MSCI Total Plan Manager

Related Products

  • Intelex
    4.2 out of 5 stars 199 Ratings
    Visit Website for Intelex
  • Nasdaq Metrio
    4.5 out of 5 stars 14 Ratings
    Visit Website for Nasdaq Metrio
  • D&B Finance Analytics
    4.2 out of 5 stars 802 Ratings
    Visit Website for D&B Finance Analytics
  • HSI Donesafe
    4.7 out of 5 stars 185 Ratings
    Visit Website for HSI Donesafe
  • D&B Risk Analytics
    4.4 out of 5 stars 81 Ratings
    Visit Website for D&B Risk Analytics
  • Sharesight
    4.0 out of 5 stars 566 Ratings
    Visit Website for Sharesight
  • Planview Portfolios
    4.2 out of 5 stars 200 Ratings
    Visit Website for Planview Portfolios
  • Planview Software Product Delivery
    5.0 out of 5 stars 2 Ratings
    Visit Website for Planview Software Product Delivery
  • ZenTreasury
    4.9 out of 5 stars 9 Ratings
    Visit Website for ZenTreasury
  • Predict360
    4.7 out of 5 stars 18 Ratings
    Visit Website for Predict360
MSCI:

About

MSCI is a financial data, investment analytics, and risk management platform that helps institutional investors and financial organizations make informed investment decisions. The company provides global market indexes, portfolio analytics, risk modeling, sustainability research, and investment intelligence across public and private asset classes. Its analytical tools enable users to evaluate portfolio performance, measure investment exposures, assess market risks, and develop data-driven investment strategies. MSCI offers specialized solutions for equity and fixed income investing, private markets, real estate, wealth management, and climate risk analysis. AI-powered capabilities support portfolio research, scenario modeling, risk monitoring, and the analysis of complex financial datasets. The platform also provides interactive dashboards, customizable reporting, financial data feeds, and APIs that integrate investment intelligence.
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.
MSCI:

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
MSCI:

Audience

Institutional investors, asset managers, hedge funds, pension funds, wealth management firms, financial advisors, banks, insurance companies, portfolio managers, investment analysts, risk management professionals, private equity firms, real estate investors, sustainability analysts, and financial institutions seeking investment analytics, market indexes, portfolio risk modeling, financial data, investment research, and enterprise portfolio management solutions
Total Plan Manager:

Audience

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

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Total Plan Manager:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
MSCI:

API

Offers API Supported
Total Plan Manager:

API

Offers API Supported
MSCI:

Screenshots and Videos

No images available
Total Plan Manager:

Screenshots and Videos

No images available
MSCI:

Pricing

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

Pricing

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

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
MSCI:

Training

Documentation Supported
Webinars Not 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
MSCI:

Company Information

MSCI
Founded: 1998
United States
www.msci.com
Total Plan Manager:

Company Information

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

Alternatives

Dynamo Software

Dynamo Software

4.3 out of 5 stars
Total Plan Manager:

Alternatives

MSCI:
Allvue

Allvue

Allvue Systems
Total Plan Manager:
Backstop

Backstop

Backstop Solutions Group
MSCI:
Total Plan Manager:
PackHedge™

PackHedge™

FinLab Solutions SA
5.0 out of 5 stars
MSCI:
AlternativeSoft

AlternativeSoft

4.8 out of 5 stars
Total Plan Manager:
MSCI:
Confluence

Confluence

Confluence Technologies
Total Plan Manager:
MSCI:

Categories

Total Plan Manager:

Categories

MSCI:

Integrations

ChatGPT Supported
Claude Supported
Model Context Protocol (MCP) Supported
BarraOne Supported
First Street Supported
Gemini Supported
MSCI Not Supported
MSCI Real Estate Enterprise Analytics Supported
MSCI Wealth Manager Supported
Microsoft Copilot Supported
Microsoft Excel Not Supported
Total Plan Manager Supported
Total Plan Manager:

Integrations

ChatGPT Supported
Claude Supported
Model Context Protocol (MCP) Supported
BarraOne Not Supported
First Street Not Supported
Gemini Not Supported
MSCI Supported
MSCI Real Estate Enterprise Analytics Not Supported
MSCI Wealth Manager Not Supported
Microsoft Copilot Not Supported
Microsoft Excel Supported
Total Plan Manager Not Supported
MSCI:
Claim MSCI and update features and information
Claim MSCI 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