Investor Portal

Mobile Document Access for Investors

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Yardi Investor Portal makes important investment information including statements, tax documents, and capital call and distribution notices available via mobile devices. Strengthen your relationship with investors, enable investor self-service and enhance your brand with this user-friendly web portal.

Product Highlights

 

  • Publish Investor Statements

    Use Yardi’s ILPA standard investor statement template or create a unique version and automatically publish to Yardi Investor Portal at period end.

  • Post Capital and Distribution Notices

    Generate automated emails with links to Yardi Investor Portal for capital requests and distribution notices.


  • Store Tax and Withholding Information

    Investors can easily access key data or grant access to their consultants or tax preparer.