Development of a Mobile-First Investment Management Platform for Real Estate Firms

The client relies heavily on manual workflows involving spreadsheets, emails, PDF documents, and presentation tools to manage and share investment details. This approach results in slow operations, extended document distribution cycles, and a higher likelihood of human error, limiting scalability and investor satisfaction.

A mid-sized real estate investment firm seeking to digitize and streamline its investment management workflow, enhance investor transparency, and support scalable operations.

• Automate manual workflows to reduce processing times from hours to minutes.
• Eliminate human errors in repetitive investment management tasks.
• Enable handling of three times more transactions with existing team resources.
• Provide investors with real-time access to portfolio data, updates, and notifications to improve transparency and confidence.
• Create a scalable, mobile-first platform with integrated administration and content management capabilities.

• Portfolio Dashboard: Visual summaries of invested capital, returns, and yields.
• Investment Details: Access to all active and exited investments with detailed breakdowns, document viewing, and PDF access.
• New Investment Opportunities: Curated offerings with subscription options and real-time status updates.
• Newsfeed: Personalized updates on reports, distributions, and investment events.
• Push Notifications: Instant alerts for key events, driven by real-time messaging services.
• Account Management: Profile editing, document uploads, legal info, and support contact.
• Multiprofile Access: Seamless switching between multiple investor entities within a single account.
• Login & Password Recovery: Secure authentication with self-service password reset.
• Content Management: Admin tools for managing property info, news, media, and documents.
• Investment Event Creation: Realtime calculation and management of key investment events.
• Media & Document Publishing: Upload, organize, and share PDFs, images, and other media.
• Email Notifications: Customizable email communication via transactional email services.

• Firebase Cloud Messaging for notifications
• AWS SNS for push alerts
• SendGrid for email notifications
• Amazon Cognito for user authentication with 2FA (Google Authenticator)
• File storage services (AWS S3 or equivalent)
• Payment gateways, if needed, for investment transactions

• High scalability to support increasing transaction volume and user base
• Fast response times with optimized load times for web and mobile interfaces
• Data security with multi-factor authentication and secure data transmission
• Reliability with 99.9% uptime SLA
• Maintainability through a modular, well-documented architecture
• Localization support for international investors

The platform is expected to enable a fourfold increase in operational efficiency through automation of manual tasks, reduce human errors, and handle three times more investment transactions without additional staffing. Investor transparency and engagement will improve significantly, leading to increased investor confidence by an estimated 10-15%. Overall, the solution aims to position the client as a modern, scalable, and trusted leader in the real estate investment space.