DiligenceVault vs. Total Plan Manager Comparison


DiligenceVault	Total Plan Manager MSCI
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DiligenceVault	Total Plan Manager
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DiligenceVault: About Asset owners across pension plans, endowments foundations, insurance companies and sovereign wealth funds – centralize your external manager data needs across the investment office on a single digital platform – from manager research, operational due diligence, ESG, compliance, audit confirms, to event-driven requests. Whether you are an emerging manager or an established fund, manage standard DDQs, investment databases, and investor DDQs on a centralized platform. Collaborate across investor relations, RFP, marketing, compliance, and product teams to minimize errors and deliver excellence. Whether you are an OCIO, investment consultant, wealth platform, or a fund of funds – build a defensible diligence framework across a large portfolio of fund products, and efficiently deliver differentiated investment alternatives to your clients at scale.	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.
DiligenceVault: 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
DiligenceVault: Audience Investment Management solution for companies	Total Plan Manager: Audience Asset owners and institutional investment teams overseeing multi-asset portfolios, including family offices, endowments and foundations, and corporate pension plans.
DiligenceVault: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Total Plan Manager: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
DiligenceVault: API Offers API Not Supported	Total Plan Manager: API Offers API Supported
DiligenceVault: Screenshots and Videos View more images or videos	Total Plan Manager: Screenshots and Videos No images available
DiligenceVault: 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
DiligenceVault: 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

DiligenceVault: Training Documentation Supported Webinars Supported Live Online Not Supported In Person Not Supported	Total Plan Manager: Training Documentation Not Supported Webinars Supported Live Online Not Supported In Person Not Supported
DiligenceVault: Company Information DiligenceVault Founded: 2014 United States www.diligencevault.com	Total Plan Manager: Company Information MSCI Founded: 1998 United States www.msci.com/data-and-analytics/private-asset-solutions/total-plan-manager
DiligenceVault: Alternatives Dasseti	Total Plan Manager: Alternatives Vidrio
DiligenceVault: DD360 CENTRL	Total Plan Manager: Backstop Backstop Solutions Group
DiligenceVault: Nasdaq eVestment Nasdaq	Total Plan Manager: PackHedge™ FinLab Solutions SA 5.0 out of 5 stars
DiligenceVault: Vidrio	Total Plan Manager: Solovis
DiligenceVault: PackHedge™ FinLab Solutions SA 5.0 out of 5 stars View All	Total Plan Manager: Dasseti View All
DiligenceVault: Categories Disclosure Management Supported Due Diligence Supported ESG Supported Investment Management Supported	Total Plan Manager: Categories Investment Management Supported
DiligenceVault: Investment Management Features Accounting Management Not Supported Benchmarking 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 Supported Modeling & Simulation Supported Payroll & Commissions Not Supported Performance Metrics Not Supported Portfolio Management Not Supported Risk Management Not Supported
DiligenceVault: 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 View All 5 Integrations
DiligenceVault: Claim DiligenceVault and update features and information Claim DiligenceVault 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