Understand portfolio health and respond quickly to investor inquiries

Simplify front-office tasks with a single mobile solution including functionality for investor relations, asset and portfolio management, deal managers and executives. InvestorPlus is an easy-to-deploy customer relationship management and business intelligence solution leveraging Microsoft Outlook.

Track All Activities

Automate all fund processes, from lead generation and proposal creation to issuing capital calls. Answer investor questions about funds and properties, respond to RFPs and track investment performance in real time. Centralizing all customer and contact information in Yardi Voyager gives you a single database in which to access valuable data on:

• Prospects
• Investors
• Consultants
• Activities
• Tasks
• Correspondence

Understand Portfolio Health

Get business intelligence that drives better-informed decisions. Dashboards and analytic reports provide portfolio-wide transparency and help your team quickly answer investor inquiries. InvestorPlus health check capabilities include:

• Performance reports at investor, fund and asset level
• Support for XIRR, cash-on-cash, NCREIF, time-weighted returns and user-configurable returns
• User-definable attributions for multiple scenario composite reporting
• Financial analysis and reporting
• Investor reporting and statements
• Segmented and intercompany accounting

Enhance Investor Confidence

Monitor the health of investment portfolios, funds and single assets against key performance indicators. With fund and asset information at your fingertips, you can increase your credibility with investors by quickly answering inquiries about asset allocation, performance, risk and exposure.

Operate More Efficiently

Equip your team with easy-to-use dashboards and analytic reports. InvestorPlus eliminates duplicate data entry by capturing contacts and correspondence step by step. A simple CRM workflow helps you launch a new fund or investment vehicle and match investment opportunities to the right investors. Quickly answer RFPs and consultant questionnaires with real-time data.