| Asset Register |
| Components, history, documents, notes, map, timeline | Included | Included |
| Walk the property: photos, condition, notes, location | Included | Included |
| Saved walk lists | 1 | Unlimited |
| Voice notes | Recorded and filed | Transcription, comingComing |
| Watch list and “Plan as observed” | | Included |
| Drift from the study | The summary | Component by component |
| Imports, register and study | 3 a month | Unlimited |
| Plan and analysis |
| Funding plan, projection, per-unit, assumptions, every figure explained | Included | Included |
| Funding method | Pooled | Pooled, component, custom |
| Lenses: timing, significance, per unit, expenses, funding tiers | Included | Included |
| Lenses: risk, cost ranges, confidence, sensitivity, long view | | Included |
| Solve a contribution for one range of years | Included | Included |
| Solve several ranges at once, with caps | | Included |
| Scenarios and projects |
| Saved scenarios | 1 | Unlimited |
| Compare scenarios side by side | | Included |
| Price a project and put it to the board | 1 per scenario | Unlimited |
| Answers: questions, goal-seeking, alternatives, briefs | 5 questions to try | Included |
| Inbox |
| A forwarding address, quick entry, documents filed, and where they likely go | Included | Included |
| Spending sorted to components, GL import, invoice reading | | Included |
| What each email holds, matched by meaning, and Ideas suggested | | Included |
| Plan vs. Actual and the update packet | | Included |
| Reports and sharing |
| Board briefs and study PDFs | 3 of each a year | Unlimited |
| Budget disclosure, property book | | Included |
| Owner link, homeowner page, resale disclosure packs | Included | Included |
| Study-due reminders | One | By level, to every admin |
| Exports, audit trail, members | Always | Always |
| Recent Activity summaries | | Included |