Heritage estates — cathedral closes, historic estates, public realm portfolios, trust holdings — require consistent recording across many assets under unified stewardship. The platform's portfolio overview supports estate-wide planning grounded in asset-level evidence.
Portfolio overview
Estate-level dashboards aggregate condition, risk and outstanding interventions across the asset portfolio, supporting prioritisation and cyclical maintenance planning.
Inspection cycles
Cyclical inspections — quinquennial and otherwise — are tracked against the asset, with prior cycles preserved for trajectory comparison.
Stewardship reporting
Estate-level stewardship reports assemble from the underlying asset records, providing trustee- and board-ready summaries grounded in surveyed evidence.
Frequently asked
- Is this suitable for trusts, estates and local authorities?
- Yes. The portfolio model is designed for institutional stewardship of heritage assets at scale.
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