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What is Yardi Investment Suite?

Yardi Investment Suite provides a fully integrated platform that significantly improves communication with both current and prospective investors. This solution enables users to manage new investment prospects, including the subscription process, while meticulously tracking activities, tasks, and communications to build and enhance relationships effectively. By consolidating contact management and monitoring engagement levels with investors, the system promotes better collaboration among internal teams by offering critical information access. Additionally, users can evaluate and approve key metrics, reports, and documents prior to their publication on the investor portal. Yardi Investment Accounting further simplifies the entire investment accounting process, performance analysis, and investor reporting cycle, resulting in lower costs and improved operational efficiency. When paired with the comprehensive operational accounting capabilities of Yardi Voyager and the investor relations tools of Yardi Investment Manager, Yardi Investment Accounting guarantees total transparency from the investor level all the way down to individual assets, thereby bolstering strategic decision-making abilities across the board. This cohesive approach not only streamlines processes but also cultivates stronger investor confidence and engagement.

What is Certent Disclosure Management?

Certent delivers a software solution aimed at improving the financial reporting processes for organizations of varying sizes. This web-based platform streamlines the entire reporting workflow, enhancing accuracy, compliance with regulations, and overall efficiency with each reporting cycle. By facilitating smooth integration with the Microsoft Office Suite and numerous other data sources, Certent makes data management and organization more straightforward. Users can conveniently access a broad range of disclosure research that covers areas such as legal matters, accounting practices, investor relations, and business development insights. Furthermore, the platform features a comprehensive library of accounting standards, rules, and regulations, which can be explored in full text. Users have the ability to fine-tune their searches across EDGAR, SEDAR, ASX, and HMRC by applying over 50 predefined criteria, including industry sector, exchange, auditing firm, and filing date, along with receiving instant email notifications when new filings are made available. This holistic approach not only conserves valuable time but also equips organizations with the information necessary to remain updated on essential regulatory shifts and filing obligations, ultimately fostering a proactive compliance culture.

Media

Media

Integrations Supported

Microsoft Excel
Microsoft Word
Payscore
PowerPoint
Reputation.com
SuiteSpot

Integrations Supported

Microsoft Excel
Microsoft Word
Payscore
PowerPoint
Reputation.com
SuiteSpot

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Yardi

Date Founded

1982

Company Location

United States

Company Website

www.yardi.com/products/yardi-investment-suite/

Company Facts

Organization Name

insightsoftware

Date Founded

2000

Company Location

United States

Company Website

insightsoftware.com/certent/

Categories and Features

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

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