Endowment Manager vs. Total Plan Manager Comparison


Endowment Manager Endowment Solutions	Total Plan Manager MSCI
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Endowment Manager	Total Plan Manager
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Endowment Manager: About Endowment Manager™ software is a complete information management tool designed to help you and your entire endowment management team to maximize your endowment. Endowment Manager™ functions as a specialized, fully auditable subsidiary ledger, uniquely designed for managing information related to endowment and other restricted accounts. It is interfaced via auditable batch transactions with any of your current: general ledger, accounts payable, grant management, or fundraising systems, and will accept data from your custodian or investment management firms directly. Manage the unitization of one or more investment pools with varying distribution rules for shares, income, gains, and spending. Easily map to your existing chart of accounts and adapt to any account structures planned in the future. Complete, detailed compliance information for controlling and tracking fund account restrictions and expenditures.	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.
Endowment 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	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
Endowment Manager: Audience Organizations seeking a tool to allocate and reconcile investment earnings and spending to endowment	Total Plan Manager: Audience Asset owners and institutional investment teams overseeing multi-asset portfolios, including family offices, endowments and foundations, and corporate pension plans.
Endowment Manager: 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
Endowment Manager: API Offers API Not Supported	Total Plan Manager: API Offers API Supported
Endowment Manager: Screenshots and Videos View more images or videos	Total Plan Manager: Screenshots and Videos No images available
Endowment Manager: 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
Endowment 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	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

Endowment Manager: Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Supported	Total Plan Manager: Training Documentation Not Supported Webinars Supported Live Online Not Supported In Person Not Supported
Endowment Manager: Company Information Endowment Solutions United States www.endowmentsolutions.com/wp/endowment-manager/	Total Plan Manager: Company Information MSCI Founded: 1998 United States www.msci.com/data-and-analytics/private-asset-solutions/total-plan-manager
Endowment Manager: Alternatives Liberty Accounts	Total Plan Manager: Alternatives Vidrio
Endowment Manager: Sage Intacct 4.3 out of 5 stars	Total Plan Manager: Backstop Backstop Solutions Group
Endowment Manager: Agilon One Agilon	Total Plan Manager: PackHedge™ FinLab Solutions SA 5.0 out of 5 stars
Endowment Manager: NPact	Total Plan Manager: Solovis
Endowment Manager: Xero 4.4 out of 5 stars View All	Total Plan Manager: Dasseti View All
Endowment Manager: Categories Accounting Supported Financial Management Supported Fund Accounting Supported General Ledger Supported Nonprofit Supported	Total Plan Manager: Categories Investment Management Supported
Endowment Manager: Show More Features Accounting Features Accounts Payable Not Supported Accounts Receivable Not Supported Bank Reconciliation Not Supported Billing & Invoicing Not Supported Cash Management Not Supported CPA Firms Not Supported Cryptocurrency Support Not Supported Expense Tracking Not Supported Fixed Asset Management Not Supported Fund Accounting Not Supported General Ledger Supported Government Not Supported Multi-Currency Not Supported Nonprofits Not Supported Payroll Management Not Supported Project Accounting Not Supported Purchase Orders Not Supported Tax Management Not Supported Financial Management Features Budgeting & Forecasting Not Supported Cash Management Not Supported Consolidation / Roll-Up Supported Currency Management Not Supported Financial Reporting Supported Investment Management Not Supported Project Management Not Supported Revenue Recognition Not Supported Risk Management Not Supported Tax Management Not Supported Fund Accounting Features Accounts Payable Not Supported Accounts Receivable Not Supported Activity Tracking Not Supported Asset Management Not Supported Bank Reconciliation Not Supported Budgeting & Forecasting Not Supported Compliance Management Not Supported Donor Management Not Supported General Ledger Supported Partnership Accounting Not Supported Purchasing & Receiving Not Supported Nonprofit Features Accounting Supported Committee Management Not Supported Donor Management Not Supported Dues Management Not Supported Event Management Not Supported Fundraising Management Not Supported Member Database Not Supported Membership Management Not Supported Social Media Management Not Supported Volunteer Management Not Supported
Endowment Manager: 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
Endowment Manager: Claim Endowment Manager and update features and information Claim Endowment Manager 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