Reserve Study Software for Reserve Specialists and Firms

One place for the whole study

Most reserve study practices run on a set of tools that do not talk to each other: a spreadsheet for the numbers, a document template for the report, a folder of photos and an inbox full of client comments. Every handoff between them is a chance for a figure to go stale.

ReservePath keeps the inventory, the inspection, the funding plan and the report in one record. Change a component's remaining life and the expenditure schedule, the projection, the percent funded and the report pages all change with it.

A workflow that matches how studies move

A study passes through 13 stages, from draft and data collection through inspection, analysis, internal review, client review, revision and approval, to completed and archived. Each stage says what needs doing and who acts next.

• Study types. Full studies, updates with a site visit and updates without one each follow the right path. A desk update skips the inspection stage.
• Checks before moving on. A study cannot go forward until the information that stage needs is filled in.
• Review and approval. Assign a reviewer, send the study to the client, and collect a signed approval online.
• A record of what was issued. The approved report is archived automatically with the study's history.

Field inspections on a phone

During the site visit, record each component's condition, remaining life, a best-case and worst-case cost and photos on a phone or tablet. Back at the desk, review the findings next to the study's figures and apply the ones you want. Read more about site inspections.

Your cost library, not ours

Experienced preparers trust their own numbers. ReservePath is built around that:

• Your component library. Save components with your own costs, lives and units, and reuse them on every property.
• Property templates. Start a garden-style condo or a mid-rise from a template you built, not a blank list.
• Cost modifiers and regional factors. Adjust for access, height or market without retyping costs.
• Study-wide cost adjustment. Apply one change across a study when prices move.
• Bids as a cost source. Attach a contractor bid to the component it prices, so the cost in the study has a source you can cite.

Getting data in is quick. Paste rows from Excel, import a CSV, or start from the free component inventory template.

Funding plans you can defend

Each study has its own inflation, interest and contribution settings and a 30-year projection with fully funded balance and percent funded for every year. Hold several scenarios on one study, including baseline, threshold and full funding, and mark the one you recommend. Read more about funding projections.

Updates without starting over

Repeat clients are the core of a reserve practice. When the next cycle arrives, roll the last study forward: components age, costs inflate, and you get a new study ready for this year's changes. You can also duplicate a study to test a different approach.

Report writing in less time

The PDF report is produced from the study data under your firm's branding, with charts, the component inventory, the funding plan, site photos and a signature page. The AI report writer drafts the narrative sections from the study's figures. You edit every word, and your data is not used to train AI models.

PDF reports and previews are unlimited on every paid plan. There are no per-report fees.

Built for a team, or for one

Give preparers, reviewers and inspectors their own roles and assign them to the associations they work on. An activity log records who changed what. Board members and viewers sign in free to review and approve.

The plan that fits

Independent preparers usually choose Cornerstone. Firms with several preparers, reviewers and inspectors usually choose Pinnacle. Both let you add associations beyond the included number for a flat monthly price each.

Compare every plan on the pricing page.

Your data stays yours

We do not sell your data, mine it for advertising or use your reserve study information to train AI models. You can export everything at any time, including after you cancel.