suite
- Custom domain / white-label
- Cash flow forecasting
- Phone + priority support
Enterprise
For large funds and institutions
Custom
- Unlimited assets
- Unlimited users
- Dedicated account manager
- Full white-label + custom domain
- SLA guarantee
- SSO / SAML integration
- Custom integrations
- On-site onboarding
- 24/7 phone support
All plans include 14-day free trial · No credit card required · Cancel anytime
Start your free 14-day trial today
Join 500+ UK investment companies already managing their portfolios with APEX Capitals.