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Property & WEG Management

Arthur

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Panel rating · 6 judges · How to read the stars

Category median

Sovereignty: 2 of 4 dimensions proven

0–5 in half steps. 5 means the rubric's top anchor is met on the evidence.

by Arthur Online · arthuronline.co.uk

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Read this page as one judge. Each weighs the same scores by what they care about.

The Portfolio Manager

Weighted verdict

Runs a firm managing several thousand units and lives on throughput. Wants statutory inspections scheduled with proof stored, defects that route to the right trade, multi-community reporting, and onboarding a new WEG that takes days rather than a quarter.

Same scores as the panel view — this lens weights them the way this judge cares.

Scored by The Portfolio Manager

Wirtschaftsplan, Jahresabrechnung & Rücklage

How this is scored

The statutory financial cycle: business plan, annual settlement in the form the law and the BGH require, distribution keys, and the separate handling of reserve funds held in trust for the community.

0 — General bookkeeping only; no Wirtschaftsplan, no Jahresabrechnung, no distribution keys, reserves treated as ordinary balances.

3 — Templates that help a human produce the documents, with distribution keys entered by hand and no separation of the Rücklage.

5 — Wirtschaftsplan and Jahresabrechnung generated from the ledger with configurable distribution keys (MEA, units, consumption), and reserves booked separately.

8 — Settlement in the post-2021 BGH form with the Abrechnungsspitze shown separately, Vermögensbericht produced, heating-cost apportionment per HeizkostenV integrated, owner-change apportionment mid-year handled, and Hausgeld arrears tracked with dunning.

10 — The whole financial year is discharged inside the system: multi-community bookkeeping with strict per-WEG separation, trust accounting for reserves with its own reporting, settlement documents an accountant would sign, and the arithmetic auditable back to individual postings.

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The Portfolio Manager

What the pages show is a dedicated financial console that posts into external cloud accounting, plus occupant and owner statements — general bookkeeping, not the statutory cycle. I found no public information on a Wirtschaftsplan, a Jahresabrechnung in the form the courts require, distribution keys, or any separate handling of the Rücklage, so there is nothing here I could put in front of a community's auditor. 1 3 6

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Eigentümerversammlung & Beschluss-Sammlung

How this is scored

Convening, running and recording the owners' meeting — including the resolution register the law requires the administrator to maintain, and the majority arithmetic that decides whether a resolution stands.

0 — No meeting support; invitations and minutes are written elsewhere and the Beschluss-Sammlung is a document somewhere.

3 — Invitation templates and a place to store minutes, but no agenda structure, no voting support and no maintained resolution register.

5 — Agenda-driven invitations respecting the notice period, attendance and proxy recording, voting with the common majority types, and a Beschluss-Sammlung kept as a numbered register.

8 — Quorum and majority computed per resolution type including MEA-weighted and qualified majorities, proxies and voting restrictions handled, minutes generated from the recorded votes, and the register maintained continuously with amendment and invalidation notes as § 24 (7) requires.

10 — The meeting is conducted in the system: hybrid or written circulation procedures supported with their own legal rules, contested resolutions flagged within the challenge period, the register complete and exportable as evidence, and every entry traceable to the meeting that produced it.

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The Portfolio Manager

Nothing in the captured pages touches an owners' meeting: I found no public information on invitations, agenda structure, voting support, majority arithmetic or a maintained Beschluss-Sammlung. Onboarding German communities onto this would mean the entire assembly process lives somewhere else, which is disqualifying for my book. 1 4

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Owner & tenant self-service

How this is scored

How an owner exercises their right to see the records, and how much routine correspondence the portal removes: statements, documents, meeting papers, defect reporting.

0 — No portal; every request is answered by email or post.

3 — A document download area with no per-owner scoping — everyone sees the same folder, or access is by emailed link.

5 — Per-owner login showing their own statements, documents and meeting papers, with a defect or request form that reaches the administrator.

8 — Owners and tenants scoped separately with correct visibility, meeting papers and voting available in the portal, defect reports with status visible to the reporter, and consumption or arrears shown per unit.

10 — The portal discharges the disclosure duty: every record an owner is entitled to see available on demand with an access log, tenant and owner views strictly separated, notifications for statutory deadlines, and enough self-service that routine correspondence largely disappears.

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The Portfolio Manager

There is a genuine owner app with a dashboard where the owner views and downloads their own statement, accepts or rejects a quote, and messages the manager — and occupant and owner have separate dedicated apps rather than one shared folder. I found no public information on document access beyond statements, on defect reports with visible status, or on per-unit arrears, and meeting papers and voting do not appear at all. 1 3 4

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Maintenance, defects & contractors

How this is scored

The building side: defect intake and tracking, recurring maintenance obligations, contractor assignment, and the evidence trail when something goes wrong.

0 — Defects arrive by phone and live in a notebook; no maintenance schedule.

3 — A ticket or note list per property, contractors contacted outside the system, no recurring maintenance calendar.

5 — Defect records per unit or property with status and photos, contractor assignment with a work order, and a recurring maintenance schedule with reminders.

8 — Warranty and Gewährleistung periods tracked against the responsible trade, statutory inspections (lift, heating, fire safety, drinking-water) scheduled with proof of completion stored, quotes and invoices linked to the defect, and cost allocated to the correct account.

10 — A defensible operating record: every obligation, inspection and defect with its evidence and dates, contractor performance visible, budget consumption against the Wirtschaftsplan tracked live, and a history that answers the question of what the administrator knew and when.

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The Portfolio Manager

Contractors have their own dedicated app, which is more than a phone and a notebook, but I found no public information on defect records with status and photos, work orders, or a recurring maintenance calendar. Nothing shows statutory inspections — lift, heating, fire safety, drinking water — scheduled with proof of completion stored, which is exactly what I would be audited on. 1

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Documents, retention & handover

How this is scored

The archive and the exit. A Verwalter's appointment is finite by law, and the records belong to the community — so handover is a statutory event, not a support ticket.

0 — Documents live on a shared drive; no retention rules, and handover means copying folders.

3 — Central document storage per property with folders and upload, but no versioning, no retention policy and no defined handover export.

5 — Structured document management per property and unit with search, retention periods stated, and a documented export of a community's records.

8 — Full-text search across the archive, version history, documents linked to the resolutions and settlements that reference them, and a complete handover package (ledger, register, documents, master data) in open formats.

10 — Handover is a first-class feature rather than an obstacle: a complete, structured export a successor administrator can actually load, retention executed per statutory period, an access log over the archive, and no commercial friction placed in the way of a community leaving.

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The Portfolio Manager

Records can be archived at property, unit or tenancy level and restored later, and the vendor states permanent deleting of properties, units and tenancies is not allowed — but I found no public information on structured document storage with search, versioning, retention periods, or any defined export package for a successor administrator. A departing community also keeps paying: fully archived dormant accounts carry a minimum spend for continued access, and a failed archiving job has to go through a support ticket. 2 5 6

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European sovereignty

How this is scored

Where the community's financial and personal records live, who the contracting entity is, and which subprocessors touch them. Independently sourced by the sovereignty pipeline; scored here as this buyer weighs it.

0 — Non-EU vendor and contracting entity, hosting unstated or non-EU, subprocessors unnamed.

3 — EU hosting offered as an option while the contracting entity is non-EU, or the subprocessor list is absent.

5 — EU hosting as standard and an EU contracting entity, but parts of the chain — document OCR, AI features, support tooling — are non-EU without an explained safeguard.

8 — German or EU hosting on named infrastructure, EU contracting entity, complete subprocessor list published, any non-EU processing named with its legal basis.

10 — Sovereign end to end and evidenced: vendor, entity, hosting and every subprocessor European, certification published, and an export that keeps the community compliant for the full retention period after the appointment ends.

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The Portfolio Manager

The contracting entity is Arthur Online Limited, registered in England, and the privacy policy states some or all data may be stored outside the EEA, including processing by a development team in India, with named third parties such as Xero, QuickBooks and Zapier in a truncated list. I found no public information on where the data is actually hosted or on the vendor's ownership beyond an Aareon copyright line — for German communities' trust records that is not a chain I could sign off. 1 2

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Pricing transparency not rated — the vendor publishes no price

How this is scored

Whether an administrator can compute the real annual cost for the units under management — including modules, per-community fees and setup — from public pages alone.

0 — No public prices at all; every quote is a sales conversation.

3 — A per-unit or per-community headline exists, but modules, minimum terms, setup or migration fees are unstated.

5 — Per-unit or per-community prices public with billing period stated, but at least one commonly needed piece (portal, accounting module, document storage) sits in an unpriced bundle.

8 — Every tier and module priced publicly with per-unit maths, minimum term, setup and migration costs and VAT treatment stated; only genuinely custom enterprise work lacks a number.

10 — Complete price computability: annual invoice derivable for a given number of units and communities including every module, with no per-seat surprises and any exit or export fee stated outright.

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The Portfolio Manager

No price figure appears anywhere in the captured pages; I found no public prices at all, only a reference to a standard package, a minimum spend for dormant accounts, and the rule that archived units are not charged. An administrator cannot compute an annual cost for any number of units or communities from this — it is a sales conversation before it is a budget line. 5

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European sovereignty — proven facts

2 of 4 dimensions proven

Built only from facts shown on the vendor's own pages. A dimension we could not prove is left open, not scored as zero.

Ownership Not determined — uncited Report an error
Data residency Not determined — uncited Report an error
Subprocessors US CLOUD Act reach ⚠ unverified 0/2 pts 2 Report an error

Where this could be wrong

What we left out

A claim that does not survive our checks costs us the claim, not the page. This is what was taken off this one.

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Sources (6)

The pages every claim on this page was read from — each one checked, dated, and kept verifiable.

  1. 1 Vendor page arthuronline.co.uk Checked 29 Sep 2026 Details →
  2. 2 Legal notice — found from the homepage www.arthuronline.co.uk Checked 30 Sep 2026 Details →
  3. 3 Owner & tenant self-service — found from sitemap support.arthuronline.co.uk Checked 1 Oct 2026 Details →
  4. 4 Owner & tenant self-service — found from sitemap support.arthuronline.co.uk Checked 1 Oct 2026 Details →
  5. 5 Documents, retention & handover — found from sitemap support.arthuronline.co.uk Checked 1 Oct 2026 Details →
  6. 6 Documents, retention & handover — found from sitemap support.arthuronline.co.uk Checked 1 Oct 2026 Details →