Basis vs ModelTree
| Basis | ModelTree | |
|---|---|---|
| Free plan | No | No |
| Free trial | No | Yes |
| Paid from | — | — |
| Open source | No | No |
| Platforms | Web | Web, Windows |
| Investor portal | Yes | — |
| Capital account tracking | Yes | Yes |
| NAV workflows | Yes | Yes |
| Capital call workflows | Yes | Yes |
| Free plan | — | No |
| Allocation waterfalls | — | Yes |
Both are listed in Best Fund Administration Software. On Everything Xiaomi, ModelTree scores higher on our published basis.