What is joinbrisa.com?

Brisa β€” personal wealth OS that consolidates financial accounts, investments, loans, credit cards, and real estate into a single desktop platform.

Connect over 12,000 banks and brokerages for automated transaction imports or add cash and asset accounts manually.



Link mortgages to properties to view equity positions, payment schedules, and real-time home valuations.

Supports 13 currencies (USD, EUR, CAD, GBP, and more) for multi-currency portfolio management and cross-border tracking.

Provides account aggregation, net worth reporting, and real estate tracking for individuals managing investments, retirement, and property portfolios.

joinbrisa.com pricing

Full-access $80/mo or $800/yr

joinbrisa.com user reviews

Would you recommend joinbrisa.com?

joinbrisa.com's key features

  • Secure account connectivity with automatic transaction import
  • Manual addition of accounts (cash, investments, loans, credit cards, real estate)
  • Mortgage-to-property linking
  • Multi-currency support (13 currencies)
  • Real-time home valuation via Zestimate

joinbrisa.com use cases

  • Consolidate all your bank accounts, investments, loans, credit cards and real estate into a single desktop dashboard with Brisa to view real-time net worth reporting across multiple currencies and automatic transaction imports without juggling multiple logins
  • Monitor and optimize your real estate portfolio using Brisa’s real-time property valuations and mortgage equity tracker to spot refinancing opportunities, improve rental yields, and prioritize property investments
  • Run multi-currency portfolio analysis and cashflow forecasting in Brisa, generate tax-ready reports and downloadable statements for advisors or accountants, and track currency gains and overall investment performance

Who is it for?

  • Banking managers
  • Investment managers
  • Loan managers
  • Real estate managers
  • Currency managers

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