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Yardi Investment Manager Logo

Increase investor confidence and team efficiency

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Table of Contents

Yardi Investment Manager - 2026 Pricing, Features, Reviews & Alternatives

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Yardi Investment Manager overview

What is Yardi Investment Manager?

Yardi Investment Manager is a comprehensive solution designed to manage relationships with current and potential real estate investors, monitor capital transactions and provide insights into investment metrics.

Based on 20+ years of experience in real estate investment management, the platform is dedicated to organizations of all types and sizes, from owner and fund managers to REITs and family offices.

The platform provides investors with self-service access to key documents, reports and published investment metrics, as well as insights into new investment opportunities. The branded portal offers investors a deal room like experience, allowing them to complete all the onboarding steps within the platform.

Yardi Investment Manager significantly increases efficiency through streamlined reporting, optimized investor communication and automated capital raising. With customizable features and easy-to-navigate interface, it delivers a comprehensive and user-friendly solution available from any device, any time.

You can use Yardi Investment Manager independently or connected with other Yardi solutions. As the only investor portal that integrates seamlessly with Yardi Voyager or Breeze Premier, eliminating disparate systems to provide insights into property metrics and built-in accounting. The option to connect to Yardi Investment Accounting solution enables additional features for capital processing and waterfall distribution calculations.

Quick and straightforward implementation and rollout, backed by our best-in-class support team, and focus on customer satisfaction remain at the forefront of our client relationships.

Key benefits of using Yardi Investment Manager

Increase transparency and automate communications with your current and prospective investors through a branded portal.

Manage the end-to-end investor onboarding process, from providing easy access to new investment opportunities to e-signing the subscription agreement documents.

Provide investors self-service access to current and historical documents, published investment metrics, key performance indicators (KPIs) and individual property characteristics.

Ensure full audit compliance by tracking all investor and document activities in one place.

Integrate with Yardi Investment Accounting to leverage capital processing and waterfall distributions automation.

For a complete accounts payable solution and to post all capital transactions to a single entity, integrate with Yardi Voyager or Breeze Premier.

Automate the publishing of key reporting metrics directly from the underlying accounting information.


Get your investment management platform and investor portal set up in a few weeks, based on your requirements.

Starting price

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Alternatives

Yardi Investment Manager’s user interface

Ease of use rating:

Yardi Investment Manager reviews

Overall rating

4.0

/5

9

Positive reviews

78

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.11/10
Rating distribution

5

4

3

2

1

2

5

2

0

0

Yardi Investment Manager's key features

Most critical features, based on insights from Yardi Investment Manager users:

Investments tracking
Client portal
Contact management
Data import/export
Document management
Fund management

All Yardi Investment Manager features

Features rating:

Activity dashboard
Client management
Document storage
Performance metrics
Access controls/permissions
Financial management
For investment advisors
Interaction tracking
Lead management
Mobile access
Order management
Pipeline management
Portfolio management
Real-Time data
Reminders
Reporting/Analytics
Segmentation
Task management
Template management
Visual analytics
Activity tracking
Alerts/Notifications
Audit trail
Benchmarking
Client/Property matching
Contact database
Customer database
Customizable fields
Customizable reports
Drag & drop
Electronic signature
Email marketing
Email templates
Email tracking
Fee management
Financial analysis

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Yardi Investment Manager integrations (2)

Yardi Investment Manager support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support

Yardi Investment Manager FAQs

Q. Who are the typical users of Yardi Investment Manager?

Yardi Investment Manager has the following typical customers:
Large Enterprises, Mid Size Business, Small Business


Q. What languages does Yardi Investment Manager support?

Yardi Investment Manager supports the following languages:
English


Q. Does Yardi Investment Manager offer an API?

No, Yardi Investment Manager does not have an API available.


Q. What level of support does Yardi Investment Manager offer?

Yardi Investment Manager offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support

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