Enter or upload component list. We can assist you with this process at no extra cost.
Step 3 : Create Funding Plans
Add starting balance, interest and inflation assumptions. Funding plans can now be calculated.
Step 4 : Generate Report
Generate reports and disclosures to distribute to members.
This online reserve study application has been developed with many more substantial features that you wont find anywhere else.
We simplify allow you to accomplish these critical objectives:
Improve budgeting and forecasting accuracy
Make better capital allocation decisions
Prevent underfunding reserves
Prevent or reduce “surprise” assessments
Gain clarity into your HOA’s or condo association’s true financial condition
Improve fiduciary service standards
Maintain consistancy when boards transition
Provide more control.
Run scenarios at your leisure, rather than the outside consultant’s
We combine the sophisticated financial analysis tools formerly available only to the consultants, and make them available to you, the board members of small-to-medium-sized HOAs saving your owner/members thousands of dollars in the process.