Say goodbye to the days of "Portfolio_Strategy_Final_v26_Final.xlsx" financial models! This section will introduce you to cutting-edge tech tools that will make your work 10 times more efficient. Use it as an ongoing reference guide - we're constantly updating our tools to streamline our workflow.
Frequently Used Software, Resources and Websites
Here's a comprehensive list of platforms you'll use in your role. The 'Name/Guide' column shows each tool's name, with detailed guides linked where needed.
The 'Website Link' column contains direct links to these platforms. We recommend bookmarking them all since you'll use them frequently as essential resources for your work.
Name/Guide | Brief description | Website Link |
Your go to resource for emails, calendar organisation and cloud storage! | ||
The financial modelling tool that we use for all of our portfolio plans! | ||
Attio is our CRM tool where we track everything from our clients, to agreements and so much more. Please refer to the Attio: Strategy link in the overview! | ||
Our main internal messaging application for the team. | ||
Our amazing cash flow analyser tool! This is largely used for us to show what the estimated numbers look like when locking in client briefs. | ||
Virtual phone number to make calls and send messages to clients. | ||
The central hub for clients and us to communicate. Where we message clients, provide them with research and a clear workflow so they can follow their purchase journey. Many additional features on the way! | ||
Calendly | Your booking platform for clients to book sessions straight into your calendar. | |
Nordpass | Password manager | |
Portfolio Planning Script | The Portfolio Planning Scripts serve as guidance on how to structure your strategy sessions. | Checklist portfolio planning script - link |
Portfolio Review Script | The Portfolio Review Scripts serve as guidance on how to structure your review sessions. | Checklist portfolio planning script -
link |
Due Diligence Checklist | Our acquisition and due diligence checklist that is presented to clients to understand the rigorous process we go through when selecting properties. | |
Portfolio Strategy Calculator | Our Google Sheet we use to benchmark our clients savings and calculate their passive income goal! | |
IKIT Daily Reading Library | Your go-to spot for everything research!
Blogs - All our research blogs, must read.
Whitepapers - Our famous whitepapers, stay up to date on these!
InvestorKit Files - All the research documents public and private. Highly recommended to get across all of these and know our research inside out. | |
Online Scan Trackers | Where our online team record and complete due diligence checks on properties. | |
Great platform for property and market information. | ||
InvestorKit Podcast | Our amazing property podcast covering the latest in property trends, finance and research. Make sure you are subscribed and don’t miss an episode! | |
InvestorKit YouTube | Our YouTube page is another great resource to stay updated on with our latest public media releases. If you are a more visual person, watch the videos instead of the Podcasts! | |
Case Studies | Some great examples of where our clients have achieved success! | |
Xero & XeroMe | For all things pay and leave related! | |
Land Tax Quicklinks | Useful resource when investigating land tax rates for different states. | |
Land Tax Calculator | Land Tax Calculator by ClearTax | |
Where the acquisitions team conduct their due diligence checks and build the report to present the top 5% of properties for our clients. | ||
Real Estate Australia | I hope you already know this website! Largest portal for advertising property. Suburb profile also has some good data. | |
SQM Research | Another great resource when looking at market trends. | |
Some great local data for particular areas. | ||
Arcgis | Useful tool to find out which SA3 a suburb is in. |
This section will always be available as your reference guide. Whenever you need to find a resource, just come back here!