# Yardi Investment Manager Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Yardi Investment Manager Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/248341/Yardi-Investment-Manager --- # Yardi Investment Manager Software Review 2026: Features, Integrations, Pros & Cons Last updated on February 15, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Yardi Investment Manager ## What is Yardi Investment Manager? Yardi Investment Manager is a complete solution for managing relations with current and prospective real estate investors, tracking capital transactions and providing insights into investment metrics. Based on 20+ years of experience in real estate investment management, the platform is dedicated to organizations of all types and sizes, from owner and fund managers to REITs and family offices. Investment Manager simplifies collaboration with investors through a branded portal, providing investors self-service access to key documents, reports and published investment metrics, as well as insights into new investment opportunities. Through the same portal, investors can complete their entire onboarding process by updating their profile and signing subscription agreements electronically. It can be used as a standalone platform and is the only investor portal that integrates with other Yardi solutions to provide full transparency from investor to asset operations. ## What is Yardi Investment Manager used for? [Investment Management](https://www.capterra.com/investment-management-software/)[Real Estate CRM](https://www.capterra.com/real-estate-crm-software/)[Real Estate Transaction Management](https://www.capterra.com/real-estate-transaction-management-software/) Overall rating Based on 9 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Yardi Investment Manager alternatives Highest Rated [Juniper Square](https://www.capterra.com/p/171269/Juniper-Square/) [4.9 (61)](https://www.capterra.com/p/171269/Juniper-Square/reviews/) Starting price $18000.00 Per User, Per Month [Learn More](https://www.capterra.com/p/171269/Juniper-Square/) [4.7 (100)](https://www.capterra.com/p/186948/AppFolio-Investment-Management/reviews/) Starting price $650.00 Per User, Per Month [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) [Agora](https://www.capterra.com/p/247616/Agora/) [4.5 (12)](https://www.capterra.com/p/247616/Agora/reviews/) Starting price $749.00 Per User, Per Month [Learn More](https://www.capterra.com/p/247616/Agora/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Client Portal 4.2 (6) 50.00% of 6 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients Investments Tracking 4.2 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Monitor capital allocation and asset prices over time Data Import/Export 4.3 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Import and export data to and from software applications Activity Dashboard 3.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Client Management 4.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Contact Management 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Yardi Investment Manager 44 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases A record of all activities within the system, including user access, changes made, etc. Compare key metrics for the business against prominent players in the industry Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Match clients or tenants with suitable properties based on their specific requirements, preferences and budget Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information A collection of customer information such as contact details, demographics, previous interactions, etc. Customize data fields to support various needs and use cases Alter the layout and content of reports Import and export data to and from software applications Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Create and send email blasts/campaigns Pre-made examples and templates for emails Track delivered, received, and opened emails Track collected or paid charges for services performed or access granted Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Used by financial advisors and money managers Manage allocation and performance of financial assets Track interaction history by documenting conversations for contacts Monitor capital allocation and asset prices over time Store information about leads or contacts and track, manage and nurture them throughout the sales process Access software remotely via mobile devices Manage and track customer orders for goods, investments, or any other purchases A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Receive data and information in real time Timed notification for any upcoming task, deadline, appointment, or activity View and track pertinent metrics to find patterns and gain insights from data Group leads or contacts based on their specific characteristics Create, manage and track all task activities and progression Create, save, and re-purpose templates for emails, forms, etc. Interact with data visualization elements, such as charts and graphs, to drill down into data Get Advice We can help you find the software with the features you need. Features 3.8 (9) 3.8 Based on 9 reviews ## Pricing Value for money 4.0 (6) ### Starting price Free trial not available Value for money 4.0 (6) 4.0 Based on 6 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (8) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (8) 4.4 Based on 8 reviews ## User reviews Overall rating 4.0 Based on 9 reviews Filter by rating 5(2) 4(5) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent AR Atousa R. Finance Manager Real Estate ### "Realstar review" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 1.0 1.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 May 22, 2025 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 Alternatives considered [Allvue](https://www.capterra.com/p/122634/Allvue-Systems/) Reasons for choosing Yardi Investment Manager Cost was much more competitive features met our basic needs Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor June 11, 2025 Hi Atousa! Thank you for sharing your feedback. We're sorry to hear that some of the features didn’t work as expected. A member of our Account Management team will be reaching out to better understand the specific challenges you've encountered and explore how we can help improve your experience. Thank you again! Your feedback helps us continue to improve. CP Christie P. CFO Real Estate ### "Time Saver" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 September 11, 2023 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. 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. Alternatives considered [Juniper Square](https://www.capterra.com/p/171269/Juniper-Square/) Reasons for choosing Yardi Investment Manager Price, ease of use, connectivity with existing accounting data in Yardi Voyager. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ES Erik S. Accounting Manager Real Estate ### "Yardi Investment Manager" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 August 31, 2023 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. Switched from [Juniper Square](https://www.capterra.com/p/171269/Juniper-Square/) Cost savings and integration with other Yardi programs. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JB Joe B. Director Investment Management ### "Yardi Investment Manager" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 30, 2023 Pros 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. Cons The 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KE Kirk E. CFO Real Estate ### "IM Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 August 30, 2023 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. Reasons 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SL Sean L. Principle Business Analyst Financial Services ### "Investment Manager review" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 3, 2023 Pros 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. Cons There 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. Reasons 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AD Alex D. Managing Director Financial Services ### "Great Tool for Investment Accounting and Reporting" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 11, 2022 Very happy with Yardi overall. We have used Yardi for 9 years and are continuing to increase our usage. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RR Rebekah R. Yardi Systems Manager Real Estate ### "IM, So far so good!" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 17, 2022 Pros We are just in our implementation phase, but so far everything is user friendly and the interface is very intuitive. Cons Nothing so far. We haven't had a chance to explore much of it yet as we are still in implementation. Switched from [Juniper Square](https://www.capterra.com/p/171269/Juniper-Square/) To move towards the all in one solution. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TL Tanya L. Executive Director, Mortgage Operations Real Estate ### "Yardi Investment and Debt Manager" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 November 17, 2022 Pros 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. Cons A more intuitive user interface would be helpful to provide greater access to the system to various team members. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. 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