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OWNERS
ACCESS YOUR OWNER PORTAL
At P&L Management, we believe that transparency, convenience, and personalized service are essential to the client experience. Through your secure Owner Portal, you can access real-time updates on your portfolio, review financial documents, and communicate directly with our management team — all from your desktop or mobile device.
MONTHLY STATEMENTS
Easily download your detailed monthly statements by visiting the Documents tab
within your portal.
DASHBOARD
Gain an at-a-glance overview of your portfolio balance, income for any selected date range, and all expenses incurred, directly from the Dashboard.
FINANCIAL REPORTS
Request customized reports
tailored to your needs and conveniently
access them through the Reports tab.
ACCOUNT LEDGER
Review a full history of all transactions related to helloyour portfolio through
the Ledger.
COMMUNICATIONS
Easily message the management team, receive updates, and manage your preferences through the Communications center.
BILLS AND INVOICES
Have a question about a bill? Our team can securely publish itemized bills and invoices directly to your portal for easy reference.
Monthly Statements
Easily download your detailed monthly statements by visiting the Documents tab within your portal.
Dashboard
Gain an at-a-glance overview of your portfolio balance, income for any selected date range, and
all expenses incurred, directly from the Dashboard.
Financial Reports
Request customized reports
tailored to your needs and conveniently access them
through the Reports tab.
Account Ledger
Review a full history of all transactions related to
your portfolio through
the Ledger.
Communications
Easily message the management team, receive updates, and manage your preferences through the
Communications center.
Bills and Invoices
Have a question about a bill? Our team can securely publish itemized bills and invoices directly to your portal for easy reference.
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