Software Plans & Pricing

Boards, firms, and advisors all run on the same reserve study platform

I am a Board Member
(DIY / Self-Managed)
I am a Property Manager, Reserve Specialist, or Advisor
(Multi-Client / Enterprise)

Single Community

For self-managed associations and individual community boards running their own reserve study.

$30/month

Per community. Month-to-month, cancel anytime.

  • Full DIY 4-step reserve study workflow
  • Existing study conversion & setup included
  • Bulk component upload & disclosure-ready reports
  • Variable interest, inflation & assessment modeling
  • 30-minute onboarding session on request

Start your subscription →



Subscription Renewal & Cancellation: Subscriptions renew automatically month-to-month. If you purchase a Single Community subscription but use it for multiple communities, we will send you an invoice for the Multi-Client offering. We reserve the right to refuse registration or use of our services to any user, at our sole discretion.

FJ Strategic advantages by role.

The platform is organized around the people who use reserve study information: board members, property managers, reserve specialists, and financial advisors. Each role has specific modules to allow you to be effective.

Board Member DIY / Self-managed

Disclosure-ready outputs Build disclosure tables and report sections for reserve funding, assessments, components, annual expenditures, units, unfunded items, approved assessments, and state-specific reporting requirements.
Variable interest and inflation assumptions Model annual changes in interest, inflation, contributions, loans, and special assessments instead of relying on a single static assumption.
Unit/building type allocation Allocate reserve contributions by unit or building type using unit counts, average square footage, and optional percentage overrides.

Property Manager Portfolios / Firms

Role-based access Support different users and audiences, from board-only community views to manager, specialist, advisor, and team workflows.
Scenario and archive management Maintain multiple what-if scenarios, preserve prior study snapshots, and compare funding alternatives without losing the original baseline.

Reserve Specialist Production Tools

Master Component List and catalog management Maintain reusable component records with component IDs, useful life, remaining life, replacement costs, categories, units of measure, cost factors, and catalog data so teams can build studies faster and more consistently.
Funding strategy optimization Most reserve study tools stop at standard directed cash flow, minimum cash flow, component method, or rule-based solver approaches. FJ Strategic adds a differential evolution optimization layer for contribution paths, funding targets, contribution smoothness, overfunding caps, and special assessment rules.
AI-assisted field documentation Bulk upload property photos and use AI-assisted classification to connect images to reserve components faster.

Financial Advisor / CPA Capital Planning

Liquidity and holdings reports Generate review-ready exhibits for reserve contribution, special assessments, expenditures, interest earned, reserve debt/surplus, rolling two-year liquidity need, cash balance, total liquidity, and top holdings by type, account, maturity, or expiration year.
Advisor role and assignment controls Assign advisors to specific communities so outside advisors, CPAs, or capital planning reviewers can access the communities they support without exposing the full portfolio.
Capital planning risk review Review reserve liquidity, holdings, cash flow, debt/surplus, rolling two-year needs, and long-term funding risk so advisors can help boards understand whether the reserve strategy is financially sustainable.

Competitor descriptions are based on public website positioning. Feature availability, pricing, and implementation details may change.

Competitor Analysis.

We so strongly believe in the value of our product and service that we invite you to check out some of our competitors.

Feature FJ Strategic HomeRun IQ SmartProperty WinReserve ReservePath
Board Member (DIY / Self-managed)
4-step DIY workflow ✔ ✘ ✘ ✘ ✘
Import existing study ✔ ✘ ✘ ✘ ✘
Unit percentage allocation ✔ ✘ ✘ ✘ ✘
Role-based board access ✔ ✔ ✔ ✔ ✔
Generate required disclosures ✔ ✘ ✘ ✘ ✔
Property Manager (Portfolios / Firms)
Enterprise portfolio software ✔ ✘ ✔ ✘ ✔
Full-service preparation (Site inspections) ✔ ✘ ✘ ✘ ✘
Import/inject multiple formats ✔ ✘ ✘ ✘ ✘
Operating budget accounting sync ⏳ Soon ✘ ✔ ✘ ✘
Maintenance & work order tracking ✘ ✘ ✔ ✘ ✔
Alerts and document attachments ✘ ✘ ✔ ✘ ✔
Maintenance scheduling ✘ ✘ ✔ ✘ ✔
Reserve Specialist (Production Tools)
Master Component List ✔ ✘ ✘ ✘ ✔
Custom funding algorithm (Optimization)* ✔ ✘ ✘ ✘ ✘
AI-assisted photo classification ✔ ✘ ✘ ✘ ✘
Report editor / editable templates ✔ ✔ ✘ ✔ ✔
Copy and duplicate scenarios ✔ ✔ ✔ ✔ ✔
Asset ID tracking ✔ ✘ ✔ ✘ ✔
30-year cash-flow modeling ✔ ✔ ✔ ✔ ✔
Financial Advisor / CPA (Capital Planning and Advisor Role)
Liquidity and holdings dashboards ✔ ✘ ✘ ✘ ✘
Assigned advisor access by community ✔ ✘ ✘ ✘ ✘
5-7 year capital planning ✔ ✘ ✘ ✘ ✘
Fund allocation and component significance ✔ ✘ ✘ ✘ ✘
* Funding strategy optimization: Most reserve study tools stop at standard directed cash flow, minimum cash flow, component method, or rule-based solver approaches. FJ Strategic adds a differential evolution optimization layer for contribution paths, funding targets, contribution smoothness, overfunding caps, and special assessment rules.
† Regional availability: The Holdings & Liquidity module is available in all U.S. states except Texas, Florida, Arizona, and North Carolina, where we maintain an exclusive regional partnership. Contact us if your practice operates in one of these states.