CliftonLarsonAllen Selects Yardi Platform for Fund Investment Management


Yardi Investment Management will automate investment accounting and investor reporting

SANTA BARBARA, Calif., March 29, 2016 – Professional services firm CliftonLarsonAllen will provide real estate fund administration services for its private equity real estate clients using Yardi Investment Management™.

“Yardi Investment Management will replace general ledger and spreadsheet systems we used for our investment accounting. This new single-platform solution eliminates repetitive data entry, and it allows faster generation of investor statements and fund financial and performance reports to more clients,” said Marc Mallory, principal with CliftonLarsonAllen.

“CliftonLarsonAllen now has an investment management financial system with comprehensive business intelligence and reporting that will drive informed decision-making and maximize portfolio value for their clients,” said Terri Dowen, senior vice president of sales for Yardi®. “Its ability to automate investor reporting directly from the accounting data will ensure reliability and increase investor confidence.”

About CliftonLarsonAllen

CLA is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help enhance its clients’ enterprise value and assist them in growing and managing their related personal assets — all the way from startup to succession and beyond. CLA’s professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With more than 4,500 people, nearly 100 U.S. locations and a global affiliation, CLA brings a wide array of solutions to help clients in all markets, foreign and domestic. For more information, visit Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors LLC, an SEC-registered investment advisor.

About Yardi

Yardi® develops and supports industry-leading investment and property management software for all types and sizes of residential and commercial real estate companies. Established in 1984, Yardi is based in Santa Barbara, Calif., and serves clients worldwide. For more information, visit