Investor Portal

Mobile Document Access for Investors

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.