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Description

Doorvest provides an opportunity for individuals to discover, acquire, and own their first (or even their tenth!) rental property starting at just $35,000. From the very first day, you can generate consistent and reliable passive income. We recognize that the wealthy have long leveraged real estate as a means for building and maintaining their fortunes. In fact, a staggering 90% of millionaires attribute their financial success to real estate investments, even as homeownership rates hit record lows. Doorvest is dedicated to paving the way toward financial freedom for future generations. With an investment of as little as $35,000, you can own a home, create passive income, cultivate long-term wealth, and take advantage of tax benefits. Experience the perks of investing in a single-family rental property with Doorvest's comprehensive support throughout the entire process. Begin your journey to earning from day one with a tenant-occupied residence, ensuring a continuous income stream while enjoying various tax deductions for your rental expenses. This is more than an investment; it's a gateway to financial empowerment.

Description

As a wealth advisor, our platform allows you to treat each portfolio with the utmost care and attention, akin to managing it as your sole investment, offering a degree of personalization and tax optimization that was previously reserved for only the wealthiest clients. You can examine every account on a daily basis to identify potential tax management opportunities, such as tax-loss harvesting, deferring short to long-term gains, permanently deferring gains, and executing tax-sensitive transitions. Tailor each client's tax management strategies according to their individual tax rates while also establishing a tax budget that aligns with their financial goals. Furthermore, you can incorporate varying levels of customization at both the account and household levels regarding their targeted asset allocation. This includes adjusting allocation weights, product compositions, sector and security limitations, as well as implementing social responsibility criteria as per client requests. Embrace proactive tax management and social responsibility in your approach, ensuring that your strategies are not merely reactive. Our collaboration with you is focused on automating your workflows to seamlessly align with your practice and facilitate your ongoing growth in this dynamic market. By prioritizing these personalized services, you can enhance client satisfaction and strengthen long-term relationships.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$210 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Doorvest

Founded

2019

Country

United States

Website

doorvest.com

Vendor Details

Company Name

Smartleaf

Founded

1999

Country

United States

Website

www.smartleaf.com

Product Features

Rental Property Management

Credit Check No 
Expense Management No 
Online Payments No 
Owner Portal No 
Tax Management No 
Tenant Management No 
Tenant Portal No 
Tenant Screening No 
Vacancy Tracking No 
Website Management No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks Yes 
Client Management No 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management No 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management Yes 
Risk Management No 

Alternatives

Alternatives