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Investor Portal

Deliver timely information through secure, self-service online portal

Impress investors by delivering key performance metrics, capital transaction activity and documents via a simple-to-use investor portal.


Simplify Reporting

Create and automatically publish period-end reports, investor statements, distribution notices and funding requests. Automated report publication lets your staff focus on value-add activities.

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Ensure Audit Compliance

Securely store investment documents and record when reports are sent and opened. Protect your organisation by creating your own permissions criteria.

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Automate Email Notifications

Generate automated emails with links to Yardi Investor Portal for viewing capital requests and distribution notices.

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Increase Brand Visibility

Brand the site using your logos and color schemes. Communicate brand information quickly and efficiently with customisable web portals.

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