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FrequentlyAsked Questions
The complete reference on Assetsoft, our team, our methodology, the platforms we implement, and the industries we serve. Answers grouped by topic so you can scan to what's relevant or read the full set if you're evaluating us.
About Assetsoft
The Firm, The Team, and How We Work.
Who Assetsoft is, where we operate, and how we structure relationships with the operators we serve.
Assetsoft is a Multi-Platform PropTech Consultancy founded in 2012, led by consultants with 25+ years of real estate technology experience. We implement and optimize Yardi, MRI Software, Procore, UiPath, SAP Concur, and Zoho for real estate operators, owners, REITs, and CCRCs across Canada, the United States, Australia, and the broader APAC region.
Our credentials include Yardi ICN Partner, Yardi Virtuoso Qualified, MRI Certified, Procore Partner, UiPath Certified plus Fast Track Agent, and SAP Concur Partner.
Our credentials include Yardi ICN Partner, Yardi Virtuoso Qualified, MRI Certified, Procore Partner, UiPath Certified plus Fast Track Agent, and SAP Concur Partner.
Assetsoft is headquartered in Markham, Ontario, Canada. We operate across four continents with delivery teams in Markham and Toronto, Canada; Pune and Chennai, India; Colombo, Sri Lanka; and Dallas, United States.
We serve clients in Canada, the United States, Australia, New Zealand, the United Kingdom, the United Arab Emirates, Singapore, and the broader APAC region.
We serve clients in Canada, the United States, Australia, New Zealand, the United Kingdom, the United Arab Emirates, Singapore, and the broader APAC region.
Assetsoft was founded in 2012 in Ontario, Canada. Our consultants bring 25+ years of real estate technology experience that predates the firm itself, with senior delivery leaders having implemented PropTech platforms across multiple market cycles and platform generations.
It means we don't anchor on a single vendor. Most PropTech consultancies specialize in one platform: Yardi-only, MRI-only, or Procore-only.
Assetsoft is deliberately multi-platform: we hold partnership credentials with Yardi, MRI Software, Procore, UiPath, SAP Concur, and Zoho, and we implement and integrate all of them. The benefit for clients is vendor-neutral selection advice and integration expertise across the platforms most operators actually run side by side.
Assetsoft is deliberately multi-platform: we hold partnership credentials with Yardi, MRI Software, Procore, UiPath, SAP Concur, and Zoho, and we implement and integrate all of them. The benefit for clients is vendor-neutral selection advice and integration expertise across the platforms most operators actually run side by side.
Yes. Assetsoft holds the following authorized partnership credentials: Yardi ICN Independent Consultant Network Partner, Yardi Virtuoso Qualified consultancy, MRI Certified, Procore Partner, UiPath Certified plus UiPath Fast Track Agent partner, and SAP Concur Partner.
These are partnership relationships with the platform vendors themselves, not third-party certifications.
These are partnership relationships with the platform vendors themselves, not third-party certifications.
Assetsoft is a focused team of approximately 50 consultants across our Canada, India, Sri Lanka, and United States offices.
We are deliberately mid-sized: large enough to staff multi-workstream global implementations, small enough that senior consultants are directly involved in client delivery rather than only at the sales stage.
We are deliberately mid-sized: large enough to staff multi-workstream global implementations, small enough that senior consultants are directly involved in client delivery rather than only at the sales stage.
Yes. Assetsoft has delivered Yardi, MRI, and Procore implementations and integrations for global enterprise real estate clients, including operators with portfolios across North America, Australia, New Zealand, the UAE, Singapore, the United Kingdom, and South Africa.
Our delivery model includes follow-the-sun coverage across our Canada, India, Sri Lanka, and US offices for clients that need extended-hours implementation and support.
Our delivery model includes follow-the-sun coverage across our Canada, India, Sri Lanka, and US offices for clients that need extended-hours implementation and support.
Engagements typically follow a seven-workstream model: strategy and platform selection, often vendor-neutral; discovery and current-state assessment; solution design covering chart of accounts, property hierarchy, and workflow rules; configuration of the chosen platform; data migration from legacy systems; training and change management; and go-live with hypercare.
Engagement length ranges from focused 6-to-8-week implementations through to multi-quarter transformation programs, governed by a written Master Services Agreement.
Engagement length ranges from focused 6-to-8-week implementations through to multi-quarter transformation programs, governed by a written Master Services Agreement.
Yes. Beyond initial implementation, Assetsoft provides ongoing managed services across Yardi, MRI, Procore, UiPath, and SAP Concur, including version upgrade support, post-go-live optimization, integration maintenance, BI dashboard development, and platform administration.
Many clients move from a project-based engagement into a longer-term retainer relationship after go-live.
Many clients move from a project-based engagement into a longer-term retainer relationship after go-live.
Assetsoft operates under a Master Services Agreement framework that includes mutual confidentiality obligations, defined data handling protocols aligned with each platform vendor's data governance standards, and explicit IP allocation rules that protect both client-owned configurations and Assetsoft-developed methodologies.
Engagements are scoped against written Statements of Work, and our cross-jurisdictional MSA template covers Canada, the United States, and Australia, with tailored variants for other markets.
Engagements are scoped against written Statements of Work, and our cross-jurisdictional MSA template covers Canada, the United States, and Australia, with tailored variants for other markets.
Yardi
The Yardi Platform - and How We Implement it.
Our deepest practice. Voyager, Voyager 8, Virtuoso, the Investment Suite, the Senior Living Suite, and the data foundation that supports them.
Yardi is a global property management and investment management software company headquartered in Santa Barbara, California, with more than 10,000 employees worldwide. Yardi's flagship platform is Yardi Voyager, supplemented by the Yardi Investment Suite, including Investment Manager, Investment Accounting, and Debt Manager, the Yardi Senior Living Suite, Yardi Breeze and Breeze Premier for smaller portfolios, and Yardi Virtuoso, Yardi's native AI platform announced November 2023.
Voyager 8, the next-generation platform, is built on the Virtuoso infrastructure.
Voyager 8, the next-generation platform, is built on the Virtuoso infrastructure.
Yes. Assetsoft is a Yardi ICN Independent Consultant Network Partner and a Yardi Virtuoso Qualified consultancy. We have implemented Yardi Voyager, Yardi Breeze, the Yardi Investment Suite, the Yardi Senior Living Suite, Yardi Construction Manager, Yardi Procure to Pay with SAP Concur and Yardi Concur, Yardi Data Connect, Yardi Replicate, and Yardi Document Management for SharePoint for clients across Canada, the United States, Australia, and the broader APAC region.
Yardi Virtuoso is Yardi's native AI platform, announced in November 2023 and built into Voyager 8. It uses machine learning, generative AI, natural language processing, and large language models to automate workflows across the Yardi product suite.
Virtuoso has three pillars: Virtuoso Support, a conversational in-app assistant that resolves 78% of queries without escalation, per Yardi's own metrics; Virtuoso AI Agents, including the Virtuoso Marketplace and the no-code Virtuoso Composer; and Virtuoso Connectors, a Model Context Protocol bridge to LLMs, with Anthropic's Claude as the first supported model.
Reference: yardi.com/virtuoso.
Virtuoso has three pillars: Virtuoso Support, a conversational in-app assistant that resolves 78% of queries without escalation, per Yardi's own metrics; Virtuoso AI Agents, including the Virtuoso Marketplace and the no-code Virtuoso Composer; and Virtuoso Connectors, a Model Context Protocol bridge to LLMs, with Anthropic's Claude as the first supported model.
Reference: yardi.com/virtuoso.
Yardi Data Connect is Yardi's Power BI integration product for Voyager. It provides a secure, query-driven feed from Voyager into Microsoft Power BI, part of the broader Microsoft Fabric platform, enabling aggregation across multiple Voyager databases.
YDC works on standard Voyager hosting, uses the operator's existing Microsoft Azure environment with no additional licenses required, and includes a starter pack with hundreds of customisable dimensions and measures.
Reference: yardi.com/product/data-connect.
YDC works on standard Voyager hosting, uses the operator's existing Microsoft Azure environment with no additional licenses required, and includes a starter pack with hundreds of customisable dimensions and measures.
Reference: yardi.com/product/data-connect.
Yardi Replicate is Yardi's data movement product for operators with cloud data warehouse, data lake, or large-scale BI requirements. It uses Microsoft SQL's Change Data Capture technology to track changes in Voyager and move only updated records into external cloud environments such as Snowflake, AWS, Azure, or Google Cloud Platform.
Replicate requires Yardi private cloud and is particularly suited to operators whose investment, data science, or ML teams need Voyager data alongside other enterprise sources.
Reference: yardi.com/product/replicate.
Replicate requires Yardi private cloud and is particularly suited to operators whose investment, data science, or ML teams need Voyager data alongside other enterprise sources.
Reference: yardi.com/product/replicate.
YDMS is an add-on product for Yardi Voyager that integrates Voyager's document handling with Microsoft 365 SharePoint.
Leases, invoices, vendor documents, resident files, and other Yardi-attached documents are stored, indexed, and searched inside SharePoint, making them accessible to Microsoft Copilot, Teams search, and Power Automate flows.
For operators planning AI workflows, YDMS is the document foundation that brings Yardi content into the AI-ready Microsoft 365 environment.
Leases, invoices, vendor documents, resident files, and other Yardi-attached documents are stored, indexed, and searched inside SharePoint, making them accessible to Microsoft Copilot, Teams search, and Power Automate flows.
For operators planning AI workflows, YDMS is the document foundation that brings Yardi content into the AI-ready Microsoft 365 environment.
The Yardi Investment Suite is Yardi's integrated platform for real estate investment management. It includes Yardi Investment Manager, a branded investor portal and CRM for capital raising, KYC/AML, and investor reporting; Yardi Investment Accounting for fund accounting, waterfall distributions, and NAV allocations; Yardi Debt Manager; Yardi Performance Manager; and Yardi Acquisition Manager.
Built on more than 20 years of real estate investment accounting experience, it is the only investor portal that integrates natively with Yardi Voyager.
Built on more than 20 years of real estate investment accounting experience, it is the only investor portal that integrates natively with Yardi Voyager.
The Yardi Senior Living Suite is Yardi's integrated platform for senior living operators. Built on Voyager Senior Housing, the suite includes integrated clinical EHR / eMAR, CRM, family portal, BI, and procurement modules, with native level-of-care billing tied to clinical assessments.
It is the strongest fit for multi-community operators, CCRCs, and REITs who need a single platform across community management, financial accounting, sales, marketing, clinical care, and reporting.
It is the strongest fit for multi-community operators, CCRCs, and REITs who need a single platform across community management, financial accounting, sales, marketing, clinical care, and reporting.
Voyager 8 is Yardi's next-generation property management platform, built on the Yardi Virtuoso infrastructure. It includes a refreshed user experience and intuitive interface for core accounting features such as financials, billing, and payables, with AI woven into the workflow rather than added on top.
Voyager 8 is the gating event for native in-Voyager AI capabilities. Operators planning a Yardi AI strategy should align their Voyager 8 upgrade timeline with their Virtuoso, YDC, Replicate, and YDMS roadmap.
Voyager 8 is the gating event for native in-Voyager AI capabilities. Operators planning a Yardi AI strategy should align their Voyager 8 upgrade timeline with their Virtuoso, YDC, Replicate, and YDMS roadmap.
Assetsoft delivers the full Yardi implementation lifecycle: strategy and roadmap, discovery, solution design, configuration, data migration, integration, training, go-live, and post-go-live optimization.
We implement Yardi Voyager for Commercial, Residential, Affordable Housing, and Senior Housing; Yardi Breeze and Breeze Premier; the Yardi Investment Suite; Yardi Construction Manager; Yardi Procure to Pay; Yardi Data Connect; Yardi Replicate; Yardi Document Management for SharePoint; and Yardi Virtuoso.
We also handle complex Yardi integrations with SAP Concur, MRI, Procore, Salesforce, and custom systems.
We implement Yardi Voyager for Commercial, Residential, Affordable Housing, and Senior Housing; Yardi Breeze and Breeze Premier; the Yardi Investment Suite; Yardi Construction Manager; Yardi Procure to Pay; Yardi Data Connect; Yardi Replicate; Yardi Document Management for SharePoint; and Yardi Virtuoso.
We also handle complex Yardi integrations with SAP Concur, MRI, Procore, Salesforce, and custom systems.
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