Consolidates portfolio, financial and ESG data for strategic decisions.
Developed in Germany · Hosted in the EU or on-premises
Delivered together with
Sovereign hosting in Germany, single-tenant from the first user.
Legal, tax and compliance expertise for legally sound deployment.
Advisory and implementation for the public sector, starting with the AI readiness assessment.
Asset data comes from the ERP, letting status from the CRM, consumption and emissions from the ESG system, and the financials from consolidation. Four departments export, and portfolio management stitches the pieces together and smooths out discrepancies so the totals add up. If the board asks about a single property in the meeting, the search starts all over again.
60% less preparation time means the questions in the meeting are about the portfolio, not about where the numbers came from.
The 60% reduction in preparation time is this agent's headline figure. The 740 properties in six sub-portfolios represent a mid-sized asset portfolio and are not a measured value.
The agent pulls the extracts from the ERP, CRM, ESG system, consolidation system and lease database and restates them as at the same reference date. Where two sources disagree, it flags the discrepancy instead of smoothing it over.
740 properties, 5 sources, reference date 30 September, 18 discrepancies flaggedThe agent condenses vacancy, rental income and emissions indicators per sub-portfolio and keeps the property level underneath. Every figure shows which system it came from.
6 sub-portfolios, vacancy per property stored in square metresThe agent compiles the management briefing with three scenarios and the list of open discrepancies. The pack then goes to the board four days before the meeting.
portfoliobriefing_q3.pdf, 12 pages, 3 scenarios, 18 open discrepanciesIt sets out the scenarios side by side, with their assumptions. The board takes the decision and minutes it.
It calculates with the approaches stored in portfolio management and names them in the briefing. Only the portfolio directors may change them.
A sales freeze on a sub-portfolio agreed in the previous quarter changes the scenarios significantly. The agent factors it in as soon as it is recorded as a status on the property in the ERP.
Connected systems
Operations
A pilot typically runs on your own data within 4 to 6 weeks. The agent connects to your existing systems rather than running as a separate, parallel environment.
EU cloud or private cloud. Processing is GDPR-compliant and models are never trained on your data. Details in the Trust Center.
It is based on experience from comparable projects and process benchmarks, not a commitment. We work out the realistic effect for your organisation during the assessment before the pilot.