Creating investor communications is difficult, especially in the private real estate investment industry.  You need to create investor books, property profiles, investor letters, and subscription agreements on a quarterly basis (at a minimum) for your hundreds of investors.  More than likely, these communications need to be built on-demand, on a moments notice, for critical investor meetings.  Additionally, your client service personnel find it difficult to provide top-level service because they can not access accurate investor information in a timely manner. 

Xinnovation has the expertise to meet such a challenge.  Our Private Real Estate Investor Accounting and Communications Platform automates all your investor communication needs, by tapping in directly to your investor, property, and payment databases, and also provides easy-to-use and permission-based accounting modules to manage all your investor accounting data.

Our Investor Accounting and Communications Platform will help you:

• Get More Investment From Existing Clients:  Improve your investor book to further build trust in the investment opportunity to up sell more investment to the existing investor.
• Receive New Referrals:  Happier existing investors means more future investors.
• Maintain an Accurate Investor Accounting Platform: Move all investor accounting data into system-based, compliance-approved platform to better track and report off investor information.
• Meet Client Expectations for Timely Communications:  Align with traditional financial services companies that have educated the market on timely communications.
• Deliver a Simpler and Faster Method to Produce Investor and Property Reviews:  Current method is too labor intensive and takes too long.

Investor Accounting and Communications Platform case study on how our software has redefined the way a private real estate investment firm does business.