Investor relations rely on Yardi
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.
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.
You can use the Yardi ILPA standard investor statement template or create a custom version. Upload documents in bulk and auto-assign them to recipients. Detailed security settings allow access to consultants or tax preparers.
Ensure Audit Compliance
Securely store investment documents and record when reports are sent and opened. Protect your organization by creating your own permissions criteria.
Yardi Investor Portal includes reports that allow you to see when investors logged in, viewed or downloaded documents.
Automate Email Notifications
Generate automated emails with links to Yardi Investor Portal for viewing capital requests and distribution notices.
Customize notifications to the investor based on the document type. Increase investor confidence and client satisfaction with professional quality communications.