FolioSure vs. Total Plan Manager Comparison


FolioSure Acuity Analytics	Total Plan Manager MSCI
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FolioSure	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. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan). 4.0 out of 5 stars 566 Ratings Visit Website for Sharesight Datasite Diligence Virtual Data Room Datasite Diligence® serves as the hub for conducting due diligence, offering a range of advanced data room technologies to optimize deal-making. By harnessing the power of machine-learning models trained on an extensive repository of over three million documents, you gain a competitive edge in your transactions. With Datasite Diligence, you can accelerate deal closures and approach negotiations with unwavering assurance, unburdened by the complexities of due diligence. The Datasite platform streamlines the sell-side process, automating various manual tasks involved in deal preparation. Whatever your business, industry, purpose, or role, Datasite Diligence empowers you with a host of features to conduct due diligence more efficiently and confidently. From automated content management and integrated Q&A to upgraded redaction capabilities, multi-language search, and detailed engagement tracking, the data room platform is designed to facilitate smoother and faster transactions. 4.6 out of 5 stars 738 Ratings Visit Website for Datasite Diligence Virtual Data Room SaaSify SaaSify is an agentic Cloud GTM platform for ISVs and software companies selling through AWS, Azure, and GCP marketplaces. It automates the entire marketplace motion: listings, private offers, co-sell, funding requests, and revenue reconciliation. While hyperscaler experts guide your team through FTR approvals, partner benefits, and certifications, AI agents draft and file listings in about 90 minutes, send private offers directly from your CRM, find and file co-sell opportunities to partner portals, and automate funding request tracking so committed cloud funds do not go unclaimed. SaaSify also gives real-time visibility into revenue, subscriptions, and margin across all three clouds. Over 500 ISVs use SaaSify to manage more than $5B in marketplace revenue, with listings live in as little as 14 days. Rated 4.8 out of 5 on G2 4.8 out of 5 stars 122 Ratings Visit Website for SaaSify Mortgage Automator Mortgage Automator is an all-in-one loan origination and servicing software built for private and hard money lenders across the US and Canada. It streamlines the full loan lifecycle: application, underwriting, document generation, servicing, renewals, and fund management, all in one cloud-based platform. Built for lenders managing residential, commercial, and construction loans, it automates payment tracking, interest calculations, and fund disbursements while instantly generating commitment letters, loan agreements, and discharges. Built-in CRM tools support deal tracking and pipeline management, with branded borrower, broker, and investor portals for secure, real-time statement access. Customizable workflows adapt to loan type and volume, reducing manual work and errors. Integrations with Zapier, QuickBooks, and credit bureaus extend functionality. Hands-on onboarding and responsive support help private lenders scale efficiently and focus on growth. 4.9 out of 5 stars 198 Ratings Visit Website for Mortgage Automator Order.co Order.co is an AI-powered procurement and payments platform that connects purchasing, approvals, payments, and reporting in one intelligent system so teams can place orders faster, cut manual work, and keep operations running smoothly. Order.co's suite of AI tools automates purchasing decisions, sources products at the best price, and flags risks before they impact your business. Trusted by brands like Dolce & Gabbana, WeWork, [solidcore], and Hugo Boss, Order.co helps hundreds of businesses reduce costs, gain tighter spend control, and free up teams to focus on higher-value work. Founded in 2016 and headquartered in New York City, Order.co has raised $70M in funding from industry-leading investors like MIT, Stage 2 Capital, Rally Ventures, 645 Ventures, and more. 4.6 out of 5 stars 228 Ratings Visit Website for Order.co Sage Intacct Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. 4.3 out of 5 stars 8,836 Ratings Visit Website for Sage Intacct Banker's Dashboard Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results. 4.8 out of 5 stars 6 Ratings Visit Website for Banker's Dashboard Martus Martus Solutions is a purpose-built budgeting, reporting, and forecasting platform for nonprofit organizations and small to mid-sized businesses (SMBs). Say goodbye to cumbersome spreadsheets and streamline your financial planning. Our easy-to-use solution offers collaborative budgeting and flexible reporting features that can help your team make informed, mission-driven decisions. Martus empowers your team to budget efficiently, report seamlessly, and forecast with precision with access to real-time data, cashflow forecasting, personnel budgeting, and automated workflows. Full implementation takes about three weeks, but most users can begin working within the first hour of the kickoff call. With seamless ERP integration and an intuitive interface, Martus delivers powerful financial insights to help your organization grow while staying mission-focused. Join the more than 1,200+ organizations already benefiting from smarter financial management with Martus! 4.7 out of 5 stars 187 Ratings Visit Website for Martus ZenTreasury ZenTreasury is the financial contract accounting subledger for lease and treasury, built for the Office of the CFO. Your ERP posts the entry. It doesn't know the contract behind it. ZenTreasury does. Add a lease once and get the full schedule: right of use asset, liability, and period by period amortization generated automatically. Index-linked remeasurement is handled automatically. Every modification recalculates the schedule and keeps the per-field audit trail intact. On the treasury side, manage FX positions, loans, guarantees, and group wide cash flow forecasting in the same platform, multi entity and multi currency by design. One product, accounting included, priced to the scope you run. Every customer gets a dedicated, isolated database. Lease calculations are independently reviewed by an international audit firm. Connect your own AI, Claude, ChatGPT, or any MCP client, directly to your contract data. 4.9 out of 5 stars 9 Ratings Visit Website for ZenTreasury
FolioSure: About Private market leaders are under pressure to act faster, stay sharper, and deliver deeper insights — all while managing growing data complexity. FolioSure, powered by Agentic AI, is built to meet that challenge head-on. It enables smarter, faster portfolio monitoring by combining intelligent data extraction, real-time insights, and integrated analytics — purpose-built for private markets teams. 🔹 Cut reporting time by up to 35% 🔹 Streamline workflows with seamless system integrations 🔹 Get support for valuation models, investor queries, and regulatory demands 🔹 Monitor complex structures including CLOs effortlessly If your current infrastructure can’t keep up with the pace of decisions — it’s time to rethink what’s possible. FolioSure gives you clarity when it matters most. We serve Private Equity, Fund of Funds, Private Credit, Secondaries, Venture Capital, Alternative Asset Managers, Pension Funds, Sovereign Wealth Funds and Real Assets.	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.
FolioSure: 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
FolioSure: Audience Private Equity, Venture Capital, Fund of Funds, Pension Funds, Alternative Asset Managers, Family Offices	Total Plan Manager: Audience Asset owners and institutional investment teams overseeing multi-asset portfolios, including family offices, endowments and foundations, and corporate pension plans.
FolioSure: 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
FolioSure: API Offers API Not Supported	Total Plan Manager: API Offers API Supported
FolioSure: Screenshots and Videos View more images or videos	Total Plan Manager: Screenshots and Videos No images available
FolioSure: Pricing Contact us for pricing information Free Version Not Supported Free Trial Not Supported	Total Plan Manager: Pricing No information available. Free Version Not Supported Free Trial Not Supported
FolioSure: 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

FolioSure: 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
FolioSure: Company Information Acuity Analytics Founded: 2002 United Kingdom www.acuityanalytics.com/technology/digital-solutions/private-markets/	Total Plan Manager: Company Information MSCI Founded: 1998 United States www.msci.com/data-and-analytics/private-asset-solutions/total-plan-manager
FolioSure: Alternatives VESTBERRY Vestberry	Total Plan Manager: Alternatives Vidrio
FolioSure: Diligent Equity Diligent	Total Plan Manager: Backstop Backstop Solutions Group
FolioSure: Altvia	Total Plan Manager: PackHedge™ FinLab Solutions SA 5.0 out of 5 stars
FolioSure: Carta	Total Plan Manager: Solovis
FolioSure: Allvue Allvue Systems View All	Total Plan Manager: Dasseti View All
FolioSure: Categories Equity Management Supported Financial Reporting Supported Investment Management Supported Private Equity Supported Venture Capital Management Supported	Total Plan Manager: Categories Investment Management Supported
FolioSure: Investment Management Features Accounting Management Not Supported Benchmarking Supported Bonds / Stocks Not Supported Client Management Supported Commodities Not Supported Compliance Reporting Not 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 Equity Management Features Cap Table Management Not Supported Deal Management Supported Document Storage Supported ESOP Management Not Supported Financial Modeling Not Supported Options Management Not Supported Participant Portal Supported Portfolio Management Supported Private Equity Supported Public Equity Not Supported Valuation Management Supported Vesting Management Not Supported VSOP Management Not Supported
FolioSure: 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
FolioSure: Claim FolioSure and update features and information Claim FolioSure 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