Apex Reserve Studio is the working environment for the modern reserve specialist — live financial models, side-by-side what-if scenarios, governance audit trails, and component-level project tracking, all in one place.
Built for reserve specialists serving HOAs and community associations across California · Engine validated to the dollar against published industry reserve-study benchmarks.
Every property opens to a single screen that tells you exactly where it stands — percent funded, fund-strength gauge, projected cash flow over thirty years, and the next reserve event on the calendar.
Compare up to five funding strategies side-by-side. Toggle inflation, interest assumptions, component cost shocks, RUL offsets, and special assessments — the engine recomputes the full thirty-year horizon as you type.
Import GL data directly from AppFolio, Vantaca, or any generic CSV. The reconciliations engine flags variance the moment it exceeds your thresholds, so surprises don't compound into year-end emergencies.
A color-coded grid maps reserve-fund strength across every plausible dues-per-unit and time horizon. Strong / Fair / Weak shading tells you where the edge is, so the board can vote with confidence.
Define recurring schedules (quarterly irrigation, semi-annual roof inspections, annual backflow certifications) and the system generates the tasks. Past-due alerts surface immediately on the dashboard so nothing slips.
Onboard contractors once and bid them on every project. The system tracks license expiration, COI carrier and renewal, bond amount, W-9 status, and reference verification — so an expired cert is impossible to miss.
Drop a pin on the satellite view for each reserve component — buildings, paving, irrigation, pool, hardscape, utilities. Click any pin to drill into the component detail. No more guessing which roof the bid covers.
Open the live demo — explore Cypress Ridge HOA, run a what-if scenario, review the governance feed. No setup required.
Open the demo →