Truth for Investors and Managers: Yardi Investment Manager

Key elements of investor relationships include making portfolio performance information available, maintaining communication and attracting new capital as opportunities arise. But what’s the best way to do all that? Some organisations rely on spreadsheets, which can be cumbersome and prone to errors. Others adopt disparate investment management data systems, which require multiple vendors and carry the risk of data compromise.

Fortunately, there’s another option. Many investment managers and their clients are finding that a reconciliation capable of managing all investment and client operations is a superior approach. The premier system in real estate investment markets around the world is Yardi Investment Manager. Part of the Yardi Investment Suite.

Investment Manager provides a single source of the truth, with investors having timely access to reports, tax documents, subscription agreements, portfolio data and more through a branded portal. This easy access lets investors take an active role in their investments rather than waiting for emails or reports.

Investment managers, for their part, use the system to automate the subscription agreement process. They can also monitor risk, perform capital transactions and communicate with investors.

“Yardi Investment Manager helps us have more meaningful conversations with our investors,” says Scott McGinness, CFO of Cohen Asset Management. A private equity real estate investment company based in Los Angeles.

“Our staff doesn’t have to spend time assembling information from disparate sources, then preparing and distributing it. They can direct their energies to more productive activities such as researching investment opportunities and strengthening client relationships.“

Scott McGinness, CFO, Cohen Asset Management

Enhance your Investment Management with Yardi

Yardi Investment Manager ensures MG Properties Group access to a wide range of essential information, including statements, capital calls, distribution notices and other relevant data. The platform is designed to be mobile-friendly. This means users can access the information on the go, making it easier for them to stay up-to-date, no matter where they are. With the investment management solution, MG Properties Group operates more efficiently while reducing the time and effort needed to access critical investment information.

See how Yardi Investment Manager can help investment managers attract and satisfy investors, increase efficiency and reduce costs.