ModelTree

ModelTree

Exquance Software
ModelTree Total Plan Manager

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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!
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.
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
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
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.
Total Plan Manager:

Audience

Asset owners and institutional investment teams overseeing multi-asset portfolios, including family offices, endowments and foundations, and corporate pension plans.
ModelTree:

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported
Total Plan Manager:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
ModelTree:

API

Offers API Supported
Total Plan Manager:

API

Offers API Supported
ModelTree:

Screenshots and Videos

Total Plan Manager:

Screenshots and Videos

No images available
ModelTree:

Pricing

ModelTree 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
Total Plan Manager:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
ModelTree:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Total Plan Manager:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
ModelTree:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
Total Plan Manager:

Training

Documentation Not Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported
ModelTree:

Company Information

Exquance Software
Founded: 2012
Finland
www.exquance.com/products/modeltree
Total Plan Manager:

Company Information

MSCI
Founded: 1998
United States
www.msci.com/data-and-analytics/private-asset-solutions/total-plan-manager
ModelTree:

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Total Plan Manager:

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ModelTree:
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Total Plan Manager:
ModelTree:

Categories

Total Plan Manager:

Categories

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
Unit4 Financial Planning & Analysis Supported
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
Unit4 Financial Planning & Analysis Not Supported
ModelTree:
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Total Plan Manager:
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