Yardi’s Investment Management module helps you manage investor correspondence and complex financial relationships, and generate investor reports
Yardi’s Investment Management module equips you with the ability to manage investor correspondence, manage complex financial relationships, and generate investor reports, including capital roll forward reports, IRR reports, and unfunded equity reports, and much more. It tracks financial transactions in your hierarchy and maintains the General Ledger for each entity as well as separate subledgers for each investor. Here are some additional benefits of adding Yardi Investment Management:
Yardi Investment Management implementation necessitates setting up additional workflows that restrict the creation of entities or the allocation of income. Because you must associate workflows with specific entities, there are a few different approaches to setting up workflows.
You have the option to create broad or very granular workflows that involve a combination of restrictions on users based on entity and specific task. As with other modules, it is recommended that two distinct users have the ability to create and to post batches, and the ability to reverse batches is limited to a Controller.
Commitments/ownership records are tracked directly in the system. You can assign a percentage of ownership to each investor and add associated ownership dates.
IM Dashboard View gives a high-level summary of Investor/Investment activity, includes charts and linked reports.