Audience
Asset owners and institutional investment teams overseeing multi-asset portfolios, including family offices, endowments and foundations, and corporate pension plans.
About Total Plan Manager
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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Company Information
MSCI
Founded: 1998
United States
www.msci.com/data-and-analytics/private-asset-solutions/total-plan-manager
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Product Details
Platforms Supported
Cloud
Training
Webinars
Support
Phone Support
Online
Total Plan Manager Frequently Asked Questions
Q: What kinds of users and organization types does Total Plan Manager work with?
Total Plan Manager works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Total Plan Manager support in their product?
Total Plan Manager supports these languages: English.
Q: What kind of support options does Total Plan Manager offer?
Total Plan Manager offers support via phone support and online.
Q: What other applications or services does Total Plan Manager integrate with?
Total Plan Manager integrates with: ChatGPT, Claude, Microsoft Excel, Model Context Protocol (MCP), and MSCI.
Q: Does Total Plan Manager have an API?
Yes, Total Plan Manager has an API.
Q: What type of training does Total Plan Manager provide?
Total Plan Manager provides training in the form of webinars.
