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Description
Kardin Budget is a strategic budgeting and reforecasting platform tailored for the commercial real estate (CRE) industry. With Kardin Portal, users can focus on high-level decision-making while reducing time spent on manual budgeting tasks, ensuring more effective property and portfolio management. Key Features: • Centralized Platform: Secure, role-based access to real-time property and portfolio data, enabling streamlined budget management and collaboration. • Budgeting and Reforecasting: Dynamic tools for cash flow forecasting, CAM recoveries, and lease assumptions across multiple property types. • Comprehensive Reporting: Real-time reports with year-over-year comparisons, portfolio-level insights, and Excel export capabilities. • Seamless Integration: Works with existing accounting systems for error-free data management. • Collaboration Tools: Enhances teamwork between property and asset managers to align strategies across properties and portfolios.
Description
Use the most accurate calculation engine to build plans and relationships. To grow their practice, join other financial planners and independent advisors who use the most robust wealth management calculation engines. Moneytree offers professional planning solutions, from the big picture to the in-depth. With clear results and quick data entry, planning is easy. Quickly answer clients' "What-Ifs" to show them instant, side-by sides comparisons. Involve clients in the planning process by working together to create plans. With detailed data and analysis, you can meet all of your clients' planning requirements. You can capture details about your clients' lives and make future changes. The planning approach that best suits your client's needs is the one you choose. Moneytree Elite's in depth planning analyzes and captures the financial situation of your clients and shows the impact of important financial decisions on their future.
API Access
Has API
API Access
Has API
Integrations
Charles Schwab
Cheetah Wealth Management
Holistiplan
MX
Redtail CRM
Riskalyze
Salesforce
Wealthbox
Integrations
Charles Schwab
Cheetah Wealth Management
Holistiplan
MX
Redtail CRM
Riskalyze
Salesforce
Wealthbox
Pricing Details
$2300
Free Trial
Free Version
Pricing Details
$1981 per year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Kardin Systems
Founded
1996
Country
United States
Website
www.kardin.com
Vendor Details
Company Name
Moneytree Software
Founded
1981
Country
United States
Website
www.moneytree.com
Product Features
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control
Product Features
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports