Total Plan ManagerMSCI
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Related Products
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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.
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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.
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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
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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
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BlazePortfolio:
Audience
Investors and anyone looking for a platform to invest and manage their investments
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Total Plan Manager:
Audience
Asset owners and institutional investment teams overseeing multi-asset portfolios, including family offices, endowments and foundations, and corporate pension plans.
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BlazePortfolio:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Total Plan Manager:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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BlazePortfolio:
API
Offers API
Not Supported
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Total Plan Manager:
API
Offers API
Supported
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BlazePortfolio:
Screenshots and Videos |
Total Plan Manager:
Screenshots and VideosNo images available
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BlazePortfolio:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Total Plan Manager:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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BlazePortfolio:
Reviews/
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Total Plan Manager:
Reviews/
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BlazePortfolio:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Total Plan Manager:
Training
Documentation
Not Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
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BlazePortfolio:
Company InformationBlazePortfolio
Founded: 2005
United States
www.blazeportfolio.com
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Total Plan Manager:
Company InformationMSCI
Founded: 1998
United States
www.msci.com/data-and-analytics/private-asset-solutions/total-plan-manager
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BlazePortfolio:
Alternatives |
Total Plan Manager:
Alternatives |
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BlazePortfolio:
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Total Plan Manager:
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Total Plan Manager:
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BlazePortfolio:
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Total Plan Manager: | |||||
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BlazePortfolio:
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Total Plan Manager: | |||||
BlazePortfolio:
Categories |
Total Plan Manager:
Categories |
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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
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BlazePortfolio:
Integrations
ChatGPT
Not Supported
Claude
Not Supported
MSCI
Not Supported
Microsoft Excel
Not Supported
Model Context Protocol (MCP)
Not Supported
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Total Plan Manager:
Integrations
ChatGPT
Supported
Claude
Supported
MSCI
Supported
Microsoft Excel
Supported
Model Context Protocol (MCP)
Supported
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BlazePortfolio:
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Total Plan Manager:
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