ModelTreeExquance Software
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Total Plan ManagerMSCI
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Related Products
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ModelTree:
About
ModelTree is a powerful platform for cash flow modeling, valuation, and reporting in real estate and private equity investments.
Key Features:
Valuation Models: Use market-standard and customizable models for accurate asset valuations.
Portfolio Management: Model cash flows, import historical data, and analyze returns and risks.
Market Insights: Access real-time property market data from trusted vendors.
Data Integration: Connect to existing systems for real-time data updates and forecasting.
Reporting: Generate custom reports and export to Excel, Word, or PDF.
ModelTree empowers real estate professionals to optimize investment strategies, streamline operations, and manage portfolios with greater ease and accuracy. Its user-friendly interface and powerful tools make it an essential solution for data-driven decision-making.
Get a free demo today!
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Total Plan Manager:
About
Total Plan Manager is portfolio management and analytics software for institutional investors overseeing private-market programs. It consolidates data on funds, separately managed accounts and investments to help teams monitor holdings, commitments, cash flows, exposures, performance, risk and liquidity. Users can analyze performance and attribution, model scenarios, forecast cash flows, plan allocations and create reports for investment committees and stakeholders. The platform serves asset owners and investment teams, including family offices, endowments, foundations and corporate pension plans. Its analytics support oversight across private equity, venture capital, real estate, infrastructure, private credit and hedge funds, as well as manager monitoring and investment planning. Centralized data management provides a common view for portfolio monitoring, allocation decisions and reporting on private assets.
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ModelTree:
Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Total Plan Manager:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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ModelTree:
Audience
ModelTree is designed for real estate professionals, private equity investors, portfolio managers, financial analysts, developers, and property managers who need advanced tools for cash flow modeling, valuation, and portfolio management.
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Total Plan Manager:
Audience
Asset owners and institutional investment teams overseeing multi-asset portfolios, including family offices, endowments and foundations, and corporate pension plans.
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ModelTree:
Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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Total Plan Manager:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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ModelTree:
API
Offers API
Supported
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Total Plan Manager:
API
Offers API
Supported
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ModelTree:
Screenshots and Videos |
Total Plan Manager:
Screenshots and VideosNo images available
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ModelTree:
PricingModelTree offers flexible pricing plans tailored to both small businesses and large enterprises. A free trial is available, allowing you to explore its features before committing to a subscription.
Free Version
Not Supported
Free Trial
Supported
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Total Plan Manager:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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ModelTree:
Reviews/
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Total Plan Manager:
Reviews/
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ModelTree:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Total Plan Manager:
Training
Documentation
Not Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
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ModelTree:
Company InformationExquance Software
Founded: 2012
Finland
www.exquance.com/products/modeltree
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Total Plan Manager:
Company InformationMSCI
Founded: 1998
United States
www.msci.com/data-and-analytics/private-asset-solutions/total-plan-manager
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ModelTree:
Alternatives |
Total Plan Manager:
Alternatives |
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ModelTree:
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Total Plan Manager:
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Total Plan Manager:
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ModelTree:
Categories |
Total Plan Manager:
Categories |
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ModelTree:
Integrations
ChatGPT
Not Supported
Claude
Not Supported
Exquance Insights
Supported
Finago Procountor
Supported
Fundy
Supported
MSCI
Not Supported
Microsoft 365
Supported
Microsoft Excel
Not Supported
Model Context Protocol (MCP)
Not Supported
Trade360
Supported
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Total Plan Manager:
Integrations
ChatGPT
Supported
Claude
Supported
Exquance Insights
Not Supported
Finago Procountor
Not Supported
Fundy
Not Supported
MSCI
Supported
Microsoft 365
Not Supported
Microsoft Excel
Supported
Model Context Protocol (MCP)
Supported
Trade360
Not Supported
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ModelTree:
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Total Plan Manager:
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