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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 Sensr Portal?

Offer your investors a sophisticated and modern view of their portfolios that enriches their overall experience. Allow them to track their investments, projections, and returns all from a single, user-friendly platform. They have the flexibility to dive deep into the details of individual investments whenever they wish. Keep your investors updated whether they are on the go or enjoying downtime at home. Our platform is specifically designed for real estate investment firms, ensuring it meets the distinct needs of your business. Take command of your processes and optimize your internal operations to increase efficiency and reduce errors. Centralize your contacts, entities, ownership information, distributions, and tax records in one easily accessible location for your entire team. With our powerful marketing automation features, Sensr Portal integrates smoothly with your existing marketing tools and website, streamlining the funding process. Create instant landing pages and collect crucial data on prospect interest and engagement, which will enable you to refine your outreach efforts effectively. By leveraging these innovative tools, your firm can greatly improve its operational productivity while delivering an outstanding experience for your investors, ultimately fostering stronger relationships and driving growth.

Media

Media

Integrations Supported

Payscore

Integrations Supported

ActiveCampaign
Agile CRM
Asana
Copper
Docusign
Google Contacts
Google Forms
Google Sheets
Highrise
HubSpot CRM
HubSpot Customer Platform
Jotform
Kommo
LionDesk
Microsoft Excel
Pipedrive
Podio
Salesforce
Zoho CRM

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Documentation Hub
Online 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

Sensr Portal

Date Founded

2015

Company Location

Canada

Company Website

www.sensrsolutions.com

Categories and Features

Categories and Features

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