Total Plan ManagerMSCI
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Related Products
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Manta:
About
Manta is a web-based back- and middle-office platform for investment professionals managing private-market funds, family offices, investment platforms and investor clubs. It combines investor relationship management, digital subscriptions, investor portals, vehicle administration, portfolio monitoring and reporting. Teams can guide investors through KYC/KYB checks, suitability steps, e-signatures and online payments; maintain vehicle and investor records; coordinate capital calls and distributions; calculate NAV and performance; and collect data and monitor commitments from portfolio entities. Investors can access their positions, performance and documents through branded portals. The platform also provides AI-assisted document extraction, search and reporting, with June available inside Manta or through Slack and Microsoft Teams. Manta supports private equity, debt, real estate and infrastructure workflows.
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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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Manta:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
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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Manta:
Audience
Investment management companies, family offices, club deals and fund hosts managing private equity, private debt, real estate or infrastructure vehicles
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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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Manta:
Support
Phone Support
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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Manta:
API
Offers API
Supported
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Total Plan Manager:
API
Offers API
Supported
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Manta:
Screenshots and VideosNo images available
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Total Plan Manager:
Screenshots and VideosNo images available
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Manta:
PricingAnnual subscriptions are priced according to the number of managed investors and vehicles, with optional add-ons. Monthly payment increases the price by 20%; subscription prices are revised by 6% at renewal, and applicable VAT is added.
Free Version
Not 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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Manta:
Reviews/
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Total Plan Manager:
Reviews/
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Manta:
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
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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Manta:
Company InformationManta
Founded: 2025
France
www.manta.fund
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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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Manta:
Alternatives |
Total Plan Manager:
Alternatives |
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Manta:
Categories |
Total Plan Manager:
Categories |
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Manta:
Integrations
Model Context Protocol (MCP)
Supported
ChatGPT
Not Supported
Claude
Not Supported
MSCI
Not Supported
Microsoft Excel
Not Supported
Microsoft Teams
Supported
Slack
Supported
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Total Plan Manager:
Integrations
Model Context Protocol (MCP)
Supported
ChatGPT
Supported
Claude
Supported
MSCI
Supported
Microsoft Excel
Supported
Microsoft Teams
Not Supported
Slack
Not Supported
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Manta:
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Total Plan Manager:
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