I Am...

A Wealth Management Advisor or Investment Advisor that innovates to win

Realyze helps you:

  • Deliver the One Stop Promise by adding real estate advice
  • Increase book size by encouraging sale of properties
  • Protect book size by illustrating the true and complete costs/risks of a real estate purchase
  • Get new clients with Real Estate Consultations
  • Generate more referrals
  • Sell more insurance
  • Retain existing clients
  • Improve client satisfaction
  • Provide Accountant Grade Analysis™ to tough questions

You are a professional advisor and are looking for ways to grow your business and help more clients. Realyze helps you to easily tackle the tough questions in real estate scenarios that virtually every one of your clients and prospects is asking. The more you address all aspects of your client's financial life, especially real estate, the longer they will stay with you and the more referrals they will bring.

Why would I refer a client to an outside accountant and risk losing them, when Realyze makes it this easy to address their real estate questions myself.

- Investment Advisor

Realyze was developed by Chartered Accountants to automate complicated real estate calculations and analyses. It is a web based tool that allows you to answer your client's questions in an easy 5 min consultation. It generates professionally designed Answer Documents™ that you can print, email or show your client onscreen. The Answer Documents™ can be customized with your company and personal contact information to help build your personal brand and get more clients.

Realyze features:

  • Accountant Grade Real Estate Analysis™ in 5 min instead of hiring an accountant
    • Principal Residences
    • Leisure & 2nd Home Properties
    • Investment Properties
  • Easy to use the very first time
  • Tackles the tough questions fast
    • "Is this a good investment?"
    • "Would I be better off if...?"
    • "How much tax will I pay?"
    • "How much should I expect to pay over the years for...?"
    • "How much money will I make if...?"
    • "What's the cashflow, ROI, capitalization rate, or cash-on-cash return?"
  • Realyze Live Data™ does all the fact finding for you - don't waste time researching tax rates, price histories, vacancy rates or municipal level statistics
  • Answer Documents™ impress your clients, promote your name, and can be shared easily
    • Email
    • Print
    • Onscreen in person
    • Onscreen over the phone
  • Ask about getting qualified leads with Realyze Answer Consultations™
  • Learn more - attend our Real Estate Analytics webinar

I used to answer real estate questions with a calculator and a pencil. Realyze is faster, way more accurate, and gives my client an impressive report with my name to show family and friends.

- Financial Planner

Realyze will take your professionalism and results to a new level. One new client will cover the cost.

Get Realyze Today

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