Tailored Solutions

Purpose-Built Solutions for Every Stakeholder

From real estate developers to international investment offices, 4invest delivers customized workflows that address your unique operational challenges.

Solutions by Role

Each solution addresses specific operational needs

For Real Estate Developers

The Challenge

Managing multiple projects with complex sales workflows, coordinating with agencies, handling client communications, and maintaining transparent financial tracking across all streams.

How 4invest Helps

  • Unified Sales Intranet for all projects and teams
  • Multi-project portfolio oversight and reporting
  • Automated approval workflows for offer management
  • Client Portal for investor transparency and communications
  • Integrated financial tracking and reconciliation
  • Real-time performance analytics across properties

For Sales Agencies & Brokers

The Challenge

Managing multiple client projects simultaneously, coordinating complex sales processes with developers, handling client inquiries across channels, and tracking sales performance.

How 4invest Helps

  • Multi-client project management dashboard
  • AI-powered lead capture and qualification
  • Omnichannel communication (chat, Meta, portal)
  • Structured sales process workflows
  • Real-time client and developer coordination
  • Commission tracking and sales analytics

For Investment Offices

The Challenge

Evaluating multiple projects, coordinating due diligence, managing investor communications, tracking portfolio performance, and maintaining compliance across jurisdictions.

How 4invest Helps

  • Portfolio dashboard with real-time performance metrics
  • Investor Portal for transparency and distributions
  • Automated approval workflows for deal review
  • Compliance and audit trail management
  • Financial reporting and reconciliation tools
  • Multi-portfolio and cross-border oversight

For International Organizations

The Challenge

Operating across multiple geographies with different regulations, managing regional teams independently, maintaining consistent standards while respecting local practices.

How 4invest Helps

  • Multi-region deployment with data residency compliance
  • Multi-currency and multi-language support
  • Regional team independence with global oversight
  • GDPR and local regulatory compliance
  • Centralized reporting across jurisdictions
  • White-label capabilities for regional branding

Implementation & Support

1

Discovery & Planning

We work with your team to understand your workflows, requirements, and business model. Custom configuration of 4invest to match your operations.

2

Rapid Onboarding

Pre-built modules and templates accelerate setup. Your team is productive in days, not months. Integration with existing systems as needed.

3

Ongoing Support

Dedicated customer success team, regular check-ins, and feature updates. Access to roadmap planning and early feature releases.

Capabilities Across Solutions

Workflow Automation

Structured processes with approval gates, automatic escalations, and role-based task assignment

Multi-Portal Architecture

Separate experiences for internal teams, clients, and partners with unified data layer

Real-Time Analytics

Dashboards, reports, and insights tailored to each stakeholder's needs

AI-Powered Insights

Conversation summaries, intent detection, priority scoring, and smart recommendations

Enterprise Security

SOC 2 compliance, role-based access, audit logs, and data isolation

Scalability

Modular architecture supports single projects to enterprise-wide deployments

Ready to Transform Your Operations?

Let's discuss which solution fits your organization's needs and how 4invest can accelerate your growth.