PropTech Advisory
Before You Build, Know What to Build
Perfect Your Platform. Extend its Intelligence.
500+
Implementations Guided
200+
Software Selections Led
40+
Failed Implementations Recovered
12+
Years Real Estate Focus
Problem Recognition
Signs You Need PropTech Advisory
If any of these situations sound familiar, you're not alone, and advisory can help.
Facing a Major Platform Decision
You’re evaluating Yardi vs MRI vs RealPage and vendor demos all look good. You need objective guidance from someone who’s implemented all of them.
Implementation Has Stalled
You’re 12 months in, significantly over budget, and the system still isn’t delivering what was promised. You need an honest assessment of what went wrong and how to recover.
Rapid Growth Outpacing Technology
Your portfolio has doubled but your technology hasn’t scaled. Month-end close takes longer, reporting is manual, and workarounds are everywhere.
Technology Sprawl
You have 15 different systems, none of them talk to each other, and you’re spending more on integration than the software itself.
M&A Activity
You’re acquiring properties or companies and need to understand what technology you’re inheriting and how to integrate it with your platform.
Lack of Internal Expertise
Your team is great at property management but lacks deep experience with Yardi, MRI, or Procore. You need specialists to fill the gap.
What We Do
Advisory Services
Strategic guidance that de-risks your technology decisions and accelerates time to value.
Software Selection Advisory
6–10 weeks • $25K–$75KVendor-neutral ERP evaluation and selection. We’ve implemented 50+ platforms and can tell you what actually works for your specific situation — not what vendors want to sell you.
- Requirements documentation
- Vendor landscape analysis
- RFP development & management
- Demo coordination & scoring
- TCO comparison
- Final recommendation with implementation roadmap
Technology Strategy & Roadmapping
4–6 weeks • $15K–$40K3–5 year technology roadmaps that align investments with business strategy. Stop making reactive technology decisions and start building toward a coherent future state.
- Current state assessment
- Future state vision
- Gap analysis
- Prioritized roadmap
- Investment plan with ROI projections
Digital Transformation Advisory
8–16 weeks • $50K–$150KEnd-to-end transformation strategy covering process redesign, technology selection, and change management. For organizations ready to fundamentally modernize operations.
- Process analysis & redesign
- Technology architecture
- Change management strategy
- Implementation program plan
- Business case with ROI
Implementation Recovery
2–4 weeks assessment • $10K–$25KHonest assessment of what went wrong and how to fix it. We’ve recovered 40+ stalled implementations — some were salvageable, some needed a fresh start.
- Root cause analysis
- Remediation vs restart recommendation
- Recovery roadmap
- Resource and timeline estimates
- Risk mitigation plan
Technology Due Diligence
2–4 weeks • $20K–$50KM&A technology assessment for acquisitions. Understand what you’re buying, what it will cost to integrate, and where the hidden risks are.
- Platform & license inventory
- Technical debt assessment
- Data quality review
- Integration complexity scoring
- Post-acquisition integration plan
Platform Health Assessment
2–3 weeks • $10K–$25KAre you getting the most from your current platform? We assess your Yardi, MRI, or Procore environment and identify optimization opportunities.
- Configuration review
- Module utilization analysis
- Performance assessment
- Optimization roadmap
- Training gap identification
Vendor-Neutral, Platform-Certified
We advise across platforms — but we’re certified in the ones that matter most
Yardi
ICN + Virtuoso CertifiedMRI Software
Gold Service PartnerProcore
Helix Beta PartnerUiPath
Fast Track Agent| Your Situation | Typically Better Fit | Why |
|---|---|---|
| Compliance-heavy (LIHTC, Section 8) | Yardi Voyager | Stronger affordable housing modules, more regulatory compliance built-in |
| Multi-asset-class portfolio | MRI Software | More flexibility across property types, better data model for complexity |
| High transaction volume residential | Yardi Voyager | RentCafe integration, proven scale for large unit counts |
| Complex commercial leases | MRI Software | More sophisticated lease abstraction and billing rules |
| Investment management focus | Either / Depends | Both have strong IM modules — depends on reporting requirements |
| Canadian operations | Yardi Voyager | Stronger Canadian presence, localized compliance |
How We Work
Typical Advisory Engagement
Discovery Call
30-minute conversation to understand your situation and determine if advisory is the right fit.
Scoping & Proposal
Defined scope, timeline, and investment for your specific needs.
Advisory Engagement
Structured work with regular checkpoints and clear deliverables.
Recommendation & Roadmap
Clear guidance you can act on with or without Assetsoft.
VP of Technology
$3B Diversified Real Estate Portfolio
FAQ
Frequently Asked Questions
Good strategy and leadership are two crucial factors to ensure your company meets its goals. Assetsoft knows how important both strategy and leadership are for your business. We provide optimized strategies for our clients, but we also offer the necessary leadership to carry every plan. A good strategy gets you to where you want to be, but leadership isn’t always part of a strategy.
Learn more about our approach to leadership and we effectively execute strategy to its full potential.
Staying updated on the technological industry and its evolution is about taking advantage of opportunities. Every company implements their own platform to keep track of their processes and resources. Every improvement for your software is a direct improvement for your company. Assetsoft offers expert advice to companies planning to implement new software into their companies.
Learn more about our approach to helping you make the most out of the best options in the industry.
Not many companies think about it, but working on too many projects is a common mistake. Running several projects at a time isn’t rare. However, prioritizing is vital if you want to accomplish all of them. Our experts have the necessary knowledge and experience to help prioritize, plan, execute and monitor projects that will deliver sustainable benefits to your organization.
Learn more on our approach to help you better enhance your project management techniques to better deliver business value.
