Ormax AI Total Plan Manager

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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.
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.
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
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
Ormax AI:

Audience

Self-directed private investors, HNW individuals and family offices holding assets across several brokers, banks and crypto
Total Plan Manager:

Audience

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

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
Ormax AI:

API

Offers API Not Supported
Total Plan Manager:

API

Offers API Supported
Ormax AI:

Screenshots and Videos

No images available
Total Plan Manager:

Screenshots and Videos

No images available
Ormax AI:

Pricing

$25/month
Free Version Not Supported
Free Trial Supported
Total Plan Manager:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Ormax AI:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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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
Ormax AI:

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
Ormax AI:

Company Information

Ormax AI
Founded: 2025
United States
ormax.ai
Total Plan Manager:

Company Information

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

Alternatives

Vestiio

Vestiio

Vestiio GmbH
Total Plan Manager:

Alternatives

Ormax AI:
Total Plan Manager:
Backstop

Backstop

Backstop Solutions Group
Ormax AI:
Total Plan Manager:
PackHedgeβ„’

PackHedgeβ„’

FinLab Solutions SA
5.0 out of 5 stars
Ormax AI:
Total Plan Manager:
Ormax AI:
Total Plan Manager:
Ormax AI:

Categories

Wealth Management Supported
Total Plan Manager:

Categories

Ormax AI:

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
Ormax AI:
Claim Ormax AI and update features and information
Claim Ormax AI 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