Yardi Investment Suite Review

Yardi Investment Suite
Our score: 8.5 User satisfaction: 100%

What is Yardi Investment Suite?

Yardi Investment Suite is a powerful set of investment management solutions that work for both the front and back offices. It automates various steps in the real estate investment management process such as in investment accounting, performance monitoring and mensuration, and investor reporting rounds.

Yardi Investment Suite also provides real estate managers with tools they can utilize to reduce operational costs while boosting the overall efficiency of the business. On top of that, they can also minimize and mitigate risks with the solution as well as ensure the compliance of the company in all aspects.

Moreover, Yardi Investment Suite is equipped with a reporting capability for users to generate in-depth intelligence regarding the investment’s overall performance. This way, real estate investment managers can provide their clients a truly transparent reality.

Overview of Yardi Investment Suite Benefits

Enhanced Investor Value

With Yardi Investment Suite, real estate and fund managers, and accountants have a reliable comprehensive suite of solutions that provide tools for the automation of the real estate asset and investment lifecycle. These tools assist in driving up the investor value while ensuring that various processes in the lifecycle work routinely as programmed so companies can reduce their overhead costs.

Increased Investor Engagement

Yardi Investment Suite comes with a host of features that enable businesses to place all of their customer information in one centralized system. This allows users to relay important data directly to the computers or mobile devices of their clients and their consultants seamlessly through the cloud.

Moreover, the software suite is equipped with dashboards and ad-hoc report generation implements that enable users to instantly answer investor queries.

Investor Self-Service Gateway

Managers and accountants do not have to generate reports and email them and other documents to their clients all the time. Yardi Investment Suite affords investors the ability to access their own documents on the cloud through the self-service gateway. Through the portal, they can upload critical information such as tax and withholding data, open investor statements, and generate emails regarding post capital and distribution notices.

This portal lets clients control various aspects of their investment and makes them more involved in the process.

Always On the Cloud

Yardi Investment Suite is a cloud-based solution. Because of that, companies no longer need to maintain servers and their infrastructure, thus reducing their overhead. The software suite also supports growth in that it scales, therefore businesses are able to expand and realize their true potentials.

Furthermore, Yardi offers enhanced software uptime so data are accessible 99.99% of the time. This also helps employees boost their efficiency and lets them collaborate with each other seamlessly on the web platform.

Overview of Yardi Investment Suite Features

  • Automated Processes
  • Informed Risk Mitigation
  • Investor Reporting
  • Complex Structures Management
  • Performance Measurement
  • Ad-Hoc Reporting
  • Incentive Structures
  • Transparency
  • Business Intelligence
  • Built-In CRM
  • Investor Portal

Yardi Investment Suite Position In Our Categories

Knowing that companies have their own business demands, it is only wise they steer clear of settling on a one-size-fits-all, ”best” system. Still, it would be difficult to try to find such application even among recognizable software solutions. The logical step to do is to jot down the numerous major functions which need careful thought like critical features, budget, skill aptitude of staff, organizational size, etc. Then, you must double down on your product research systematically. Read some Yardi Investment Suite analyses and scrutinize the other solutions in your list more closely. Such comprehensive research ensures you weed out mismatched apps and buy the system that delivers all the benefits you require business requires.

Position of Yardi Investment Suite in our main categories:

TOP 50

Yardi Investment Suite is one of the top 50 Business Process Management Software products

If you are interested in Yardi Investment Suite it could also be sensible to analyze other subcategories of Business Process Management Software collected in our base of B2B software reviews.

Since each organization has unique business wants, it is prudent for them to refrain from looking for a one-size-fits-all ideal software system. Needless to say, it would be useless to try to find such a system even among popular software solutions. The smart thing to do would be to catalog the various essential aspects that need consideration such as key features, finances, skill levels of workers, company size etc. Then, you should do your research thoroughly. Read some Yardi Investment Suite Business Process Management Software reviews and check out each of the other systems in your shortlist in detail. Such comprehensive homework can ensure you weed out ill-fitting platforms and choose the solution that presents all the features you need for business success.

How Much Does Yardi Investment Suite Cost?

Yardi Investment Suite Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Yardi Investment Suite’s enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

User Satisfaction

Positive Social Media Mentions 16
Negative Social Media Mentions 0

We realize that when you make a decision to buy Business Process Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Yardi Investment Suite reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Yardi Investment Suite. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.


Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based


  • Cloud Hosted

Language Support

  • English
  • Dutch

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Yardi Investment Suite pricing details?

Yardi Investment Suite Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Yardi Investment Suite’s enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

What integrations are available for Yardi Investment Suite?

No information available.


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Reviewed By Jenny Chang
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