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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

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CLA will provide real estate fund administration services for its private equity real estate clients using Yardi Investment Management.

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CLA Selects Yardi Platform for Fund Investment Management

  • 3/29/2016

Minneapolis — March 29, 2016 — Professional services firm CliftonLarsonAllen (CLA) will provide real estate fund administration services for its private equity real estate clients using Yardi Investment Management™.

“Yardi Investment Management will replace general ledger and spreadsheet systems we used for our investment accounting. This new single-platform solution eliminates repetitive data entry, and it allows faster generation of investor statements and fund financial and performance reports to more clients,” said Marc Mallory, principal with CLA.

“CliftonLarsonAllen now has an investment management financial system with comprehensive business intelligence and reporting that will drive informed decision-making and maximize portfolio value for their clients,” said Terri Dowen, senior vice president of sales for Yardi®. “Its ability to automate investor reporting directly from the accounting data will ensure reliability and increase investor confidence.”

About Yardi
Yardi® develops and supports industry-leading investment and property management software for all types and sizes of residential and commercial real estate companies. Established in 1984, Yardi is based in Santa Barbara, Calif., and serves clients worldwide. For more information, visit www.yardi.com.


About CLA

CliftonLarsonAllen (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help clients succeed professionally and personally. Our professionals are immersed in the industries they serve and have deep knowledge of their operating and regulatory environments. With more than 5,000 people, more than 100 U.S. locations, and a global affiliation, we bring a wide array of services to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.