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Investor Portal

Deliver timely information through secure, self-service online portal

Impress investors by delivering key performance metrics, capital transaction activity and documents via a simple-to-use investor portal.

Simplify Reporting

Create and automatically publish period-end reports, investor statements, distribution notices and funding requests. Automated report publication lets your staff focus on value-add activities.

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Ensure Audit Compliance

Securely store investment documents and record when reports are sent and opened. Protect your organization by creating your own permissions criteria.

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Joe Anfuso

CFO

MG Properties Group

“We have eliminated the risk of incorrect data. Our investors receive their reports in Yardi Investor Portal and know the money will be in their account when they expect it.”


Automate Email Notifications

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

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Increase Brand Visibility

Brand the site using your logos and color schemes. Communicate brand information quickly and efficiently with customizable web portals.

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