Total Plan ManagerMSCI
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Related Products
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Ormax AI:
About
Ormax AI is an AI-native system of record for private wealth: every account, nine asset classes, multiple currencies, and an honest time-weighted return. It brings brokerage accounts (via Plaid), crypto wallets and exchanges, bank and broker statements (AI import of PDF, Excel and CSV) and manually held assets into one portfolio across entities, currencies and asset classes, and reports time-weighted and money-weighted return, benchmark comparison, allocation, concentration, cash flow and fees. Multi-entity structures (trusts, LLCs, several portfolios) are supported. Alternative to Kubera, Sharesight, Capitally, Exirio and getquin for investors who need performance, not just net worth. Built by a CFA charterholder and former hedge-fund CIO. Ormax provides portfolio tracking and analytics; it does not provide personalized investment advice.
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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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Ormax AI:
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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Ormax AI:
Audience
Self-directed private investors, HNW individuals and family offices holding assets across several brokers, banks and crypto
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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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Ormax AI:
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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Ormax AI:
API
Offers API
Not Supported
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Total Plan Manager:
API
Offers API
Supported
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Ormax AI:
Screenshots and VideosNo images available
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Total Plan Manager:
Screenshots and VideosNo images available
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Ormax AI:
Pricing
$25/month
Free Version
Not Supported
Free Trial
Supported
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Total Plan Manager:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Ormax AI:
Reviews/
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Total Plan Manager:
Reviews/
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Ormax AI:
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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Ormax AI:
Company InformationOrmax AI
Founded: 2025
United States
ormax.ai
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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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Ormax AI:
Alternatives |
Total Plan Manager:
Alternatives |
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Total Plan Manager:
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Total Plan Manager:
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Ormax AI:
Categories |
Total Plan Manager:
Categories |
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Ormax AI:
Integrations
ChatGPT
Not Supported
Claude
Not Supported
MSCI
Not Supported
Microsoft Excel
Not Supported
Model Context Protocol (MCP)
Not Supported
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Total Plan Manager:
Integrations
ChatGPT
Supported
Claude
Supported
MSCI
Supported
Microsoft Excel
Supported
Model Context Protocol (MCP)
Supported
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Ormax AI:
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Total Plan Manager:
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