Unlock comprehensive energy performance insights
Give yourself the full picture of your homes' current energy performance, and what work is required to meet your targets.
Originally developed by Parity Projects, who joined Cotality in 2024, Portfolio is used by the landlords of over 2 million homes across the UK, in social and private housing sectors, to understand the need and opportunity for retrofit and clean heat measures.
We use the latest market data and millions of property data points to model options that meet your targets.
Whether you want to find the least cost route to Minimum Energy Efficiency Standards, develop grant-winning bids, or identify fuel poverty, HHSRS or climate risks, Portfolio can help.
Efficient use of time
With instant access to the energy and carbon performance of your stock, and how to improve it, you'll spend less time on admin and more time on action.
Reduce delivery cost
Understand the true cost of retrofit projects upfront with detailed market data, allowing you to optimise spending and avoid budget overruns.
Give funders confidence
Strengthen your finance proposals with data and scenario analysis trusted by Government and by commercial finance.
Efficient use of time
With instant access to the energy and carbon performance of your stock, and how to improve it, you'll spend less time on admin and more time on action.
Reduce delivery cost
Understand the true cost of retrofit projects upfront with detailed market data, allowing you to optimise spending and avoid budget overruns.
Give funders confidence
Strengthen your finance proposals with data and scenario analysis trusted by Government and by commercial finance.
Software and a service
Access dedicated support from experienced analysts to maximise your results. Connect with peers in our online forums to share insights and learn best practices.
A plan for every home
Our models help you make informed decisions whether you want to reduce energy bills, carbon emissions or health risks of the homes in your portfolio.
Combine data
Every home is unique. We'll collate and combine all your property data to give you the confidence you need to make decisions.
Flexible modelling
Our models use our RdSAP+ engine to give you more insight and the power to model against multiple metrics, including SAP, CO2 and fabric performance
Target funding
Identify homes most in need, list those eligible for funding, and model interventions to build fundable schemes.
Risk management
Keep your work programmes aligned with the help of our Climate Risk and Health Risk modules to assess the resilience and health of your homes
Combine data
Every home is unique. We'll collate and combine all your property data to give you the confidence you need to make decisions.
Flexible modelling
Our models use our RdSAP+ engine to give you more insight and the power to model against multiple metrics, including SAP, CO2 and fabric performance
Target funding
Identify homes most in need, list those eligible for funding, and model interventions to build fundable schemes.
Risk management
Keep your work programmes aligned with the help of our Climate Risk and Health Risk modules to assess the resilience and health of your homes
28%
homes in social housing below SAP Band C
17m
tonnes of carbon emissions emitted by social housing, each year
2.5m
number of homes under our analysis by UK landlords
FAQ
How does Portfolio give us the confidence to meet our demanding Net Zero and EPC targets?
We already have an asset management system. Why do we need Portfolio?
We have EPC data for our housing stock, why do we need Portfolio?
How does Portfolio help us manage climate transition risk and regulatory compliance, such as MEES?
Can we use Portfolio to secure grant funding, like Warm Homes or ECO funding?
I'm a small landlord, can Portfolio help me meet Minimum Energy Efficiency Standards?
How can we help you?
Let's get this conversation started! Our team is here to provide you with more information and answer any questions you may have.
