Built for professional
property investors
Every feature in APEX Capitals was designed specifically for UK investment holding companies. No bloat, no generic ERP functionality — just what you need.
Manage every asset in one place
A complete operational picture of your portfolio, from individual property performance to organisation-wide metrics.
Portfolio Dashboard
Real-time overview with net worth, revenue, occupancy and yield across your entire portfolio.
Asset Detail Pages
Deep-dive into any individual asset — financials, documents, history, tenants, and location in one view.
Asset Categories
Organise by type: Residential, Commercial, Businesses, Financial Assets, and Alternatives.
Smart Search
Instantly find any asset, document, or transaction across your portfolio with full-text search.
Portfolio Structuring
Reflect your company structure — hold assets under different entities with consolidated reporting.
Data Export
Export any report or dataset as CSV, Excel, or PDF for lenders, accountants, or investors.
Institutional-grade financial intelligence
Every KPI a professional investor needs, calculated automatically in real-time.
KPI Suite
Gross Yield, Net Yield, LTV, DSCR, IRR, Cash-on-Cash Return, Cap Rate — all calculated automatically.
P&L per Asset
Income and expenditure broken down per property, per period, with category-level detail.
Cash Flow Forecasting
Project 12, 24, or 60-month cash flows based on current rents, mortgages, and expense patterns.
Revenue Analytics
Analyse revenue trends, seasonal patterns, and per-sqft performance across your portfolio.
Scenario Modelling
Model the impact of rate changes, new acquisitions, or refurbishments on portfolio performance.
Historical Data
Track performance over time with full transaction and metric history from day one.
Never miss a compliance deadline again
Centralised document storage with intelligent expiry tracking across your entire portfolio.
Document Storage
Upload and organise all documents: leases, certificates, insurance, mortgages, and correspondence.
Expiry Alerts
Automatic notifications for approaching EPC certificate, gas safety, insurance, and lease renewals.
Compliance Tracker
Visual compliance status across your portfolio. Know which assets are compliant and which need action.
Document Search
Full-text search across all your documents. Find that tenancy agreement or mortgage statement instantly.
Secure Storage
AES-256 encrypted document storage in UK data centres. Role-based access control.
Bulk Management
Import existing document folders or bulk download for due diligence packs.
See your portfolio on the map
Location matters in property. Visualise, explore, and analyse your assets geographically.
Interactive Map
View every asset plotted on a fully interactive map with performance overlays.
Street View
Google Street View embedded directly in every asset page. No need to leave the platform.
Location Analytics
Understand geographic concentration, local market trends, and catchment performance.
Location Search
Find assets by postcode, area, or draw a search region on the map.
Heat Maps
Visualise yield performance, capital growth, and occupancy by geography.
Portfolio Clustering
Identify clusters of assets for operational efficiency and portfolio analysis.
Intelligence built into every workflow
AI that works in the background — surfacing insights, catching anomalies, and answering your questions.
Anomaly Detection
AI monitors your portfolio 24/7 and alerts you when revenue, costs, or occupancy deviate from expected patterns.
Natural Language Queries
Ask questions in plain English: 'Which assets had the highest net yield last quarter?' and get instant answers.
Predictive Cash Flow
Machine learning models trained on your data to forecast cash flow with greater accuracy over time.
Smart Alerts
Proactive notifications based on portfolio behaviour, not just static thresholds.
Automated Reporting
Schedule weekly or monthly portfolio reports to be generated and emailed automatically.
Custom Workflows
Enterprise: define custom automation workflows triggered by portfolio events.
Connect your financial ecosystem
APEX Capitals connects to the tools you already use, so your data flows automatically.
Xero Sync
Bi-directional sync with Xero. Transactions, invoices, and P&L flow automatically between systems.
QuickBooks
Connect QuickBooks Online for automatic financial data synchronisation and reconciliation.
Open Banking
Connect UK bank accounts via PSD2-compliant Open Banking for real-time transaction feeds.
Webhook API
Trigger external workflows based on portfolio events using standard webhooks.
REST API
Full REST API for Professional and Enterprise customers to build custom integrations.
Custom Connectors
Enterprise: bespoke integrations with your existing ERP, accounting, or property management software.
Bank-grade security for your portfolio data
Your financial data deserves the highest level of protection. We take security seriously.
AES-256 Encryption
All data encrypted at rest and in transit using AES-256 and TLS 1.3.
UK Data Centres
Your data never leaves the United Kingdom. Hosted in ISO 27001 certified UK data centres.
GDPR Compliant
Full GDPR compliance with Data Processing Agreements available for all business plans.
Role-Based Access
Granular permissions so team members only see what they need to.
Audit Logs
Complete audit trail of every action taken in your account — who did what, and when.
SSO / SAML
Enterprise: integrate with your existing identity provider (Okta, Azure AD, Google Workspace).
APEX vs Spreadsheets
Why asset managers are making the switch
✕Managing on Spreadsheets
- ✕Manual calculations with formula errors
- ✕Data scattered across files and emails
- ✕No real-time updates
- ✕Compliance deadlines missed
- ✕Unprofessional investor reporting
- ✕No collaboration or access control
- ✕Version control nightmare
- ✕No anomaly detection
✓With APEX Capitals
- Automatic KPI calculations — zero errors
- Every asset in one unified platform
- Real-time data sync from day one
- Proactive compliance alerts
- Professional one-click investor reports
- Role-based access for your entire team
- Single source of truth — always
- AI anomaly detection running 24/7
Start your free 14-day trial today
Join 500+ UK investment companies already managing their portfolios with APEX Capitals.