Manage Your Portfolio in One Place

Designed for advisors, operators, and multi-unit leaders.

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Whether you support five businesses or fifty, Propel gives you the clarity and control to manage your entire portfolio from a single dashboard. Track progress, compare outcomes, and ensure every business stays aligned, accountable, and on track—without juggling spreadsheets or disconnected tools.

Portfolio-wide views and filters

Business-by-business metrics and goals

Centralized access to meetings, tasks, and roadmaps

Scalable infrastructure for advisors and firms

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Stay on top of every Business

 
 

Portfolio-Wide Views
and Filters

Quickly see performance across all businesses, or drill down into a single unit for detailed insight.

Metrics and Goals
by Business

Track KPIs, strategic initiatives, and progress for each business—ensuring alignment and accountability at every level.

Centralized Access to
Meetings, Tasks, and Strategy

Keep all the information, decisions, and action items connected—so nothing gets lost in translation.

 
 

Scale your portfolio with confidence

 
 

Scalable Infrastructure
for Advisors and Firms

From a handful of companies to hundreds, Propel grows with you, keeping portfolio management simple and efficient.

Cross-Business
Insights

Compare outcomes, identify trends, and see which strategies are driving results across the portfolio.

Real-Time
Visibility

Get live updates on every business—spot risks, celebrate wins, and make informed decisions faster.

 

Propel Your Business gives us one place to see every business in our portfolio—progress, priorities, and performance—all at a glance.

Chris Nordyke
Co-Owner & President, Floodlight
 
 

Ready to manage your portfolio
with confidence?

 

Propel gives you a single dashboard for every business, so you can track progress, outcomes, and performance—at scale.

Schedule a Demo