Yardi Investment Manager
About Yardi Investment Manager
Yardi Investment Manager Pricing
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Most Helpful Reviews for Yardi Investment Manager
1 - 8 of 8 Reviews
Christie
Real Estate, 51-200 employees
Used monthly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed September 2023
Time Saver
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.
PROSOnce 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.
CONSThe transfer function is clunky and not very intuitive to use.
Reason for choosing Yardi Investment Manager
Price, ease of use, connectivity with existing accounting data in Yardi Voyager.
Erik
Real Estate, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed August 2023
Yardi Investment Manager
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.
CONSIt'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.
Reasons for switching to Yardi Investment Manager
Cost savings and integration with other Yardi programs.
Sean
Financial Services, 5,001-10,000 employees
Used weekly for more than 2 years
OVERALL RATING:
3
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed January 2023
Investment Manager review
This module allows significant visibility into the Investment data that is stored within Yardi. It allows quick and easy access to KPI that will help business decision makers make quicker, more effective decisions.
CONSThere is an issue we've run into with showing both Occupancy data along with Returns data, but that could be a function of our structures and where we store each bit of data. It would be helpful if we were able to utilize the Ownership Map table to show data at each level on a single widget.
Reason for choosing Yardi Investment Manager
We have a directive to eliminate technical debt, and since we use Voyager as our main application, we try to keep everything in a single stack.
Reasons for switching to Yardi Investment Manager
Custom application was built on technology that is no longer supported.
Kirk
Real Estate, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed August 2023
IM Review
Customizable Features for setup and integration into property accounting information/software.
CONSThere 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.
Reason for choosing Yardi Investment Manager
Prefer to have Yardi as 1 location for IM and property accounting so it is all in one place instead of multiple places.
Reasons for switching to Yardi Investment Manager
Able to manage investor subledgers along with regular property accounting.
Joe
Investment Management, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2023
Yardi Investment Manager
We have found Yardi Investment Manager to be a great tool because it integrates directly with our back office accounting systems for our fund accouting. It also has a consistent interface that's fairly easy to navigate.
CONSThe Fundraising feature is focused on individual property investments rather than pooled fundraising in a Fund with many investments. We don't use that feature for that reason
Tanya
Real Estate, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed November 2022
Yardi Investment and Debt Manager
The ability to have both Debt Manager and Investment Manager work in tandem to accurately record all of our transactional activity provides a seamless integration between our front line staff and back office Finance team. This has reduced redundancies, inconsistencies and duplication of data entry and provides much better control and governance.
CONSA more intuitive user interface would be helpful to provide greater access to the system to various team members.
Alex
Financial Services, 1,001-5,000 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2022
Great Tool for Investment Accounting and Reporting
Very happy with Yardi overall. We have used Yardi for 9 years and are continuing to increase our usage.
PROSFlexibility to tailor reporting for different end consumers, flexible data ingestion from various sources.
CONSSometimes it feels that too many individual module subscriptions are needed to complete a workflow.
Reasons for switching to Yardi Investment Manager
Single system model available with Yardi rather than individual systems based on different subject matter areas.
Rebekah
Real Estate, 201-500 employees
Used monthly for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2022
IM, So far so good!
We are just in our implementation phase, but so far everything is user friendly and the interface is very intuitive.
CONSNothing so far. We haven't had a chance to explore much of it yet as we are still in implementation.
Reasons for switching to Yardi Investment Manager
To move towards the all in one solution.