Nalteo
Table Investments

Self-serve portfolios that cut the back-and-forth

Use caseClient Portal
IndustryFinance
Nalteo forReal Estate
Table Investments portal screenshot
Alyssa Dyer

Alyssa Dyer

Owner

To improve communication without doubling their workload, Alyssa created a Nalteo portal that allowed clients to login and monitor their portfolios' statuses and important activities.

Alyssa Dyer's team manages properties, work orders, and payments, through Nalteo. They can each see a personalize dashboard related to their tasks and work orders. Using Nalteo has decreased the workload of each agent through improved client communication.

"Now that we have streamlined our processes for managing our data in Nalteo, we now have less miscommunication with our clients"

Alyssa Dyer

Owner


How Table Investments uses Nalteo

Clients log in

Clients log in

New clients are invited into Table Investment's Nalteo app.New clients are invited into Table Investment's Nalteo app.

Clients monitor updates

Real estate clients can view their portfolio's status, projects associated with their portfolio, and weekly updates.

Clients monitor updates
Table Investments manage processes

Table Investments manage processes

Table Investments's team manage projects, investments, and team collaboration through their personalized dashboards on Nalteo.

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