{"id":393315,"date":"2026-03-13T09:20:06","date_gmt":"2026-03-13T16:20:06","guid":{"rendered":"https:\/\/www.yardi.com\/?post_type=resource&#038;p=393315"},"modified":"2026-03-17T05:06:54","modified_gmt":"2026-03-17T12:06:54","slug":"simplify-investor-onboarding","status":"publish","type":"resource","link":"https:\/\/www.yardi.com\/en-gb\/resources\/simplify-investor-onboarding\/","title":{"rendered":"Simplify Investor Onboarding"},"content":{"rendered":"<p><!-- cmw-metaboxes-meta:\n{\n    \"entries\": [\n        {\n            \"id\": \"_cmw_resource_gate\",\n            \"data\": {\n                \"is_gated\": \"1\",\n                \"activation_date\": \"2026-03-13\",\n                \"gate_headline\": \"Simplify investor onboarding and beyond\",\n                \"gate_paragraph\": \"What's inside?\",\n                \"gate_rtf\": \"Advanced technology can simplify the investor onboarding by:rn\n\n<ul>rn t\n\n<li>Reducing back-and-forth inquiries with streamlined onboarding flows<\/li>\n\nrn t\n\n<li>Eliminating risks and costs associated with using multiple systems<\/li>\n\nrn t\n\n<li>Engaging investors with a simplified user experience<\/li>\n\nrn t\n\n<li>Securely digitising the capture of sensitive investor data<\/li>\n\nrn<\/ul>\n\n\",\n                \"hubspot_portal_id\": \"21543322\",\n                \"hubspot_form_id\": \"5169e50e-33b5-4c9d-9305-d3e4e2e2aa6b\",\n                \"gate_background\": \"#1A6160\"\n            }\n        },\n        {\n            \"id\": \"_cmw_resource_settings\",\n            \"data\": {\n                \"resource_type\": \"report\",\n                \"report_rendering\": \"custom\",\n                \"layout_cover_image\": {\n                    \"id\": 24182,\n                    \"site_id\": 27,\n                    \"url\": \"https:\/\/www.yardi.com\/wp-content\/uploads\/sites\/27\/2026\/03\/Simplify-Investor-Onboarding-and-beyond-Ebook-Resource-Image.png\",\n                    \"title\": \"Simplify-Investor-Onboarding-and-beyond-Ebook-Resource-Image.png\",\n                    \"mime_type\": \"image\/png\",\n                    \"thumbnail\": \"https:\/\/www.yardi.com\/wp-content\/uploads\/sites\/27\/2026\/03\/Simplify-Investor-Onboarding-and-beyond-Ebook-Resource-Image.png?w=150&h=150&crop=1\",\n                    \"filesize\": \"275 KB\",\n                    \"uploaded_at\": \"2026-03-13 16:17:49\",\n                    \"site_label\": \"Marketing Resources\",\n                    \"pdficon\": \"\",\n                    \"history\": [\n                        {\n                            \"id\": 24182,\n                            \"site_id\": 27,\n                            \"title\": \"Simplify-Investor-Onboarding-and-beyond-Ebook-Resource-Image.png\",\n                            \"mime_type\": \"image\/png\",\n                            \"url\": \"https:\/\/www.yardi.com\/wp-content\/uploads\/sites\/27\/2026\/03\/Simplify-Investor-Onboarding-and-beyond-Ebook-Resource-Image.png\",\n                            \"thumbnail\": \"https:\/\/www.yardi.com\/wp-content\/uploads\/sites\/27\/2026\/03\/Simplify-Investor-Onboarding-and-beyond-Ebook-Resource-Image.png?w=150&h=150&crop=1\",\n                            \"filesize\": \"275 KB\",\n                            \"uploaded_at\": \"2026-03-13 16:17:49\",\n                            \"pdficon\": \"\",\n                            \"site_label\": \"Marketing Resources\"\n                        }\n                    ]\n                },\n                \"resource_pdf_mirrored\": {\n                    \"id\": 24181,\n                    \"site_id\": 27,\n                    \"url\": \"https:\/\/www.yardi.com\/wp-content\/uploads\/sites\/27\/2026\/03\/Simplify-Investor-Onboarding-and-beyond-Ebook.pdf\",\n                    \"title\": \"Simplify-Investor-Onboarding-and-beyond-Ebook.pdf\",\n                    \"mime_type\": \"application\/pdf\",\n                    \"thumbnail\": \"\",\n                    \"filesize\": \"1,000 KB\",\n                    \"uploaded_at\": \"2026-03-13 16:17:34\",\n                    \"site_label\": \"Marketing Resources\",\n                    \"pdficon\": \"https:\/\/www.yardi.com\/wp-content\/uploads\/sites\/27\/cmw-pdf-previews\/pdf-preview-24181.png\",\n                    \"history\": [\n                        {\n                            \"id\": 24181,\n                            \"site_id\": 27,\n                            \"title\": \"Simplify-Investor-Onboarding-and-beyond-Ebook.pdf\",\n                            \"mime_type\": \"application\/pdf\",\n                            \"url\": \"https:\/\/www.yardi.com\/wp-content\/uploads\/sites\/27\/2026\/03\/Simplify-Investor-Onboarding-and-beyond-Ebook.pdf\",\n                            \"thumbnail\": \"\",\n                            \"filesize\": \"1,000 KB\",\n                            \"uploaded_at\": \"2026-03-13 16:17:34\",\n                            \"pdficon\": \"https:\/\/www.yardi.com\/wp-content\/uploads\/sites\/27\/cmw-pdf-previews\/pdf-preview-24181.png\",\n                            \"site_label\": \"Marketing Resources\"\n                        }\n                    ]\n                },\n                \"generated_thumbnail\": \"https:\/\/www.yardi.com\/wp-content\/uploads\/sites\/93\/cmw-thumbnails\/simplify-investor-onboarding_1773418827_e25073.jpg?set\"\n            }\n        },\n        {\n            \"id\": \"_autotrash_date\",\n            \"data\": \"2027-11-11\"\n        }\n    ]\n}\n--><br \/>\n<!-- cmw-metaboxes-revision:\n{\n    \"entries\": [\n        {\n            \"id\": \"ver\",\n            \"data\": 10\n        }\n    ]\n}\n--><br \/>\n<!-- cmw-post-meta: [] --><br \/>\n<!-- cmw-post-tags: [] --><br \/>\n<!-- cmw-post-connections: [\n    {\n        \"post_type\": \"market\",\n        \"post_title\": \"Investment Management\",\n        \"post_id\": 372976,\n        \"p2p_id\": \"5578\",\n        \"p2p_from\": \"393315\",\n        \"p2p_to\": \"372976\",\n        \"p2p_type\": \"resource\",\n        \"p2meta\": {\n            \"_order_from\": \"0\"\n        }\n    },\n    {\n        \"post_type\": \"suite\",\n        \"post_title\": \"Investment Suite\",\n        \"post_id\": 373099,\n        \"p2p_id\": \"5579\",\n        \"p2p_from\": \"393315\",\n        \"p2p_to\": \"373099\",\n        \"p2p_type\": \"resource\",\n        \"p2meta\": {\n            \"_order_from\": \"1\"\n        }\n    }\n] --><br \/>\n<!-- cmw-post-revision-version: {\n    \"ver\": 2\n} --><\/p>\n","protected":false},"template":"","meta":{"footnotes":""},"tags":[],"class_list":["post-393315","resource","type-resource","status-publish","hentry","resource_type-report"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.4 (Yoast SEO v24.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Simplify Investor Onboarding - Yardi<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.yardi.com\/en-gb\/resources\/simplify-investor-onboarding\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Simplify Investor Onboarding\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.yardi.com\/en-gb\/resources\/simplify-investor-onboarding\/\" \/>\n<meta property=\"og:site_name\" content=\"Yardi\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-17T12:06:54+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.yardi.com\/wp-content\/uploads\/sites\/93\/2025\/04\/Yardi.com_default_1200x1200.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"1200\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.yardi.com\/en-gb\/resources\/simplify-investor-onboarding\/\",\"url\":\"https:\/\/www.yardi.com\/en-gb\/resources\/simplify-investor-onboarding\/\",\"name\":\"Simplify Investor Onboarding - Yardi\",\"isPartOf\":{\"@id\":\"https:\/\/www.yardi.com\/#website\"},\"datePublished\":\"2026-03-13T16:20:06+00:00\",\"dateModified\":\"2026-03-17T12:06:54+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.yardi.com\/en-gb\/resources\/simplify-investor-onboarding\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.yardi.com\/en-gb\/resources\/simplify-investor-onboarding\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.yardi.com\/en-gb\/resources\/simplify-investor-onboarding\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.yardi.com\/en-gb\/homepage\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Resources\",\"item\":\"https:\/\/www.yardi.com\/en-gb\/resources\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Simplify Investor Onboarding\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.yardi.com\/#website\",\"url\":\"https:\/\/www.yardi.com\/\",\"name\":\"Yardi\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.yardi.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Simplify Investor Onboarding - Yardi","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.yardi.com\/en-gb\/resources\/simplify-investor-onboarding\/","og_locale":"en_GB","og_type":"article","og_title":"Simplify Investor Onboarding","og_url":"https:\/\/www.yardi.com\/en-gb\/resources\/simplify-investor-onboarding\/","og_site_name":"Yardi","article_modified_time":"2026-03-17T12:06:54+00:00","og_image":[{"width":1200,"height":1200,"url":"https:\/\/www.yardi.com\/wp-content\/uploads\/sites\/93\/2025\/04\/Yardi.com_default_1200x1200.png","type":"image\/png"}],"twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.yardi.com\/en-gb\/resources\/simplify-investor-onboarding\/","url":"https:\/\/www.yardi.com\/en-gb\/resources\/simplify-investor-onboarding\/","name":"Simplify Investor Onboarding - Yardi","isPartOf":{"@id":"https:\/\/www.yardi.com\/#website"},"datePublished":"2026-03-13T16:20:06+00:00","dateModified":"2026-03-17T12:06:54+00:00","breadcrumb":{"@id":"https:\/\/www.yardi.com\/en-gb\/resources\/simplify-investor-onboarding\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.yardi.com\/en-gb\/resources\/simplify-investor-onboarding\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.yardi.com\/en-gb\/resources\/simplify-investor-onboarding\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.yardi.com\/en-gb\/homepage\/"},{"@type":"ListItem","position":2,"name":"Resources","item":"https:\/\/www.yardi.com\/en-gb\/resources\/"},{"@type":"ListItem","position":3,"name":"Simplify Investor Onboarding"}]},{"@type":"WebSite","@id":"https:\/\/www.yardi.com\/#website","url":"https:\/\/www.yardi.com\/","name":"Yardi","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.yardi.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"}]}},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.yardi.com\/en-gb\/wp-json\/wp\/v2\/resource\/393315","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.yardi.com\/en-gb\/wp-json\/wp\/v2\/resource"}],"about":[{"href":"https:\/\/www.yardi.com\/en-gb\/wp-json\/wp\/v2\/types\/resource"}],"version-history":[{"count":9,"href":"https:\/\/www.yardi.com\/en-gb\/wp-json\/wp\/v2\/resource\/393315\/revisions"}],"predecessor-version":[{"id":394427,"href":"https:\/\/www.yardi.com\/en-gb\/wp-json\/wp\/v2\/resource\/393315\/revisions\/394427"}],"wp:attachment":[{"href":"https:\/\/www.yardi.com\/en-gb\/wp-json\/wp\/v2\/media?parent=393315"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.yardi.com\/en-gb\/wp-json\/wp\/v2\/tags?post=393315"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}