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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Description

BarraOne is an online platform designed for portfolio risk and performance analytics tailored for institutional investment teams. It consolidates the analysis of both public and private assets, derivatives, and diverse portfolios into a cohesive system. Users can investigate factor exposures, evaluate risk and return influences, execute value-at-risk assessments, and conduct comprehensive stress tests and scenario analyses to inform their portfolio strategies. Furthermore, performance attribution enables teams to identify the origin of returns across various asset classes, while liability and funding analytics are particularly useful for analyzing pension portfolios. The platform also offers automated reporting for both portfolios and regulatory compliance, complemented by interactive dashboards and browser-based access with specific role-based controls. Additionally, its integration with Snowflake facilitates efficient data delivery and automation, catering to firms with a variety of strategies and reporting requirements, ultimately enhancing decision-making processes. This comprehensive approach ensures that investment teams have the tools they need to effectively manage risk and optimize performance.

Description

Total Plan Manager is a sophisticated software solution designed for institutional investors who manage private-market programs, enhancing portfolio management and analytics. It integrates and organizes data pertaining to funds, separately managed accounts, and various investments, enabling teams to effectively track their holdings, commitments, cash flows, exposures, performance metrics, risks, and liquidity levels. Users have the capability to conduct performance analysis and attribution, model different scenarios, forecast future cash flows, strategically plan allocations, and generate comprehensive reports for investment committees and stakeholders. The platform caters to asset owners and investment teams, which may include family offices, endowments, foundations, and corporate pension plans. Its advanced analytics facilitate oversight across multiple sectors, including private equity, venture capital, real estate, infrastructure, private credit, and hedge funds, while also assisting in manager evaluation and investment strategy formulation. By centralizing data management, it offers a unified perspective for monitoring portfolios, making allocation decisions, and reporting on private market assets, ultimately streamlining the investment process for all users. As a result, Total Plan Manager not only enhances operational efficiency but also empowers investors to make informed decisions in a complex marketplace.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

MSCI Yes 
ChatGPT No 
Claude No 
Microsoft Excel No 
Model Context Protocol (MCP) No 
Snowflake Yes 

Integrations

MSCI Yes 
ChatGPT Yes 
Claude Yes 
Microsoft Excel Yes 
Model Context Protocol (MCP) Yes 
Snowflake No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

MSCI

Founded

1998

Country

United States

Website

www.msci.com/data-and-analytics/portfolio-management/barra-one

Vendor Details

Company Name

MSCI

Founded

1998

Country

United States

Website

www.msci.com/data-and-analytics/private-asset-solutions/total-plan-manager

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No