Yardi Investment Manager Enhancements Go Live

Feedback from clients regularly becomes incorporated into new features that enhance the functionality of Yardi software solutions. For example, Yardi Investment Manager. This innovative solution is part of the Yardi Investment Suite and helps real estate investors track capital and manage new investment opportunities. In addition, it provides a branded investor portal for real estate investment management companies.

“Yardi is constantly innovating products and listening to the needs of the market and our clients. For instance, the recent enhancements to Investment Manager are an example of the partnership with our clients. We were able to adapt items on our roadmap to help provide the flexibility clients were seeking to present information to their investors,” says Chris Barbier, senior director of investment management for Yardi.

We focused on developing a richer, more interactive experience that gives investment managers more control to create the formats that they need. In addition, all our clients can benefit from these new features regardless of size or complexity.

Chris Barbier, Senior Director of Investment Management, Yardi

The new dynamic functionality in Yardi Investment Manager includes:

• A configurable landing page. This makes it easy for investors to access key reports, documents, company profiles and other in-depth information on their investments.
• A portfolio landing page with configurable metrics and investor interaction.
• Investment level landing pages configurable to the type of investment allowing flexibility in what information is presented to investors.
• Property-level information on investments drawn directly from Yardi Voyager. Only Yardi Investment Manager provides this level of connectivity to Yardi solutions. In addition, it increases efficiency, accuracy and eliminates the need to transfer and reconcile data with disparate point solutions.
• Consideration for investment advisors with easy access to multiple investors’ information and documents.

The new Investment Manager features let our clients instantly accommodate what their investors want to see.

Adam Vanni, Senior Portfolio Manager, Fairfield

“Information on any number of asset classes and/or investment types is available within a single connected system,” says Adam Vanni, senior portfolio manager with Fairfield. A San Diego-based residential property investment company.

Learn how Yardi Investment Manager reduces costs and increases efficiency for real estate investment managers and their clients.