See your properties on a map

Wealthru can show your properties on a map, with a small map picture on each property page and a List or Map view on your properties list.

Availability

The map is on by default and there is nothing to set up. If you see no map, it has been turned off for your account (it is a setting called "portfolio map"), so ask a Wealthru admin to turn it back on.

Put a property on the map

When you add or edit a property, the address field has a map next to it.

• Pick an address from the suggestions, or type the full address, and the map moves to it.
• Or drag the map so the pin sits on the exact spot. The address updates to match.

Either way, the spot you choose is saved with the property, so it can appear on the map.

If you later change the street address by typing (without using the map), Wealthru clears the old pin so the saved location never disagrees with the address. Just re-pick or re-type the new address and the pin updates.

The map picture on a property

Once a property has a saved location, its page shows a small map picture in the header so you can see where it is at a glance. A property with no saved location shows a plain placeholder instead, so the page never jumps around.

The whole portfolio on one map

On your properties list, use the List or Map switch at the top.

• List is the usual table.
• Map plots every property that has a saved location as a pin you can click to open it. When several sit close together they group into one numbered bubble. Properties without a saved location are not shown on the map, and the page tells you how many that is so none go missing.

Property managers only see the properties assigned to them, on the map and in the list.

Notes

• This is a visual helper, not legal or tax advice.
• The map uses free OpenStreetMap tiles by default and needs no extra setup.