Simplify Collaboration With Your Investors

Provide visibility into investment positions and enhance investor communications.

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Increase investor confidence and team efficiency

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Investor Portal 

Let your investors access what they need when they need it, increase transparency and track communications.

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Automate Capital Raising 

Send current and prospective investors information on new investment opportunities.

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Connected Solution

Eliminate reconciling and moving data to other platforms.

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Provide self-service access for your investors through a branded investor portal

  • Allow investors interactive access to published metrics investment through to the asset
  • Investors can view and download documents, reports and tax documents
  • Investor profile information can be updated with approvals and no re-entry of information
  • Collaborate with investors on new investment opportunities

Automate the subscription agreement process for new investment opportunities

  • Provide a deal room like experience with existing and prospective investors
  • Leverage known investor profile information for ease of document completion
  • Capture electronic signatures without the need for an external platform
  • Track all communications and activities for each opportunity
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The only solution on the market connected with Yardi

  • Send reports directly from Yardi to the portal without having to download and re-upload
  • Publish property metrics and documents directly from Yardi Voyager or Breeze Premier
  • Eliminate data transfer, reconciliations and data re-entry with a single source of the truth
  • Approved updates from self-service investor profile change all necessary system records

What clients are saying

"To be able to log in to Investment Manager for real-time access to quality data is priceless. We can see what trusts or entities a client has invested with, what actual investments those are in, and the returns they’re receiving has been incredible.”

- Scott McGinness, Principal and Chief Financial Officer, Cohen Asset Management

“Before Investment Manager, putting investor statements together used to take weeks once the financials were available from the accounting team. With Investment Manager automating processes for us, it takes about three or four days now.”

- Christie Parker, Chief Financial Officer, ROCO Management

“Our team members don’t have to involve themselves in making sure data gets transferred correctly. Our investors, internal accountants and fund managers don’t have to request data from us – they can easily get it online from Investment Manager without going through anybody.”

- Joe Biddle, Director, Information Technology

“It simplified our reporting process, improved investor communication and built stronger relationships.”

- Andrew Kranich, Director of Acquisitions, Skye Property Management

“Everybody is always looking at the same information rather than tracking different spreadsheets.”

- Richard Torcasio, Software Engineer, Uniland Development Company

"Yardi Debt Manager expands the scope of what our employees can do because they’re not locked into one system for one function. They can add more value for our customers."

- Alex Droste, Global Real Estate Platform Leader, Alter Domus

"Yardi Investment Accounting gives us full transparency and efficient data processing. It has changed how we approach our real estate operations."

- Alex Droste, Global Real Estate Platform Leader, Alter Domus

“Closing our books used to be stressful with lots of overtime. With Investment Accounting, our accountants can wrap things up in days versus weeks. It’s really improved the quality of our work as well as everybody’s quality of life.”

- Scott McGinness, Principal and Chief Financial Officer, Cohen Asset Management

“The company cut its quarterly distribution process from seven weeks to less than two weeks, saving hundreds of staff hours annually thanks to automated consolidation and distribution.”

- Joe Anfuso, Chief Financial Officer, MG Properties Group

“With Yardi® Investment Suite, we distribute over 1,200 quarterly NAV statements to our investors and improve the production time for capital statements, creating timesaving efficiency for our team.”

- Joe DiSalvo, SVP, Corporate Controller, RXR Realty

"Yardi's Investment Suite has revolutionized how we manage our real estate investments. It simplified our reporting process, improved investor communication and built stronger relationships. We can easily connect our back-end accounting to our front-end investor portal so our investors can always access real-time data. This has saved us tremendous time and effort and allowed us to focus on growing our business."

- Andrew Kranich, Director of Acquisitions, Skye Property Management

“The Investment Suite has helped our company operate as a virtually paperless operation, and that’s been great for us.”

- Joe Biddle, Director of Information Technology, ABR Capital Partners

“The Investment Suite enables seamless integration between accounting and investment management in our fund and corporate accounting operations.”

- Joe Biddle, Director of Information Technology, ABR Capital Partners

Yardi Investment Suite is trusted by

The Connected Investment Management Solution

Manage the entire real estate investment lifecycle from investor portal, complex investment and debt accounting to performance management.

FAQ

Get answers to your questions about Yardi Investment Suite.