Manage Real Estate Investments Alongside Your Clients
Help clients navigate real estate transactions with full visibility into deal progress, financials, and milestones. Coordinate with agents, lenders, and attorneys from one platform.
Sound familiar?
These are the conversations we keep hearing from financial advisors when we ask what's actually slowing their deals down.
No visibility into client deals
Your clients are buying or selling properties, but you have no real-time insight into deal progress, timelines, or financial implications.
Disconnected from the deal team
The agent, lender, and attorney are all working on your client's deal — but you're not in the loop on key decisions that affect the financial picture.
Manual portfolio tracking
Tracking deal values, investment returns, and transaction costs across multiple client deals means spreadsheets and manual data entry.
Tax planning blind spots
Closing costs, depreciation, and capital gains decisions happen during the deal — but the financials are usually buried in documents you only see after closing.
How Pinnacle helps.
No new behaviors to learn. No tools to replace. Just the work you already do — finally in one place.
Transaction workspace per client deal
Get invited to your client's transaction workspace. See milestones, documents, and financial details alongside the rest of the deal team.
Financial dashboard across deals
Track deal values, closing costs, commission structures, and investment returns across all your client transactions in one analytics view.
Document access and sharing
Access closing documents, financial disclosures, and deal summaries. Upload financial analyses and share them with clients through the secure workspace.
Client-facing progress portal
Point clients to their transaction portal for real-time deal updates. Fewer status calls means more time for strategic financial planning.
Direct messaging with deal parties
Communicate with agents, lenders, and attorneys directly through the platform. All conversations stay tied to the relevant transaction.
Meeting scheduling for consultations
Clients book investment consultations directly from your profile. Set your availability and let the platform handle confirmations and reminders.
Every transaction
you actually do.
Pinnacle handles the full spectrum of real estate deals — from straightforward home purchases to complex commercial leases.
Stop emailing PDFs.
Start closing deals.
Start free — no card required. Free forever for buyers and sellers. No “talk to sales” wall.