en.Wedoany.com Reported - CINC Systems has established an integration and partnership with HOA Invest, enabling reserve account information for community associations managed through the HOA Invest platform to be directly imported into the CINC system, providing management companies with a more complete view of off-balance-sheet reserves.
This integration aims to address a long-standing financial visibility challenge in community association management: off-balance-sheet reserve accounts held outside the management company's banking relationships. These non-partner accounts typically refer to reserve investment accounts held outside the management company's integrated banking partners, such as brokerage or custody accounts at broker-dealers like Merrill Lynch (ML), Morgan Stanley (MS), LPL Financial, or UBS (UBS), whose balances, transactions, and statements do not automatically appear in the management company's accounting platform.
Many associations hold reserves in these non-partner investment accounts, and managers and accounting teams often have to wait for monthly statements, collect updates from boards or advisors, log into separate portals, and manually enter balances into CINC. This process carries risks of delays and errors, and makes it difficult to submit board reports in a timely manner. With the launch of this integration, account balances, transactions, statements, and fixed-income reports for accounts managed through the HOA Invest platform (which supports these accounts via consulting affiliates and preferred institutional custody platforms such as Charles Schwab and Fidelity Institutional) can flow directly into CINC, enabling management companies to view reserve information more automatically and centrally, without disrupting the association's existing banking relationships. Investment holdings visibility is expected to be added in a future phase, including underlying holdings such as certificates of deposit and U.S. Treasury securities.
Ryan Davis, CEO of CINC Systems, stated that community association management is becoming increasingly complex, and financial visibility is a prominent manifestation of this complexity. The partnership with HOA Invest helps bring off-balance-sheet reserve visibility into the same integrated platform where management companies already manage accounting, banking, payments, operations, and board reporting. This partnership provides management companies with a way to reduce manual reconciliation efforts while enhancing transparency for boards and communities.
Jessica McConnell, Co-Founder and Managing Partner of HOA Invest, stated that this partnership offers management companies and boards a more modern way to manage reserve visibility. HOA Invest provides fiduciary guidance through its affiliates and tailors investment support; CINC provides an integrated accounting and operations platform. Together, they enable associations to manage reserves with greater transparency, efficiency, and confidence. HOA Invest has over 25 years of industry experience, including 16 years focused on HOA and association management.
CINC Systems is an AI-native platform for community association management, trusted by over 1,000 management companies serving more than 55,000 associations and over 6 million homes. Based on more than two decades of platform data, CINC processed over $25 billion in community payments in 2025. CINC is backed by Hg and Spectrum Equity. HOA Invest is a technology and referral platform and is not itself a registered investment advisor, broker-dealer, custodian, or bank.
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