Compare AppFolio Investment Management vs. ModelTree in 2025

AppFolio Investment Management

View Product

ModelTree

View Product

Add To Compare

Average Ratings 0 Ratings

Total

ease

features

design

support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total

ease

features

design

support

No User Reviews. Be the first to provide a review:

Write a Review

Similar Products

ZenTreasury
ZenTreasury is an enterprise-grade TMS (Treasury Management System) that digitizes and automates financial contract management, cash forecasting, and accounting. Designed for finance teams dealing with complex treasury operations, it centralizes FX, loan, guarantee, and lease workflows into one secure platform. The system supports a wide variety of instruments including foreign exchange contracts (spot, forward, swap), interest rate swaps, internal loans, deposits, guarantees, letters of credit, and IFRS 16 leases. It provides built-in approval chains, document attachments, audit trails, and auto-generated journal entries. ZenTreasury offers real-time visibility into liquidity and exposures across entities, with forecasting tools and integration capabilities for SAP, Microsoft Dynamics, NetSuite, and 360T. Hosted on ISO 27001:2022 certified Google Cloud infrastructure, it ensures data integrity and compliance without heavy IT overhead. Ideal for mid-sized to large enterprises aiming to modernize treasury workflows, reduce spreadsheet reliance, and improve governance.

9 Ratings

Learn More

Sharesight
Sharesight, a popular investment portfolio tracker, is used in more than 100 countries around the world. It tracks all your stocks, ETFs and dividends in one place. Sharesight allows you to compare your portfolio with an index or a specific stock, and see your total investment return over a period of time. Track your investments across multiple exchanges, currencies and brokers. This eliminates the need for ongoing data input, as all dividends, stock splits, and corporate actions are handled by an automated system, saving you both time & money. Sharesight is free to use. Join hundreds of thousands of other investors who are tracking their portfolio performance.

479 Ratings

Learn More

Asym Capital
Experience substantial profits while minimizing your risk to market fluctuations. Utilize our meticulous due diligence and strategic partnerships with your investment funds. Unlock access to high-quality institutional opportunities across diverse asset classes. Participate in carefully vetted private equity deals. Enjoy passive income that is deposited directly into your bank account. Monitor your investments effortlessly through our top-tier investor portal. Unlike typical crowdfunding platforms, we operate as a technology-driven real estate investment company. Our compensation structure is heavily aligned with the success of our assets, and we actively invest in every offering we present, ensuring we share in the journey of our investors. By prioritizing performance, we create a win-win scenario for both the firm and our clients.

1 Rating

Learn More

FundCount
FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

13 Ratings

Learn More

DoorLoop
All-in-one property management software that helps property managers and owners make more money, get organized, and grow. Simplify property management with easy-to-use, secure, and reliable software. With cutting-edge technology, world-class support, and free educational resources, DoorLoop empowers you to grow personally, professionally, and financially.

939 Ratings

Learn More

NaviPlan
NaviPlan® is built upon the industry's most accurate calculation engine for financial planning, enabling firms to tailor their offerings to a wide range of clients, from those seeking simple goals-based assessments to those requiring intricate cash flow analyses. Whether addressing straightforward goals or crafting complex retirement income plans and estate strategies, NaviPlan provides financial advisors with the tools necessary to effectively assist any client who enters their office. It harnesses the power of precise calculations across countless scenarios, encompassing business planning, stock options, insurance advice, in-depth tax evaluation, estate planning, cash flow management, budgeting, Monte Carlo simulations, and retirement strategies. The tax planning software from NaviPlan, built on this top-tier calculation engine, supplies advisors with an array of comprehensive tax tools, including projections for both federal and state taxes, ensuring they can meet the diverse needs of their clientele. This versatility allows financial professionals to enhance their service offerings significantly, making NaviPlan an indispensable resource in the financial advisory landscape.

Learn More

Mortgage Automator
Streamline your lending operations and drive growth with Mortgage Automator - a powerful loan origination and servicing software. Designed specifically for North American private and hard money lending businesses, the platform enables lenders to automate critical processes, increase efficiency, and focus on what matters - growing their business. With Mortgage Automator's comprehensive loan origination suite, lenders can receive leads and loan requests, build a robust sales pipeline, easily manage tasks and communications, and streamline their lending operations. Automator's loan servicing features allow lenders to eliminate manual errors and save valuable time with powerful automation capabilities. Enhance the credibility of your lending operations and give investors peace of mind with our comprehensive fund structure solution. With Mortgage Automator, you can simplify your lending operations and focus on driving growth.

186 Ratings

Learn More

Cycloid
Whether you already have a platform team or are just at the beginning of your internal platform development, Cycloid is designed to complete your internal solution with high-quality building blocks focused on specific DevOps and hybrid cloud best practices. Self-service portal, cloud governance, RBAC, CI/CD pipelines, built-in FinOps, and GreenOps are all modules that you can pick and choose to complement your internal solution or begin your digital transformation. Like a piece of a puzzle, Git-based and lock-free Cycloid can fit into your organizational strategy and solve the burning issues at hand. We can be a pillar for your organizational transformation by empowering and upskilling your existing teams, as well as improving DevX, the developer experience. How? We offer an engineering platform dedicated to DevOps and hybrid cloud adoption, allowing you to optimize how DevOps and end-users use technologies and clouds while working in alignment on common projects.

5 Ratings

Learn More

Jellyfish
Jellyfish, the top Engineering Management Platform, provides complete visibility into engineering organizations, their work, and their operations. Jellyfish analyzes engineering signals from Git, Jira, and contextual business data such as roadmapping, incident response, calendar, and collaboration tool. This allows engineering leaders to align engineering decisions and business initiatives, and deliver the right software on time and efficiently. Jellyfish allows engineering leaders to focus their teams on the most important things for the business, driving strategic decision-making and delivering results.

276 Ratings

Learn More

ManageEngine OpManager
OpManager is the ideal end-to-end network monitoring tool for your organization's network. With OpManager, you can keep a close eye on health, performance, and availability levels of all network devices. This includes monitoring switches, routers, LANs, WLCs, IP addresses and firewalls. Insights into your hardware health and performance; monitor CPU, memory, temperature, disk usage, and more to improve efficiency. Seamlessly manage faults and alerts with instant notifications and detailed logs. Streamlined workflows facilitate easy set-up to execute quick diagnosis and corrective measures. The solution also comes with powerful visualization tools such as business views, 3d data center views, topology maps, heat maps, and customizable dashboards. Get proactive in capacity planning and decision-making with over 250 predefined reports covering all important metrics and areas in your network. Overall, OpManager's detailed management capabilities make it the ideal solution for IT administrators to achieve network resiliency and efficiency.

1,394 Ratings

Learn More

Description

AppFolio Investment Management offers a comprehensive cloud-based software solution designed specifically for real estate investment management. This versatile platform, accessible through a single login, equips users with powerful tools to enhance the efficiency of fund and syndication management. Investors can utilize an intuitive self-service Investor Portal, which allows for convenient 24/7 access, interactive dashboards, and a robust CRM that facilitates effective communication and fundraising efforts. Developed by the acclaimed team responsible for AppFolio Property, this portal grants investors continuous access to a personalized dashboard that outlines their investment status and asset details, including both invested and distributed capital. Investors benefit from real-time insights into their financial positions as well as the ability to easily locate important reports, tax documents, and other shared files, with the added security of electronically signing agreements. Through its user-friendly interface, the AppFolio Investor Portal not only simplifies investment management but also strengthens the connection between investors and their investment managers.

Description

ModelTree by Exquance Software: Modern Financial Modeling for Real Estate and Private Equity ModelTree is a comprehensive financial modeling and reporting platform tailored for real estate and private equity professionals. It simplifies complex cash flow modeling, asset valuation, and portfolio reporting, enabling users to make informed investment decisions. Key Features: Cash Flow Forecasting Engine: Accurately forecast real estate cash flows with built-in models audited by a Big Four firm. Market Standard Models: Utilize best practice valuation and cash flow models for various countries, ready for immediate use. Excel Integration: Export models to Excel with embedded formulas for transparency and further analysis. Company, Loan, and Derivative Modeling: Model complex investment structures by linking companies, loans, derivatives, and real estate assets. Custom Reporting and Dashboards: Generate tailored reports and dashboards to visualize key performance indicators and metrics. ModelTree integrates seamlessly with existing systems, providing a user-friendly interface for efficient navigation. It empowers professionals to streamline operations, reduce errors, and enhance portfolio performance. Experience the power of ModelTree and elevate your financial modeling capabilities. Request a demo today to see how it can transform your investment strategies!