BlazePortfolio Total Plan Manager

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BlazePortfolio:

About

Implement complex models and monitor asset allocations across portfolios with ease. Manage order flow across multiple custodians, asset and security classes. Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Easily connect with a wide variety of portfolio accounting, reporting, custodian and execution systems. Features designed to ensure trading compliance and data accuracy. BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker-dealers, family offices, and industry partners. Manage order flow across multiple custodians, asset and security classes. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Implement complex models and monitor asset allocations across portfolios with ease.
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.
BlazePortfolio:

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
BlazePortfolio:

Audience

Investors and anyone looking for a platform to invest and manage their investments
Total Plan Manager:

Audience

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

Support

Phone Support 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
BlazePortfolio:

API

Offers API Not Supported
Total Plan Manager:

API

Offers API Supported
BlazePortfolio:

Screenshots and Videos

Total Plan Manager:

Screenshots and Videos

No images available
BlazePortfolio:

Pricing

No information available.
Free Version Not Supported
Free Trial Supported
Total Plan Manager:

Pricing

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

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
BlazePortfolio:

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
BlazePortfolio:

Company Information

BlazePortfolio
Founded: 2005
United States
www.blazeportfolio.com
Total Plan Manager:

Company Information

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

Alternatives

Total Plan Manager:

Alternatives

BlazePortfolio:
Total Plan Manager:
Backstop

Backstop

Backstop Solutions Group
BlazePortfolio:
Total Plan Manager:
PackHedge™

PackHedge™

FinLab Solutions SA
5.0 out of 5 stars
BlazePortfolio:
Assetmax

Assetmax

Fimax AMS
Total Plan Manager:
BlazePortfolio:
Total Plan Manager:
BlazePortfolio:

Categories

Family Office Supported
Wealth Management Supported
Total Plan Manager:

Categories

BlazePortfolio:

Investment Management Features

Accounting Management Supported
Benchmarking Not Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Portfolio Management Supported
Risk Management Not Supported
BlazePortfolio:

Integrations

ChatGPT Not Supported
Claude Not Supported
MSCI Not Supported
Microsoft Excel Not Supported
Model Context Protocol (MCP) Not Supported
Total Plan Manager:

Integrations

ChatGPT Supported
Claude Supported
MSCI Supported
Microsoft Excel Supported
Model Context Protocol (MCP) Supported
BlazePortfolio:
Claim BlazePortfolio and update features and information
Claim BlazePortfolio and update features and information
Total Plan Manager:
Claim Total Plan Manager and update features and information
Claim Total Plan Manager and update features and information