Altvia vs. Total Plan Manager Comparison


Altvia	Total Plan Manager MSCI
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Altvia	Total Plan Manager
		Related Products CapLinked When sensitive documents decide the pace of a deal, CapLinked gives teams a secure virtual data room built to keep diligence moving. The platform helps organizations share confidential files, manage buyer and investor review, support M&A, raise capital, handle asset sales, complete audits, and coordinate licensing workflows without relying on scattered email threads or basic file storage. Teams can organize documents in guided workspaces, invite internal and external users, set permission based access, apply watermarking and digital rights management, search with OCR, manage Q&A, track activity, and monitor critical file activity. CapLinked also offers Team and Enterprise plans, integrations with Salesforce, Dropbox, Box, OneDrive, and Google Drive, API options, concierge support, and training resources. For companies that need a faster, safer, and more professional way to run confidential transactions, CapLinked delivers on its promise as The Deal Room That Works. Visit caplinked.com. 4.5 out of 5 stars 248 Ratings Visit Website for CapLinked Sharesight Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. 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Built on a modern cloud architecture, the platform combines core accounting, financial reporting, planning, analytics, governance, and AI capabilities within a unified ecosystem. Organizations can extend the core accounting solution through Epicor's broad ecosystem of business applications and ISV solutions. Designed exclusively for the cloud, Epicor Financials benefits from continuous innovation through regular upgrades and a modern CI/CD deployment approach, helping customers stay current without disruptive upgrades. The solution scales globally with support for multiple books, companies, sites, currencies, languages, and legal entities while maintaining centralized financial control. Visit Website for Epicor Financials D&B Finance Analytics Manage credit risk at scale with trusted business context, AI-powered guidance, and advanced analytics in one powerful credit management solution. 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Adaptive unifies security awareness training, agentic email security, and AI governance to secure every attack surface where work happens. Adaptive’s platform trains employees against emerging threats, stops sophisticated email attacks, and secures rogue AI usage. The Company’s platform can be deployed in the browser, on device, and in email inboxes. More than 2,000 leading organizations trust Adaptive, including major global brands like PayPal, MLB, and Bose. The Company has raised over $140M from leading AI investors including OpenAI and NVIDIA, and most recently closed an $81M funding round led by Bain Capital Ventures. 4.9 out of 5 stars 152 Ratings Visit Website for Adaptive Security InEight InEight offers integrated project controls software built for capital construction. The modular platform supports flexible implementation and scales from large, complex projects to billion-dollar capital project portfolios. Purpose-built applications manage every project phase, from pre-planning to predictable execution and completion. By connecting cost, schedule, contracts, and project information in one platform, teams gain real-time visibility and advanced analytics to make smarter decisions. Used in more than 60 countries to manage over $1 trillion in projects, InEight supports industries including mining, nuclear, power and renewables, transportation, water, and oil, gas, and chemical. With InEight, teams improve project delivery, modernize operations, standardize best practices, manage budgets and forecasts, control scope changes, strengthen collaboration, and keep even the most complex capital projects on track. 4.1 out of 5 stars 168 Ratings Visit Website for InEight NaviPlan Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers firms to cater their services to any client, from simple goals-based assessments to advanced cash flow planning analysis. From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door. Leverage the strength of NaviPlan calculations across unlimited scenarios including business planning, stock options, insurance recommendations, detailed tax analysis, estate planning, cash flow analysis and budgeting, Monte Carlo analysis, and retirement income strategies. NaviPlan tax planning software is built on the most precise calculation engine in the financial planning market. It offers advisors a slate of detailed tax planning tools, including federal and state tax projections, to cater their service to any client. Visit Website for NaviPlan
Altvia: About Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead. Altvia removes the friction that slows teams down. We streamline workflows across fundraising, investor relations, and investing—connecting siloed data and automating key processes so firms can focus on building relationships and closing deals.	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.
Altvia: 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	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
Altvia: Audience Businesses, professionals and companies interested in a venture capital management solution	Total Plan Manager: Audience Asset owners and institutional investment teams overseeing multi-asset portfolios, including family offices, endowments and foundations, and corporate pension plans.
Altvia: Support Phone Support Not Supported 24/7 Live Support Not Supported Online Not Supported	Total Plan Manager: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
Altvia: API Offers API Not Supported	Total Plan Manager: API Offers API Supported
Altvia: Screenshots and Videos View more images or videos	Total Plan Manager: Screenshots and Videos No images available
Altvia: Pricing No information available. Free Version Not Supported Free Trial Not Supported	Total Plan Manager: Pricing No information available. Free Version Not Supported Free Trial Not Supported
Altvia: 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

Altvia: Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Total Plan Manager: Training Documentation Not Supported Webinars Supported Live Online Not Supported In Person Not Supported
Altvia: Company Information Altvia Founded: 2006 United States altvia.com	Total Plan Manager: Company Information MSCI Founded: 1998 United States www.msci.com/data-and-analytics/private-asset-solutions/total-plan-manager
Altvia: Alternatives Dynamo Software 4.3 out of 5 stars	Total Plan Manager: Alternatives Vidrio
Altvia: Atominvest Software Atominvest	Total Plan Manager: Backstop Backstop Solutions Group
Altvia: Allvue Allvue Systems	Total Plan Manager: PackHedge™ FinLab Solutions SA 5.0 out of 5 stars
Altvia: FolioSure Acuity Analytics	Total Plan Manager: Solovis
Altvia: Vestlane View All	Total Plan Manager: Dasseti View All
Altvia: Categories Financial Analytics Supported Hedge Fund Supported Investment Management Supported Private Equity Supported Venture Capital Management Supported	Total Plan Manager: Categories Investment Management Supported
Altvia: Investment Management Features Accounting Management Not Supported Benchmarking Not Supported Bonds / Stocks Not Supported Client Management Supported Commodities Not Supported Compliance Reporting Supported Data Import / Export Supported For Investment Advisors Not Supported For Investors & Traders Supported Fund Management Supported Modeling & Simulation Not Supported Payroll & Commissions Not Supported Performance Metrics Supported Portfolio Management Supported Risk Management Not Supported Show More Features Hedge Fund Features Compliance Management Not Supported Contact Management Supported Investor Accounting Not Supported Investor Reporting Supported P&L Calculation Not Supported Partnership Accounting Not Supported Performance Analysis Supported Portfolio Analysis Supported Portfolio Management Supported
Altvia: Integrations ChatGPT Not Supported Claude Not Supported Crunchbase Supported Dakota Marketplace Supported MSCI Not Supported Meridian Supported Microsoft Excel Not Supported Model Context Protocol (MCP) Not Supported PitchBook Supported Preqin Supported Salesforce Supported SourceScrub Supported Show More Integrations View All 7 Integrations	Total Plan Manager: Integrations ChatGPT Supported Claude Supported Crunchbase Not Supported Dakota Marketplace Not Supported MSCI Supported Meridian Not Supported Microsoft Excel Supported Model Context Protocol (MCP) Supported PitchBook Not Supported Preqin Not Supported Salesforce Not Supported SourceScrub Not Supported Show More Integrations View All 5 Integrations
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