Wealth Manager Solutions

Automate Property Tax Appeals For High-Value Residential Portfolios

Deliver a proactive, portfolio-wide property tax check-in across 10,000+ homes with automated analysis, branded communications, and appeal-ready evidence packets.

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Portfolio Signal

A High-Value Touchpoint For Every Client

Every property gets a clear, client-ready update. If there is no potential savings, the message is simple: we checked and your assessment looks solid. If savings exist, the message is even stronger: we identified a reduction opportunity and already prepared the work to pursue it.

That proactive outreach builds trust at scale without adding manual work to your advisors.

Wealth manager and client in a premium office lounge with cappuccinos on the table.

Laptop showing a branded Apple Mail message about a $7,342 property tax refund.

Client Communications

Fully Automated, Fully Branded Outreach

AppealSeal plugs into your existing communication cadence with custom templates, timing rules, and advisor-level personalization. Every update feels like it came directly from your firm.

You can provide self-serve appeal guidance, offer white-glove service, or route clients directly to an advisor-managed workflow.

Appeal Execution

Evidence Packets Ready For Submission

For properties with savings, AppealSeal prepares the comps, valuation logic, and evidence draft. A junior team member can submit on behalf of clients, and if a hearing occurs, the representative only needs to present the prepared evidence.

The process stays consistent across every county and every property.

Stack of property tax appeal evidence papers with a ready to file note.

Flexible Pricing

Control How You Charge

Offer the service as a premium retention perk, charge a flat fee, or share in the savings. You define the commercial model.

Configurable Workflow

White-Glove Or Self-Serve

Let clients appeal on their own with guided documentation, or handle every step with your team and AppealSeal's support.

Portfolio Scale

Built For 10,000+ Homes

Bulk ingestion, parallel valuation, and automated client outreach keep large residential portfolios manageable.

Next Step

Ready To Offer Property Tax Optimization At Scale?

We'll map your portfolio workflow, comms cadence, and county coverage into a launch plan tailored to your firm.

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