Leveridge™ Information

Real estate is the largest asset most financial planning clients own. It's also the one thing financial planning software has never been built around. Advisors have tools for tax planning, investment management, and financial planning. For real estate, the state of the art is still a spreadsheet. Leveridge is the real estate planning platform for financial advisors. Upload a client's tax return. AI extracts every property's income, expenses, and depreciation. You get cash flow, equity, tax exposure, and strategy options for every property, side by side, in the language the rest of the plan already speaks. Hold, sell, or 1031 exchange. No real estate expertise required. Walk into every client meeting prepared for the real estate conversation.