---
description: Learn how Yardi Investment Manager can help your business. We provide UK business users the most detailed information on pricing, features, usability, and reviews for Yardi Investment Manager.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Yardi Investment Manager Reviews, Prices & Ratings | GetApp UK 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/17/investment-portfolio-management/software) > [Yardi Investment Manager](/software/2048571/yardi-investment-manager)

# Yardi Investment Manager

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> Yardi Investment Manager is an all-in-one real estate solution for managing investor relations, automating the subscription agreement process and increasing visibility into investment and property metrics through a branded portal.
> 
> Verdict: Rated **4.0/5** by 9 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Key benefits of Yardi Investment Manager

Increase transparency and automate communications with your current and prospective investors through a branded portal. 

Manage the end-to-end investor onboarding process, from providing easy access to new investment opportunities to e-signing the subscription agreement documents. 

Provide investors self-service access to current and historical documents, published investment metrics, key performance indicators (KPIs) and individual property characteristics.    

Ensure full audit compliance by tracking all investor and document activities in one place. 

Integrate with Yardi Investment Accounting to leverage capital processing and waterfall distributions automation.  

For a complete accounts payable solution and to post all capital transactions to a single entity, integrate with Yardi Voyager or Breeze Premier. 

Automate the publishing of key reporting metrics directly from the underlying accounting information. 


Get your investment management platform and investor portal set up in a few weeks, based on your requirements.

## 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

- [Investment Management Software](https://www.getapp.co.uk/directory/17/investment-portfolio-management/software)

## Related Categories

- [Investment Management Software](https://www.getapp.co.uk/directory/17/investment-portfolio-management/software)
- [Real Estate CRM Software](https://www.getapp.co.uk/directory/767/real-estate-crm/software)
- [Real Estate Transaction Management Software](https://www.getapp.co.uk/directory/1143/real-estate-transaction-management/software)

## Alternatives

1. [Morningstar Direct](https://www.getapp.co.uk/software/2080459/morningstar-direct) — 4.1/5 (251 reviews)
2. [Agora](https://www.getapp.co.uk/software/2061609/agora) — 4.5/5 (12 reviews)
3. [Juniper Square](https://www.getapp.co.uk/software/111957/juniper-square) — 4.9/5 (61 reviews)
4. [AppFolio Investment Manager](https://www.getapp.co.uk/software/117232/appfolio-investment-management) — 4.7/5 (100 reviews)
5. [InvestNext](https://www.getapp.co.uk/software/2063397/investnext) — 4.8/5 (20 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.

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### "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.

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### "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

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### "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.

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### "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.

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## Links

- [View on GetApp](https://www.getapp.co.uk/software/2048571/yardi-investment-manager)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/real-estate-property-software/a/yardi-investment-manager/> |
| en-AE | <https://www.getapp.ae/software/2048571/yardi-investment-manager> |
| en-AU | <https://www.getapp.com.au/software/2048571/yardi-investment-manager> |
| en-CA | <https://www.getapp.ca/software/2048571/yardi-investment-manager> |
| en-GB | <https://www.getapp.co.uk/software/2048571/yardi-investment-manager> |
| en-IE | <https://www.getapp.ie/software/2048571/yardi-investment-manager> |
| en-NZ | <https://www.getapp.co.nz/software/2048571/yardi-investment-manager> |
| en-SG | <https://www.getapp.sg/software/2048571/yardi-investment-manager> |
| en-ZA | <https://www.getapp.za.com/software/2048571/yardi-investment-manager> |
| fr | <https://www.getapp.fr/software/2048571/yardi-investment-manager> |
| fr-BE | <https://fr.getapp.be/software/2048571/yardi-investment-manager> |
| fr-CA | <https://fr.getapp.ca/software/2048571/yardi-investment-manager> |

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