Front, Middle and Back Office

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Corey Campbell
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1 Investment Management Front, Middle and Back Office Selecting a Solution Thursday, August 15 th Rob Teel Senior Vice President, Global Solutions YARDI The Company Industry Commitment Privately held and solely focused on real estate Participate in over 100 industry organizations (e.g., NMHC, NAA, MFE, MITS) 30 years in business with continuous growth since inception Clients Over 3,000 Yardi Voyager clients Over 8 million multifamily units and 8 billion sq. ft. commercial managed with Yardi products 300 client using our Investment Management Solution Significant market share in each market we serve Focus on Service and Product Development Over 2,800 employees 800 developers and 125 QA specialists 875 implementation, training, and support services consultants 700 dedicated to Investment Management and Commercial Property Management 1

2 Global Offices and Data Centers West/Central US Santa Barbara Costa Mesa San Diego Colorado Springs Dallas (2) Austin Canada Vancouver Saskatoon Toronto Asia Pacific Dubai Pune Hong Kong Singapore Sydney Eastern US Boston New York Washington, DC Chicago Cleveland Raleigh Atlanta Jacksonville Europe London Amsterdam Düsseldorf Cluj Investment Management Product Roadmap Voyager Back Office Investment Accounting Performance Calculations Investor Reporting Asset and Fund Budgeting Asset and Fund Valuations Orion Mid Office Orion for SharePoint Orion Business Intelligence Advanced Budgeting and Forecasting Investor Plus Front Office Investor CRM Investor and Investment Dashboards Investor Café (Portal) Back Office Consolidations Contr/Dist Waterfalls Capital Calls Performance Statements Business Intelligence Investment Management Mid Office Front Office Portal Investor Dashboard Fully Integrated Property Management and Accounting Multifamily Yardi Solution Footprint Commercial Portfolio Risk Forecasting Reporting Opportunities International CRM Portals 2

3 Investment Management Investment Management Lifecycle Raise Capital Acquire Assets Operational Mgmt Fund Mgmt Measure/ Service Investors Capital Calls Commitments CRM Marketing Opportunities Valuations Approval Process Funding Deal Portal Document Sharing Asset Mgmt Accounting Budgeting Buy/Sell Assets Development Asset Valuations Asset Performance Multi-currency Share tracking Open-Ended Funds Inv Structures Accounting International Waterfalls Compliance Performance Forecasting Modeling Debt Analytics Debt Dashboard Risk Mgmt Return Analysis Benchmarking Attribution Investor Analytics Investor Portal Investor Statements On-line Analytics YARDI Voyager A Back Office Platform for Investment Accounting Investment Hierarchy and Ownership Rules Based Consolidations Capital Transactions Performance Calculations Investor Reporting 3

4 Voyager 7S YARDI Investor Plus A Front Office Platform for Investment Managers Opportunity Tracking Contact Management Workflows and Approvals Fund Raising Correspondence 4

5 Investor Plus Dashboards Highlight Current Positions Investor Fund Asset Holding Property Exposure by Allocation Attributes Down to Tenant YARDI Orion A Mid-Office Platform for Investment Managers Flexible Dashboard Creation Custom Reporting Voyager Analytics Tabular Data Model Risk Analysis 5

6 Orion BI Analyze portfolio health and risk YARDI Total Solution Stack A Single Solution for Front, Middle and Back? Single System, One Database Architecture Productivity Improvements Full Integration Drill from Investor to Fund to Portfolio to Property to Tenant Full risk analysis of investment stack Eliminate Data Transfer & Unnecessary Interfaces Automate Approval workflows Eliminate Data Duplication Images in one universally available location Vendors, Property, Accounts, Tenants in single location Full integration Eliminate Release Control & Qualification headaches Realize benefits of single fully integrated solution stack Productivity Advantage from Full Integration Price Advantage from economies of scale Competitive Advantage from rapid error free deployment 6

7 Copyright Notice Copyright Notice This document is protected by copyright, trademark and other intellectual property laws. Use of this document is subject to the terms and conditions of an authorized Yardi Systems, Inc. software license or other agreement including, but not limited to, restrictions on its use, copying, disclosure, distribution and decompilation. No part of this document may be disclosed or reproduced in any form by any means without the prior written authorization of Yardi Systems, Inc. This document contains proprietary information about software and service processes, algorithms, and data models which are confidential and constitute trade secrets. This document is intended solely for the specific purpose for which it was made available and not for any other purpose. 7

8 Smarter Solutions for Places That Matter Yardi Voyager for Office, Retail and Industrial SMART SMARTER Yardi Voyager plus Yardi Orion and the Yardi Commercial Suite TM YARDI Commercial Suite delivers a smarter approach to property management a single platform for the entire real estate lifecycle that enables managers to maximize NOI, drive asset value for the owner and provide the best customer service to tenants and their employees. YARDI Voyager TM End-to-end software enables smart, highly efficient management of the entire real estate lifecycle YARDI Orion TM for SharePoint Out-of-the-box business intelligence dashboards, document management and portals built for SharePoint integrated with Yardi Voyager YARDI Advanced Budgeting & Forecasting TM Make quick, highly accurate projections and forecasts to help maximize profitability across your entire portfolio YARDI Commercial CRM TM Shorten leasing lifecycles and deliver increased operational efficiency in work practices to drive revenue enhancement YARDI Procure to Pay TM Improve efficiency, cost savings and spend control by automating your entire procurement and payable process To learn more, call or visit

YARDI SYSTEMS. Full Business Solution for Real Estate Investment, Asset and Property Management

YARDI SYSTEMS. Full Business Solution for Real Estate Investment, Asset and Property Management YARDI SYSTEMS Full Business Solution for Real Estate Investment, Asset and Property Management Our goal is to continuously improve the quality of our service to clients and to enhance performance and we