Every owner's portfolio. One login. Zero commingling.
Each client keeps their own account; a management link connects it to you with their consent. You get the whole book of business in one account switcher.
Ten owners, ten spreadsheets, one Monday
A small management company usually ends up in one of three places. A spreadsheet per owner, retyped every month. A login per client and a drawer full of passwords. Or everyone's buildings in one account, which has to be pulled apart when a client leaves. Mr. Bienes keeps each owner's portfolio in the owner's own account, and connects it to yours with their consent.
The owner accepts your management link from their account and chooses which portfolio you manage. From then on it sits in your account switcher: pick a client and you're working inside their books (tenants, leases, payments, loans) without signing out and back in.
Because the data never leaves the owner's account, the relationship can end cleanly. Either side can end it, your access stops, and there's nothing to untangle.
How managing multiple portfolios works
- 1
Your company account
You manage from your own Mr. Bienes account on the Manager plan. Your company's own properties, if you have any, stay in it.
- 2
Each owner keeps an account
Every client signs up for their own account (the free plan is fine) and adds their properties, or you add them once you're connected.
- 3
Send a management link
From Portfolios, create a link for each client and send it to them yourself, however they prefer to hear from you.
- 4
The owner accepts
Signed in to their own account, the owner opens the link, picks the portfolio and accepts. It appears in your switcher right away.
- 5
Work inside, step back out
Switch into any client to record payments, update tenants and leases, or manage loans. Deleting their records stays with them, and either of you can end the link at any time.
The short version
Separate accounts by design
Client data, billing identity, and ultimate control stay with the owner: the boundary that protects both of you when the relationship changes.
Consent, not passwords
The owner accepts your management link from their own account and can end it at any time, so access is granted, traceable, and revocable.
Hop, don't juggle
Accepted portfolios appear in your account switcher, so you work inside any client's books without signing in and out.
No seat on their bill
Managing a client doesn't take a team seat on their account or require them to upgrade, though their own plan limits still apply.
Common questions
- Can I set up accounts for owners who'll never log in?
- No. Each owner signs up and accepts your link themselves, because consent is the point. Once you're connected, you can do the data entry for them.
- Can my staff work in client portfolios too?
- Not yet. Management access goes to your account's owner sign-in; a staff member would need their own invitation from each client's owner.
- Who owns the data if we part ways?
- The owner, always. Their records live in their account the whole time, so ending the arrangement removes your access and nothing else.
Take control of your portfolio today
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