REportfolio™ Real Estate Lease Administration Software

REportfolio™ is a complete software solution for the management and administration of multiple leased and owned properties. REportfolio™ allows your team to forecast occupancy costs, track and report payments and receivables, and be reminded of critical lease dates as they are approaching.

REportfolio Screens

The Wizard Software family of software products is based on three fundamental principles.
Our products are designed to be:

SIMPLE
Making you feel comfortable with your software is our #1 priority. We never underestimate the importance of simplicity and usability.

POWERFUL
Built for performance and productivity, with scalable reporting, tools and interfaces that reach out to your entire organization and integrate with enterprise applications.

FLEXIBLE
Our standard products have all the core features you need and can be easily custom-tailored to meet your current and changing requirements.

Product Features

LEASE AND SITE ADMINISTRATION FEATURES

Manage multiple leases, addenda, subleases, or owned sites per location

Enter International currencies and US dollars in our FX version

Manage usable and rentable areas in square feet and/or meters

Generate multi-year rent and expense forecasting

Generate schedule of monthly payments in printed reports or choose one of several file

export formats

Attach and manage an unlimited number of supporting documents (of any file type) to leases

See at a glance any upcoming lease key dates for clauses, reminders, or transactions. Easy

set-up for customized notifications of upcoming dates via periodic email or printed report

Easily include or leave out inactive leases into calculations and reports

Leases can be tracked as Active, Inactive or Planned

Transaction feature allows tracking of transaction details, events, notes log and reminders

Manage an unlimited number and types of lease terms/clauses

Manage an unlimited number of contacts for sites and/or individual leases

Easily enter and track information related to building, storage, parking, headcount, security deposit, leasehold improvements, floorplans, and furniture

Contract Management

Equipment Leasing

Retail Percentage Rent: Percentage of revenue rent calculations

Map Multiple Sites: With color coded map key for different location criteria

POWERFUL REPORTING

Straight Line Rent report

5 and 10 year or 12 month rent/expense forecast

Key Date report

Area Analysis Report for any found set of leases or sites

Monthly Rent Payments Report

Site Directory by Region / Site Name, Directory of Site Contacts

Bar Chart Reports for total annual lease $/SF, total lease $/month or year, lease RSF, site headcount, lease RSF/person, expiration dates

MATCHING INTERFACE FOR DIFFERENT USER TYPES

Password-configured read/write or read-only access in both service Service-Provider Interface (to manage multiple clients' portfolios) or a Single Client (End-user) Interface

Private-labeling available (It looks great so you look great to your clients)

INTEGRATES WITH EXISTING SYSTEMS

Can easily be integrated with financial systems and other applications

Integrate data with other software programs including JD Edwards, PeopleSoft, SAP, and virtually any G/L or A/P system. This may include data for monthly rent payments, property expenses, purchase orders, invoices or other data.   More »

Full Microsoft Active Directory™ integration for security and user management

BE PRODUCTIVE IMMEDIATELY

Our software and reports are easily and quickly customized to fit your exact processes. Many features and entry shortcuts are user-definable

Software Implementation Options

Client / Server
Software Application

Server-hosted
configurations from
1 - 100+ clients

View Software Admin Screens

 

Internet Browser-Based
Web Application

Full featured Web
application interface
with PDF-based reporting

Wizard Software Hosted Software Service (ASP)

Software service for a
monthly or annual fee.
No hardware necessary
on your part.

Try the Software

General Request a Demonstration of REportfolio™

Screen Shots

View Software Screens

Using REportfolio™

ViewTutorial & How-To Movies

ViewDownload Latest Currency Rates - REportfolio FX v.4 or earlier

ViewDownload Latest Currency Rates - REportfolio FX v.5 or later

More Information

PDF REportfolio™ Information Sheet in PDF Format

PDF Wizard Software Overview in PDF Format