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Head-to-head · Property Investment Management Software

Yardi Investment Management vs Fundy

  • Updated Sep 2026
  • Both researched from official sources
  • 6 checks side by side
Higher score Yardi Investment Management #3 in Property Investment Management Software 7.7/10 Pricing on request ✓ 5 of 5 features Visit Yardi
Fundy #7 in Property Investment Management Software 6.8/10 Pricing on request ✓ 0 of 5 features Visit Fundy

Yardi Investment Management leads on 5 checks, Fundy on 0, and 1 is even. Who comes out ahead on the 6 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreYardi Investment Management · 7.7/10
  • Most featuresYardi Investment Management · 5 of 5

Yardi Investment Management scores higher on our rubric for property investment management software: 7.7 against 6.8 out of 10; our editors rank them #3 and #7.

Yardi Investment Management offers investor portal; Fundy doesn't publish it. Yardi Investment Management offers capital call management; Fundy doesn't publish it. Yardi Investment Management offers distribution processing; Fundy doesn't publish it. Yardi Investment Management offers fund accounting; Fundy doesn't publish it. Yardi Investment Management offers portfolio reporting; Fundy doesn't publish it.

Yardi Investment Management is the better fit for real estate managers handling investment and debt workflows. Fundy is the better fit for funds needing mature NAV and capital-account workflows.

  • Yardi Investment Management fits best

    Real estate managers handling investment and debt workflows

  • Fundy fits best

    Funds needing mature NAV and capital-account workflows

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.

Side by side

Feature Yardi Investment Management 7.7/10 Visit ↗ Fundy 6.8/10 Visit ↗
At a glance
Editor score 7.7 6.8
Ranking #3 in Property Investment Management Software #7 in Property Investment Management Software
Best for Real estate managers handling investment and debt workflows Funds needing mature NAV and capital-account workflows
Pricing model Paid Paid
Starting price Not published Not published
Free plan — —
Free trial — —
Deployment Cloud Cloud, Browser extension
Platforms Web Web
Integrations 2 integrations 5 integrations
Built for Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Yardi Investment Management 5/5 · Fundy 0/5
Investor portal ✓ (best) Not published
Capital call management ✓ (best) Not published
Distribution processing ✓ (best) Not published
Fund accounting ✓ (best) Not published
Portfolio reporting ✓ (best) Not published
Specs
Listed integrations Not published Not published
Our review
Pros
  • Combines investor CRM, fundraising, electronic signatures and a branded portal.
  • Supports complex ownership accounting, capital calls, distributions and waterfalls.
  • Connects portfolio analytics and debt workflows with acquisition processes.
  • Calculates NAV, profit distributions, fees, equalization and redemptions
  • Tracks commitments, investor payments, notices and fund documents
  • Includes audit trails, role-based access, SSO and approval workflows
Cons
  • Pricing is quote-based and depends on selected modules and business needs.
  • The listed platform is web only.
  • Named integrations are limited to Yardi Voyager and Microsoft Outlook.
  • Pricing is customized by feature set and user seats
  • Available as a web platform, with no other platform listed
  • Integrations focus on banking, accounting and custom API connections
Our verdict

Yardi Investment Management supports real-estate investment workflows for owner-managers, fund managers, private-equity and debt firms, institutions, administrators, REITs, banks, insurers and family offices. Offered within the Yardi…

Read the review →

Fundy is a browser-based fund administration platform from Exquance Software Oy for real estate and private equity fund managers. Its scope covers investor and fund data, commitments, transactions, capital calls, distributions, fees, NAV…

Read the review →
  1. Yardi Investment ManagementProperty Investment Management Software 7.7Pricing on request
  2. FundyProperty Investment Management Software 6.8Pricing on request

Strengths and trade-offs

  • Yardi Investment Management — where it wins

    • Combines investor CRM, fundraising, electronic signatures and a branded portal.
    • Supports complex ownership accounting, capital calls, distributions and waterfalls.
    • Connects portfolio analytics and debt workflows with acquisition processes.

    Where it doesn't

    • Pricing is quote-based and depends on selected modules and business needs.
    • The listed platform is web only.
    • Named integrations are limited to Yardi Voyager and Microsoft Outlook.
  • Fundy — where it wins

    • Calculates NAV, profit distributions, fees, equalization and redemptions
    • Tracks commitments, investor payments, notices and fund documents
    • Includes audit trails, role-based access, SSO and approval workflows

    Where it doesn't

    • Pricing is customized by feature set and user seats
    • Available as a web platform, with no other platform listed
    • Integrations focus on banking, accounting and custom API connections
  • Yardi Investment Management7.7/10 · Pricing on request

    A broad investment-management suite spanning investor relations, accounting, debt and portfolio workflows.

    Visit YardiFull verdict →
  • Fundy6.8/10 · Pricing on request

    A broad fund-administration toolkit for managers handling NAV and investor operations.

    Visit FundyFull verdict →

More comparisons

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Last updated · How we research and update