PortfolioShop vs. Total Plan Manager Comparison


PortfolioShop	Total Plan Manager MSCI
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PortfolioShop	Total Plan Manager
		Related Products Sharesight Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. 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On the treasury side, manage FX positions, loans, guarantees, and group wide cash flow forecasting in the same platform, multi entity and multi currency by design. One product, accounting included, priced to the scope you run. Every customer gets a dedicated, isolated database. Lease calculations are independently reviewed by an international audit firm. Connect your own AI, Claude, ChatGPT, or any MCP client, directly to your contract data. 4.9 out of 5 stars 9 Ratings Visit Website for ZenTreasury Odoo Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). 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PortfolioShop: About PortfolioShop provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around the globe. Currently, over 100 clients including family offices, fund administrators, financial institutions, hedge funds and private equity firms worldwide rely on PortfolioShop for accurate, timely information and flexible reporting. ReconAdvantage’s integrated platform provides a cohesive solution to scale operations efficiently, addressing shareholder and regulatory priorities from data aggregation to report distribution. Modules Include: General Ledger Partnership Accounting Portfolio Accounting Client/Investor Reporting Client/Investor Portal Performance Measurement Risk Management Data Aggregation	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.
PortfolioShop: 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
PortfolioShop: Audience Hedge Funds, Fund Administrators, Prime Brokers, Investment Advisers	Total Plan Manager: Audience Asset owners and institutional investment teams overseeing multi-asset portfolios, including family offices, endowments and foundations, and corporate pension plans.
PortfolioShop: Support Phone Support Supported 24/7 Live Support Not Supported Online Not Supported	Total Plan Manager: Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
PortfolioShop: API Offers API Supported	Total Plan Manager: API Offers API Supported
PortfolioShop: Screenshots and Videos View more images or videos	Total Plan Manager: Screenshots and Videos No images available
PortfolioShop: Pricing $1500/month Free Version Not Supported Free Trial Not Supported	Total Plan Manager: Pricing No information available. Free Version Not Supported Free Trial Not Supported
PortfolioShop: 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

PortfolioShop: Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported	Total Plan Manager: Training Documentation Not Supported Webinars Supported Live Online Not Supported In Person Not Supported
PortfolioShop: Company Information PortfolioShop Founded: 1998 United States www.portfolioshop.com	Total Plan Manager: Company Information MSCI Founded: 1998 United States www.msci.com/data-and-analytics/private-asset-solutions/total-plan-manager
PortfolioShop: Alternatives PackHedge™ FinLab Solutions SA 5.0 out of 5 stars	Total Plan Manager: Alternatives Vidrio
PortfolioShop: Arbor Portfolio Manager Arbor Financial Systems	Total Plan Manager: Backstop Backstop Solutions Group
PortfolioShop: Statmetrics 5.0 out of 5 stars	Total Plan Manager: PackHedge™ FinLab Solutions SA 5.0 out of 5 stars
PortfolioShop: FundCount FundCount Americas	Total Plan Manager: Solovis
PortfolioShop: PFS-Paxus Pacific Fund Systems View All	Total Plan Manager: Dasseti View All
PortfolioShop: Categories Crypto Portfolio Management Supported General Ledger Supported Hedge Fund Supported Investment Management Supported Stock Portfolio Management Supported	Total Plan Manager: Categories Investment Management Supported
PortfolioShop: Investment Management Features Accounting Management Supported Benchmarking Supported Bonds / Stocks Supported Client Management Not Supported Commodities Supported Compliance Reporting Supported Data Import / Export Supported For Investment Advisors Supported For Investors & Traders Supported Fund Management Supported Modeling & Simulation Supported Payroll & Commissions Not Supported Performance Metrics Supported Portfolio Management Supported Risk Management Supported Show More Features Hedge Fund Features Compliance Management Supported Contact Management Not Supported Investor Accounting Supported Investor Reporting Supported P&L Calculation Supported Partnership Accounting Supported Performance Analysis Supported Portfolio Analysis Supported Portfolio Management Supported Stock Portfolio Management Features Billing & Invoicing Supported Client Management Supported Data Warehousing Supported For Investment Advisors Supported For Traders Not Supported Order Management Supported Portfolio Accounting Supported Portfolio Rebalancing Supported Risk Management Supported Tax Management Supported Technical Analysis Not Supported Wash Sale Detection Supported
PortfolioShop: Integrations Alpha Vantage Supported Auth0 Supported ChatGPT Not Supported Claude Not Supported CoinTracking Supported MSCI Not Supported Microsoft 365 Supported Microsoft Excel Not Supported Model Context Protocol (MCP) Not Supported Slack Supported Xignite Supported Show More Integrations View All 6 Integrations	Total Plan Manager: Integrations Alpha Vantage Not Supported Auth0 Not Supported ChatGPT Supported Claude Supported CoinTracking Not Supported MSCI Supported Microsoft 365 Not Supported Microsoft Excel Supported Model Context Protocol (MCP) Supported Slack Not Supported Xignite Not Supported Show More Integrations View All 5 Integrations
PortfolioShop: Claim PortfolioShop and update features and information Claim PortfolioShop 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