For Advisory Firms
Brokers · advisors · family-office counsel
Help your client identify and quantify their needs. Use this information to give your client the best advice that meets the client's objectives.
Plinth Decision Framework
Decide with the client in the center.
You've used property underwriters before. Plinth looks at the whole portfolio and answers the questions that drive action.
Find the answer to questions that are important
Whole portfolio · not one deal in isolation
- How well does my portfolio meet my goals?
- What is my best property? What is my worst?
- What can I do to improve my overall portfolio?
- How is my wealth building over time?
- Does a prospective deal fit my goals — and improve the portfolio?
- Which of two candidates fits my goals best?
- Should I keep, sell, or refinance — based on my goals?
- If I free capital, where does it do more work?
How to use this application
- Enter the investments
- Enter details about the Investor including goals, stage of life, needs, and risk tolerance.
- Examine each investment and the overall portfolio to quantify fit.
For Principals
Owners · investors · decision-makers
Identify your goals in concrete terms and how your portfolio stacks up. Use this program as a decision tool.