--- description: Review of Yardi Investment Manager Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Yardi Investment Manager | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Real Estate CRM Software](/directory/338/real-estate-crm/software) > [Yardi Investment Manager](/software/263330/yardi-investment-manager) # Yardi Investment Manager Canonical: https://www.softwareadvice.ie/software/263330/yardi-investment-manager Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/263330/yardi-investment-manager?page=2) > Yardi Investment Manager is a complete platform for managing relations with current and prospective real estate investors, tracking capital transactions and 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. Investment Manager simplifies collaboration with investors through a branded portal, providing investors self-service access to key documents, reports and published investment metrics, as well as insights into new investment opportunities. Through the same portal, investors can complete their entire onboarding process by updating their profile and signing subscription agreements electronically. The solution maintains a comprehensive record of all activities and communication with investors, supporting investment managers in ensuring compliance. It can be used as a standalone platform and is the only investor portal that integrates with other Yardi solutions to provide full transparency from investor to asset operations. 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. 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. > > Verdict: Rated **4.0/5** by 9 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.0/5** | 9 Reviews | | Ease of Use | 3.9/5 | Based on overall reviews | | Customer Support | 4.4/5 | Based on overall reviews | | Value for Money | 4.0/5 | Based on overall reviews | | Features | 3.8/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Yardi Systems - **Location**: Santa Barbara, US - **Founded**: 1982 ## Commercial Context - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - API - Access Controls/Permissions - Accounting - Activity Dashboard - Activity Tracking - Alerts/Notifications - Audit Trail - Benchmarking - Client Management - Client Portal - Client/Property Matching - Contact Database - Contact Management - Customer Database - Customisable Reports - Customizable Fields - Data Import/Export - Document Management - Document Storage - Drag & Drop ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [Real Estate CRM Software](https://www.softwareadvice.ie/directory/338/real-estate-crm/software) ## Related Categories - [Real Estate CRM Software](https://www.softwareadvice.ie/directory/338/real-estate-crm/software) - [Investment Management Software](https://www.softwareadvice.ie/directory/4566/investment-management/software) - [Real Estate Transaction Management Software](https://www.softwareadvice.ie/directory/4262/real-estate-transaction-management/software) ## Alternatives 1. [Morningstar Direct](https://www.softwareadvice.ie/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews) 2. [Agora](https://www.softwareadvice.ie/software/367676/agora) — 4.5/5 (12 reviews) 3. [DealCheck](https://www.softwareadvice.ie/software/224233/dealcheck) — 4.8/5 (38 reviews) 4. [AppFolio Investment Manager](https://www.softwareadvice.ie/software/149983/appfolio-investment-management) — 4.7/5 (100 reviews) 5. [RealPage IMS](https://www.softwareadvice.ie/software/84974/investor-management-services) — 4.5/5 (79 reviews) ## Reviews ### "Yardi Investment Manager" — 4.0/5 > **Erik** | *31 August 2023* | Real Estate | Recommendation rating: 8.0/10 > > **Pros**: We use Yardi for property management and accounting, so it integrates seamlessly with those two systems. Reporting on our pipeline through the portal is very helpful and document storage and distribution works great. Managing commitments and investment transactions is pretty straight forward and easy to edit if needed. > > **Cons**: It's definitely not as good-looking and more clunky than some other investment management software. And customer support turnaround times can be days or weeks. ----- ### "Time Saver" — 5.0/5 > **Christie** | *11 September 2023* | Real Estate | Recommendation rating: 9.0/10 > > **Pros**: Once everything is set up, it greatly reduces the amount of work needed on a quarterly basis. Accruals and distributions are now calculated with Investment Manager and can be run in much less time. We were also able to automate the report that goes to our investors quarterly, saving days of work each quarter. > > **Cons**: The transfer function is clunky and not very intuitive to use. > > Overall, we've had a great experience with Investment Manager. I'm able to complete our quarterly reporting in 2-3 days by myself. Before Investment Manager, it would take 2-3 people 2 weeks to do. ----- ### "Realstar review" — 3.0/5 > **Atousa** | *22 May 2025* | Real Estate | Recommendation rating: 5.0/10 > > **Pros**: User interface not very difficult to navigate through the site customer service- available team when needed > > **Cons**: we were introduced to some of the functionality during the sales process which later we noted the challenges with them and prevented us from using them It will only be a site where we store documents and summary of investments but it will not replace or help with any of our reporting files ----- ### "IM Review" — 4.0/5 > **Kirk** | *30 August 2023* | Real Estate | Recommendation rating: 7.0/10 > > **Pros**: Customizable Features for setup and integration into property accounting information/software. > > **Cons**: There is always a lag with the data or upgrades. When we email out to investors, there is a hiccup and it takes a really long time to send out monthly correspondence for all 200+ emails. Seems that the testing done for the product is done thoroughly when upgrades or was initially rolled out. ----- ### "Great Tool for Investment Accounting and Reporting" — 5.0/5 > **Alex** | *11 December 2022* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: Flexibility to tailor reporting for different end consumers, flexible data ingestion from various sources. > > **Cons**: Sometimes it feels that too many individual module subscriptions are needed to complete a workflow. > > Very happy with Yardi overall. We have used Yardi for 9 years and are continuing to increase our usage. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/263330/yardi-investment-manager?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/263330/yardi-investment-manager) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data