Total Plan ManagerMSCI
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Related Products
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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.
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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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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
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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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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
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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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MSCI:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Total Plan Manager:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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MSCI:
API
Offers API
Supported
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Total Plan Manager:
API
Offers API
Supported
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MSCI:
Screenshots and VideosNo images available
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Total Plan Manager:
Screenshots and VideosNo images available
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MSCI:
Pricing
No information available.
Free Version
Supported
Free Trial
Not Supported
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Total Plan Manager:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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MSCI:
Reviews/
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Total Plan Manager:
Reviews/
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MSCI:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not 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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MSCI:
Company InformationMSCI
Founded: 1998
United States
www.msci.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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MSCI:
Alternatives |
Total Plan Manager:
Alternatives |
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Total Plan Manager:
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Total Plan Manager:
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MSCI:
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MSCI:
Categories |
Total Plan Manager:
Categories |
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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
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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
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MSCI:
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Total Plan Manager:
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