Investment Manager

Improve investor relations

Investment Manager helps simplify collaboration, provide visibility into investment positions and enhance communications with a branded portal and CRM.

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Features

Provide self-service access for your investors

Give investors interactive access to published metrics – from the investment through to the asset – via interactive dashboards and downloadable documents and reports. Eliminate the repeated entry of investor profile information with a self-service portal.

Automate the subscription agreement process

Streamline onboarding and collaboration on new investment opportunities through fully digital subscription workflows. Track communications and activities for each opportunity in a deal room environment.

Ensure data connections

Eliminate data transfer, reconciliations and redundant data with the only solution connected to Yardi. Publish property metrics and documents directly from Yardi Voyager.

Resources

How Vistra Saves One Week per Quarter with Automated Reporting

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AREF x Yardi Webinar – The Role of Data & Technology in Real Estate Investment

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FAQ

What is an investor portal?

An investor portal is a secure online platform that allows investors to access and manage their real estate investments. It provides features such as portfolio tracking, document management and communication tools to streamline the investment process.

How does Yardi’s investor portal help with real estate capital raising?

Yardi Investment Manager facilitates real estate capital raising by providing a centralised platform for showcasing investment opportunities, managing investor communications, automating subscription steps and processing commitments. This helps streamline the fundraising process and enhances investor engagement.

What CRM features are integrated into Investment Manager?

Our investor portal includes CRM features such as contact management, automated communication workflows and investor relationship tracking. These tools help you maintain and strengthen relationships with your investors.

How secure is Investment Manager?

Security is a top priority for our investor portal. We use advanced encryption and secure login protocols to ensure that your investment data and personal information are protected.

Can Investment Manager be accessed on mobile devices?

Yes. Investment Manager is fully optimised for mobile devices, allowing you to manage your investments on the go. You can access all features and functionalities from your smartphone or tablet.

What types of reports can I generate and publish via Investor Manager?

Investment Manager allows you to generate various reports, including investment performance summaries, distribution reports and tax documents. These reports can be customised to meet your specific needs.

How can I track investment performance through Investment Manager?

Investment Manager provides real-time access to your investment performance data. You can view detailed metrics, historical performance and projected returns, helping you make informed investment decisions.

Can I communicate with our investor’s advisors?

Yes. The investor portal includes communication tools that allow you to connect with your investors and their approved advisors to share insights and collaborate on investment opportunities.