Reserve Study Software for Management Companies

Track funding, consolidate reporting, and keep every plan current across your entire portfolio — built for reserve management companies ready to scale.

Built to Scale With Every Portfolio You Manage

Every property type comes with its own funding rules, timelines, and reporting formats. EZRS applies one methodology across all of them, so growing your portfolio doesn’t mean multiplying your process.

  • HOAs
  • Condo Associations
  • Vacation Clubs
  • Timeshares
Dashboard UI for property management with a green left navigation panel and summary cards for properties, reserves, portfolios, and team members.

Everything Your Portfolio Needs, In One System

Portfolio Manager

Bring every property you manage under one portfolio — same tracking, same reporting, zero guesswork.

Multi-User Team Accounts

Your whole team works from one live account — no version conflicts, no duplicate entry.

Role-Specific Views

Give your board members, property managers, and reserve specialists the view that matches their role.

Consolidated Portfolio Reporting

See reserve health, funding status, and upcoming replacements rolled up across your entire portfolio — no more waiting on a report to know where you stand.
Line chart with a rising trend and a green 'Compared' toggle; dollar and percent icons float beside it.

AI-Augmented. Professional-Led.

AI handles the repeatable work. You handle the irreplaceable.
Why It Matters

Why It Matters

  • Faster multi-decade forecasting across your entire portfolio
  • Less manual recalculation and rework, even at scale
  • Full professional control over every assumption

AI-Augmented Modeling

  • One consistent planning logic across every property and team you manage
  • Clear, explainable assumptions behind every forecast
  • Reports generated directly from your live, connected data
AI-Augmented Modeling
The modeling moves faster. Your team stays in control.
John Zanni; Chief Executive Officer & Founder

I've watched reserve management companies do incredible work with tools that weren't built for how they actually operate. EZRS is what happens when the software finally catches up.

John Zanni,

CEO & Co-Founder

FAQ

No. EZRS is reserve study software that supports the work of a qualified reserve professional. A credentialed reserve specialist’s judgment governs the analysis, and outputs should be reviewed by a qualified professional before use — EZRS does not guarantee compliance or financial outcomes.

You can join the EZRS beta this fall.

Yes. Role-specific views give your board members, property managers, and reserve specialists a view suited to their role, with full role-based access targeted for general availability.

No. EZRS is built to support the reserve specialists you already employ, handling repeatable data work so they can focus on judgment and analysis.

Yes. Portfolio Manager organizes every property you oversee under one account, with consistent tracking and reporting across all of them.

EZRS gives you one connected platform to plan, track, and report across every property in your portfolio — so your team isn’t reinventing the process each time.


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Ready to Bring Every Portfolio Together?

Join the EZRS beta and see what one connected system can do for your whole portfolio.